Manager, Transactions

Grant Thornton; Kelowna; On-site; CAD 78,000 - 100,000; Full time

Job summary

Join a leading professional services firm in Kelowna as a Manager, Transactions. In this role, you will lead valuations and advisory services for mergers and acquisitions, while coaching a dynamic team. The firm is committed to fostering a supportive environment that prioritizes personal and professional growth, alongside competitive benefits like profit sharing and flexible working arrangements. This position requires a mix of strong transactional experience, business acumen, and excellent communication skills.

Benefits

Profit sharing

Flex days

RRSP contributions

Firmwide holiday closure

Wellness benefits

Work from anywhere in Canada in the summer for 4 weeks

Qualifications

• 2-3 years transaction or equivalent experience.
• Ability to work independently and demonstrated leadership potential.
• Skilled in generating creative solutions to abstract problems.

Responsibilities

• Leading valuations for mergers and acquisitions and other purposes.
• Coaching and mentoring advisory colleagues.
• Assisting clients with all aspects of business purchases and sales.

Skills

Business development acumen

Excellent written and verbal communication

Strong analytical skills

Creative problem-solving

Strong commitment to excellence

Strong organizational skills

Multi-tasking abilities

Strong Microsoft Excel skills

Education

University degree

Professional Accounting Designation (CPA)

Chartered Business Valuator (CBV) or student close to obtaining

Tools

Microsoft Excel

PowerPoint

Word

Outlook

Job description

Who we are
You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

As a Manager, Transactions your responsibilities will include:
• Leading the preparation of valuations of assets and business interests for a wide range of purposes, such as: mergers and acquisitions, litigation support, taxation, public offerings, fairness opinions, management buy-outs, financial reporting, forensics and shareholder disputes.
• Assisting as part of a team of professionals supporting clients with all aspects of the purchase and sale of a business including leading the preparation of industry research, marketing documents, target purchaser analysis and all other facets of the mergers & acquisition process.
• Leading the preparation of financial models and financing proposal documentation for the purpose of sourcing and obtaining market driven senior and subordinated debt arrangements.
• Providing transaction advisory and due diligence services to clients in the areas of mergers and acquisitions, leveraged buy-outs, management buy-ins etc.
• Coaching and mentoring a team of advisory colleagues
• Lead various business development initiatives (internal and external) including presenting pitches, proposals and new client prospects as well as attendance at various business development events.
• Actively assisting the Partners with maintaining the operational excellence of the transactions practice through best practice billing, collections, scheduling and engagement management.
• Ensuring the transactions practice maintains compliance/due diligence standards with established operational procedures.

Doane Grant Thornton
If you’re a bit like us, you’re driven to connect with how others are feeling and thinking. Here we walk in others shoes before taking action. Just imagine being part of a team that puts “we before me”, where flexAbility is a mindset, and where you trust your colleagues to have your back. At Doane Grant Thornton, you’ll work with inspiring leaders who support your development, both personally and professionally. This is a place where your insatiable curiosity enables you to think, see and hear from a variety of perspectives, a place where every day is different and having the courage to grow is part of who you are. And when all this comes together, well that’s when the magic happens!

Want to learn more about who we are and how we live our purple every day? Read our colleagues’ stories at www.discoveryourpurple.ca

Think you’ve got what it takes to be a Manager, Transactions? Like the colour purple? Great. Here's a few more boxes we’re also hoping you can tick:
• Completion of a university degree and Professional Accounting Designation (CPA)
• Chartered Business Valuator “CBV” designation, or CBV student close to obtaining the designation
• 2 to 3 years transaction or equivalent experience
• Business development acumen and professional confidence growing an established practice
• Ability to work independently in support of the growth of the practice and demonstrated leadership potential
• Skilled at generating creative solutions to abstract or undefined problems
• Excellent written and verbal communication skills
• Solid organizational skills with the experience multi-tasking and working under pressure
• Strong commitment to excellence and attention to detail
• An exceptional experience for the client approach to work
• Strong online research database skills
• Well-developed analytical and program-solving skills
• Confident and team focused, relationship-builder, interacts well with leaders, peers and clients
• Strong Microsoft Excel skills; robust experience working with and developing complex financial models; proficient in PowerPoint, Word, Outlook

At Doane Grant Thornton we’re focused on making a difference in the lives of our clients, our colleagues and our communities. That’s our purpose. Or, as we like to say, living our purple.

What's in it for you?

Profit sharing, Flex days, RRSP contributions, Firmwide holiday closure, Wellness benefits, Concierge-like benefits, Work from anywhere in Canada in the summer for 4 weeks, and more!

Our special culture shines through when we have the opportunity to connect in person. That’s why we’re working in a model where teams are required to be together in the office 4 days per week.

Are you ready to Discover Your Purple?

At Doane Grant Thornton, we’re committed to ensuring our compensation practices are fair, equitable and competitive. To get the conversation started, we’re happy to share that our current base salary for this role ranges from $78,000-$100,000 in Kelowna. If this role is available in another location(s), the associated salary range in that location(s) may vary based on relevant factors, including geography.