Manager, Transactions

RPMGlobal; Kelowna; Hybrid; CAD 78,000 - 100,000; Full time

Benefits offered by this job

Profit sharing

Flex days

RRSP contributions

Firmwide holiday closure

Wellness benefits

Concierge-like benefits

Work from anywhere in Canada in the夏 4

Job summary

Doane Grant Thornton in Kelowna seeks a Manager, Transactions to lead valuations and advisory for mergers, acquisitions and related matters. You’ll mentor colleagues and drive deal execution, leveraging your CPA and CBV designations and strong financial modeling skills.

The role emphasizes development of client relationships, collaboration with partners, and leading business development while ensuring high-quality outputs within a growing Canadian practice.

Qualifications

• University degree and professional accounting designation (CPA) required.
• Chartered Business Valuator (CBV) designation or near completion preferred.
• 2–3 years of transaction experience or equivalent.
• Strong business development and client-facing acumen.
• Ability to work independently with leadership potential.
• Excellent written and verbal communication skills with client focus.
• Strong organizational skills and ability to multi-task under pressure.
• Deep analytical ability and problem-solving skills.
• Proficiency with Excel and PowerPoint; experience building complex financial models.

Responsibilities

• Lead the preparation of valuations of assets and businesses for M&A, litigation, tax, and other purposes.
• Support clients with all aspects of buying/selling a business, including market research and deal documentation.
• Develop financial models and financing proposal materials to secure debt arrangements.
• Provide transaction advisory and due diligence services for M&A, LBOs, and related activities.
• Coach and mentor advisory colleagues and contribute to team growth.
• Lead business development activities and present pitches to prospective clients.

Skills

Transaction experience

Leadership potential

Business development

Communication skills

Analytical thinking

Education

CPA designation

CBV designation

University degree

Tools

Excel

PowerPoint

Word

Outlook

Financial modeling

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 believe compensation should reflect more than just market data—it should reflect you. We’re serious about compensation. We benchmark regularly across a wide spectrum of roles, industries, sectors, and levels to ensure our ranges are both competitive and current. But we don’t stop there. We also consider the unique strengths, experiences, and impact each individual brings to the table. Our salary ranges are reviewed annually, and where you land within the range depends on a mix of factors—your background, your skills, and how your contributions align with internal equity. To help start the conversation, the current salary range for this role is $78,000–$100,000 in Kelowna. If the role is available in other locations, the range may differ to reflect local market factors.