Manager, Valuations & Modelling

BDO Canada; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

BDO Canada LLP in Toronto is seeking a Manager to join the Valuations & Modelling team. You will lead complex valuation engagements for financial reporting, taxation and transaction advisory, guiding junior staff and coordinating with clients.

The ideal candidate has 5–8 years of professional valuation experience, CBV designation or actively pursuing it, and strong financial modelling and statement analysis skills. CPA or CFA are assets, and experience with large enterprise clients is preferred.

Qualifications

• 5-8 years of professional valuation experience.
• CBV designation or actively pursuing CBV.
• CPA or CFA designations are assets.
• Experience with large enterprise clients or institutional clients is preferred.

Responsibilities

• Lead valuation engagements for complex assignments and advisory work.
• Mentor and supervise junior team members and CBV students.
• Prepare valuation reports, analyses, and presentations for clients and leadership.
• Engage with clients to gather information and communicate findings effectively.
• Support business development, proposals, and RFP responses.

Skills

Valuation expertise

Financial modelling

Financial statement analysis

Client engagement

Education

Bachelor's degree

Job description

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

BDO Canada LLP is seeking a Manager to join our Valuations & Modelling team in Toronto. We are looking for dynamic candidates with strong technical valuation expertise and financial modelling capabilities to support the delivery of high-quality valuation services.

BDO Canada's clients include a wide range of Canadian and global entrepreneurial businesses - from start-ups to established incumbents. Our range of experience covers the full spectrum of industries, business sizes, and valuation complexity, helping owner-managed companies to large publicly traded corporations. Deep industry expertise allows us to be agile and responsive, bringing in resources from our global accounting and consulting network when required.

This is a new role offering exposure to complex enterprise valuation mandates across industries, where you will work alongside senior valuation professionals to deliver high-impact engagements while continuing to develop your technical valuation expertise.

This role focuses on delivering valuation services in the following areas:

• Investment Entity Reviews: Support investment entity and investment holding entity reviews in accordance with CBV standards for large enterprise clients and institutional investors, supporting tax planning, compliance, and transaction-related requirements.
• Business Valuations: Manage business valuation engagements for financial reporting, tax planning, compliance, and transaction advisory purposes.
• Fairness Opinions: Support fairness opinion engagements by preparing financial analysis and valuation assessments related to mergers and acquisitions, corporate transactions, and strategic initiatives.
• Audit Assistance: Support BDO's assurance practice in assessing the fair value of assets and liabilities, helping ensure compliance with accounting standards and regulatory requirements.
• Financial Instruments: Provide valuation analysis using recognized methodologies and models for complex financial instruments including derivatives, employee stock options, senior debt, and other securities.

In this role, you will also:

• Collaborate and Support Team Development: Mentor and support junior team members, including CBV students and analysts, fostering a collaborative and high-performing team environment.
• Manage Engagement Execution: Coordinate engagement activities to ensure timely, high-quality delivery within scope and budget while maintaining adherence to professional standards.
• Perform Technical Valuation Analysis: Conduct financial analysis and valuation modelling using established methodologies to support complex engagements.
• Prepare Reports and Deliverables: Develop and review valuation reports, presentations, and supporting documentation aligned with professional and regulatory standards.
• Engage with Clients: Work directly with clients to gather information, understand business drivers, and communicate valuation findings effectively.
• Support Practice Development: Assist senior team members with proposals, RFP responses, and identifying opportunities to expand client engagements.

How do we define success for your role?

You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and Collaboration.

You understand your client's industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.

You identify, recommend, and are focused on effective service delivery to your clients.

You share in an inclusive and engaging work environment that develops, retains & attracts talent.

You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.

You grow your expertise through learning and professional development.

Your experience and education

• You have strong business acumen with a demonstrated interest in capital markets, corporate finance, and valuation.
• You have a solid understanding of valuation methodologies, financial modelling, and financial statement analysis.
• You have completed a bachelor's degree or higher in a relevant field (e.g., accounting, finance, economics, or business).
• You have 5-8 years of professional experience, including direct experience in valuation advisory, financial modelling, or financial analysis.
• You are CBV designated or actively pursuing the CBV.
• CPA or CFA designations are considered assets.
• You have experience supporting financial reporting valuations, audit-related valuation work, or complex enterprise valuation engagements (considered an asset).
• You have experience working with large enterprise clients or institutional