Senior Advisor - Due Diligence Services

Forvis Mazars, Canada; Montreal; Hybrid; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Vacation policy

Casual dress code

Personal days

Telemedicine

Wellness allowance

Remote work option

Group insurance

Retirement plan

Job summary

Forvis Mazars Canada is seeking a financial due diligence professional in Montreal. The role requires strong finance and accounting acumen, and outstanding communication to interact with senior management, advisors, bankers and attorneys.

Candidates should have 3+ years in accounting or M&A, with due diligence exposure; CPA is required. French and English proficiency is essential due to client base across Canada.

Qualifications

• University degree in Finance and/or Accounting.
• More than 3 years of professional experience at an accounting firm or in M&A, with at least one year in due diligence.
• CPA certification (completed or in progress) is required.
• Other certifications (CBV, CFA) are a plus.

Responsibilities

• Interact with clients and target companies.
• Draft sections of the financial due diligence report with a keen eye for detail.
• Analyze financial statements and financial information.
• Assist the team in preparing pitches and other sales materials.
• Participate in business development.

Skills

Team management

Communication skills

Adaptability

Education

University degree in Finance/Accounting

CPA certification (completed or in progress)

CBV / CFA (beneficial)

Job description

About the Position

The professional must have strong financial, accounting, and analytical skills, as well as excellent communication skills (both written and oral), in order to participate in or fully manage a financial due diligence project.

In this role, the professional will interact with the client’s senior management, other financial advisors involved in the transaction, bankers, attorneys, and others.

Based on their experience, the professional must, among other things, be able to provide recommendations to their team regarding key issues identified during their analyses.

The professional must demonstrate adaptability and a high degree of professionalism.

Who We Are

• Grow. You will be supported as you learn, develop and explore new perspectives throughout your journey with us.
• Belong. You will be part of a strong collective, benefit from hands‑on management, and celebrate your successes as a team.
• Impact. You will feel confident sharing your point of view and bold ideas that help shape our future.

Our core values guide us every day: Gather to grow - Excel in client service - Commit to results - Embody change

Your Responsibilities

• Interaction with clients and target companies
• Drafting sections of the financial due diligence report with a keen eye for detail;
• Analyzing financial statements and financial information;
• Assisting the team in preparing pitches and other sales materials;
• Participating in business development;

Your Profile

• University degree in Finance and/or Accounting,
• More than 3 years of professional experience at an accounting firm or in M&A, with at least one year of experience in due diligence;
• CPA certification (completed or in progress) is required;
• Other certifications (CBV, CFA, etc.) are a plus;

Your Skills

• Experience in team management is a plus;
• Excellent oral and written communication skills with a keen attention to detail;
• High adaptability and responsiveness to the uncertainties of the M&A transaction process;

Language Skills

• Proficiency in spoken and written French is required.
• Proficiency in English is also required due to the nature of our clientele and our partners across Canada (particularly in English‑speaking provinces) and internationally, where English is the business language. An advanced level of comprehension and oral communication is generally required, with daily usage depending on duties and assignments.

What We Offer

• Competitive salary
• Vacation based on professional experience
• Casual dress code
• Bank of personal days
• Access to telemedicine (Dialogue)
• Annual wellness allowance
• Possibility of remote work depending on the role
• Comprehensive group insurance plan
• Retirement savings plan with employer contribution

Forvis Mazars is an equal opportunity employer and encourages applications from all qualified individuals. Masculine terms are used for simplicity only, without prejudice toward the feminine form