Senior Associate – Financial Modeling, Infrastructure, Renewables and Energy Transition

Leo Berwick; Canada; On-site; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

Remote flexibility

Pension contributions

Wellness stipend

Tech stipend

Job summary

Leo Berwick, a growth-stage M&A advisory firm, seeks a Senior Associate to lead complex financial modeling for infrastructure and energy transition projects across North America.

You will build robust financial models from scratch, translate client data into auditable outputs, and support deal engagements with rigorous analysis. Travel to Canada and the USA is required, with opportunities for growth and professional development.

Qualifications

• 2–3 years of relevant experience in financial modeling, transaction advisory, consulting or related analytical roles.
• CPA, CFA, or formal financial modeling training is an asset.
• Demonstrated ability to build full financial models independently (from assumptions through valuation outputs).
• Strong Excel and financial modeling skills; experience building models from scratch required.
• Exposure to transaction, advisory, consulting, or investment environments preferred.

Responsibilities

• Build and own complex financial models from the ground up, including cash flow modeling, scenario analysis, and valuation outputs.
• Translate client data and assumptions into structured, auditable models that support investment, transaction, and strategic decisions.
• Support deal and advisory engagements across sectors, contributing modeling insights to client deliverables and presentations.
• Review and QA models for accuracy, consistency, and clarity before client delivery.
• Collaborate with Directors and VPs to refine methodologies, assumptions, and modeling approaches.
• Contribute to case studies, templates, and internal best practices to improve modeling efficiency and quality.

Skills

Financial modeling

Excel

Scenario analysis

Data translation

Attention to detail

Education

Bachelor’s degree in Accounting, Finance, Economics

Tools

Excel

Job description

Senior Associate – Financial Modeling, Infrastructure, Renewables and Energy Transition

About Leo Berwick

Leo Berwick is an innovative, commercially focused mergers and acquisitions advisory firm serving the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across a broad range of industries, with deep expertise in infrastructure and energy. Our team of more than 120 M&A advisory leaders and specialists from the Big Four and Big Law partners with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high-impact advice.

At Leo Berwick, we hire the best and the brightest. As a growth‑stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast‑paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional together while delivering dedicated, customized service to every client.

What we’re looking for

• We are searching for a Senior Associate to play a critical execution role within the Modeling practice, supporting complex client engagements through the development of high‑quality financial models, analyses, and insights. This role partners closely with Directors and VPs to deliver rigorous, decision‑ready outputs while continuing to deepen technical and industry expertise.

You're the right fit if -

• Enjoy building financial models from scratch and take pride in producing clean, well‑structured, and defensible outputs.
• Are comfortable working through ambiguity, translating imperfect data and assumptions into practical analytical solutions.
• Thrive in a fast‑paced, deal‑oriented or advisory environment where quality and speed both matter.
• Are eager to grow technically and professionally, taking feedback seriously and applying it to future work.

What you'll do

• Build and own complex financial models from the ground up, including cash flow modeling, scenario analysis, and valuation outputs.
• Translate client data and assumptions into structured, auditable models that support investment, transaction, and strategic decisions.
• Support deal and advisory engagements across sectors, contributing modeling insights to client deliverables and presentations.
• Review and QA models for accuracy, consistency, and clarity before client delivery.
• Collaborate with Directors and VPs to refine methodologies, assumptions, and modeling approaches.
• Contribute to case studies, templates, and internal best practices to improve modeling efficiency and quality.Describe the duties that will be carried out for the role

What you bring

• 2-3 years of relevant experience in financial modeling, transaction advisory, consulting or related analytical roles.
• Bachelor’s degree in Accounting, Finance, Economics or related field required.
• CPA, CFA, or formal financial modeling training is an asset.
• Demonstrated ability to build full financial models independently (from assumptions through valuation outputs).
• Strong Excel and financial modeling skills; experience building models from scratch required.
• Exposure to transaction, advisory, consulting, or investment environments preferred.
• Strong analytical thinking, attention to detail, and problem solving skills.
• The successful candidates must be able to travel with Canada and the USA.

Benefits and Perks North America

• Unlimited paid time offincluding 2 weeks of disconnected time each year
• Flexible working arrangements – remote and location flexibility
• Pension & retirement contributions
• Monthly fringe benefit stipend (up to $400)
• Additional benefits to support your physical and mental wellness

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally‑protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.