Senior Manager, Financial Diligence (Montreal)

EY; Montreal; On-site; CAD 110,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus

Medical, prescription drug and dental

Defined contribution pension plan

Generous vacation policy

Firm-paid personal days

Learning opportunities

Flexible work style

Job summary

EY Montreal seeks an experienced Senior Manager, Financial Diligence to lead complex diligence engagements. You will assess GAAP issues, perform carve-outs, and support deal structuring while guiding teams and managing client relationships across Canada and the US.

Ideal candidates bring 8+ years in diligence, CPA/CA credentials, and strong communication with executives. A bilingual French/English capability and travel readiness are required.

Qualifications

• Bilingual in French and English required.
• Minimum 8 years of experience with 5 years in diligence.
• CPA or CA certification or equivalent credential.
• Experience presenting findings to executives and boards.
• Willingness to travel within Canada and the US.

Responsibilities

• Lead due diligence engagements for acquisitions or divestments.
• Identify and quantify GAAP issues and valuation drivers.
• Analyse carve-out issues for buy-side or sell-side projects.
• Identify deal-structure and purchase price reduction opportunities.
• Define post-acquisition action steps and integration tasks.
• Assess impact of seasonality on cash flow needs.
• Relate diligence findings to client valuations and manage expectations.
• Drive practice growth via client outreach and thought leadership.
• Develop staff, supervise teams, and conduct performance reviews.
• Foster cross-functional collaboration across service lines.

Skills

Due diligence leadership

GAAP issues

Carve-out analysis

Deal structuring

Post-acquisition actions

Cash flow seasonality

Client valuations alignment

Business development

People management

Cross-functional collaboration

Education

Bachelor's or Master's in Accounting

CPA or CA certification

Tools

PowerBI

Alteryx

Job description

Senior Manager, Financial Diligence (Montreal)

Other locations: Primary Location Only

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.

Join EY and help to build a better working world.

The opportunity

EY has an established industry leading EY-Parthenon Practice. We help clients determine the right deal to do, and then assist them in doing the deal right. We are a growing practice that has the resources to serve any client, anywhere in the world. With so many offerings, you will have the opportunity to develop your career in a friendly, collaborative environment through a broad scope of engagements, mentoring and formal learning. We develop outstanding leaders who team to deliver on our promises to all our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities.

You’ll be part of the Financial Diligence team which provides clients with the financial and strategic transaction assistance to ensure the success of their transaction. Our FD teams assist clients throughout the entire transaction process. While traditional financial due diligence is a key element of the service, FD is much broader, incorporating transaction management, negotiation and documentation, and post-completion integration.

This job posting relates to an existing vacancy within our organization.

Your key responsibilities

Our team of strategic advisors sits at the heart of a global team of transaction specialists who deliver high quality advice to our clients. Our team works to understand profit drivers and trends, challenge assumptions of future performance, and assist with purchase agreements and post-closing transaction matters.

Skills and attributes for success

• Participate and play a leadership role in due diligence engagements related to acquisitions or divestments by private equity investor groups and strategic corporate players.
• Identify and quantify GAAP issues as they relate to the valuation of the target.
• Analyse carve-out issues, as applicable relating to a buy-side or sell-side project.
• Identify issues for purchase price reductions, deal structuring or deal termination.
• Identify post-acquisition/divestiture action steps.
• Evaluate effects of seasonality on cash flow requirements.
• Correlate due diligence findings with client valuations and manage expectations of service.
• Drive the growth of the practice by leading client outreach, accelerating market development, thought leadership, spearheading pursuits and proposal development, and fostering long-lasting, revenue-generating partnerships.
• Develop people including supervising staff effectively, providing constructive feedback/training and conduct performance reviews.
• Build strong relationships across service lines, manage cross-functional collaboration and delivery.

To qualify for the role, you must have

• This role involves interaction with clients operating nationally and globally. Bilingualism in both French and English is therefore a requirement of this role.
• Minimum 8 years of experience with 5 years of diligence experience.
• Bachelor's or Master's Degree in Accounting and/or related major.
• CPA or CA, CPA certification (or equivalent).
• Proficiency with analytics tools strongly preferred: familiarity with PowerBI for data visualization and Alteryx for data preparation.
• Proven track record managing teams on multiple concurrent projects and deadlines, providing direction to team members, and overseeing engagement(s) scope, resources and financials.
• Proven track record of developing long-lasting business relationships with senior client stakeholders.
• Excellent communication skills to clients at all organization levels, including executive, VP, director, and operational management.
• Experience presenting findings and recommendations to senior stakeholders, including executives and boards.
• Strong analytical and interpersonal skills.
• Strong work initiative and the ability to adapt to new challenges and ideas.
• Willingness to team and learn.
• The successful candidate must be willing and able to travel within Canada and US.

What we look for

We’re interested in talented professionals with the ability to visualize our clients’ goals and think creatively to facilitate them - often in politically charged environments. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.

What we offer you

We offer a competitive compensation package whereyou’llbe rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a discretionary bonus program, a comprehensive medical, prescription drug and dental coverage plan, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• Support and coaching from some of the most engaging colleagues in the industry
• Learning opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a waythat’sright for you

Inclusiveness at EY

Inclusivenessisat the heart of who we are and how we work.We’recommitted to fostering an environment where differences are valued, policies and practices areequitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting ourneuroinclusionand accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

At EY, we use artificial intelligence (AI) tools as one element of our recruitment process to enhance efficiency and improve the candidate experience. While AI supports us in our process, human judgment and decision-making remain integral in our candidate experience. We are committed to the responsible use of AI, and our practices are continuously reviewed and refined to ensure they align with ethical principles and regulatory requirements.