Senior Manager, Transaction Advisory

Triton Advisory Services; Montreal (administrative region); Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Coaching & development

Low attrition culture

Hybrid work environment

Bonus program

Medical benefits

Wellness allowance

Professional development budget

Job summary

Triton Advisory Services in Montreal, Canada, seeks a Transaction Advisory Senior Associate to lead financial due diligence, modeling, and M&A support across multiple clients. You will contribute to client pitches, prepare CIMs and valuation analyses, and work within a collaborative, high-performance team in a hybrid setting.

The role requires 4+ years in relevant finance work, strong Excel/PowerPoint/Word skills, and the ability to travel, including crossing into the USA for assignments.

Qualifications

• University degree in Accounting, Commerce or Business.
• Minimum 4 years of relevant work experience with at least 1 year in financial due diligence, corporate finance, investment banking, or corporate development.
• Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills.
• Very strong work ethic and ability to manage multiple mandates.
• Ensure quality of client deliverables by having a strong attention to detail.
• Ability to prepare integrated financial models and valuation analysis.
• Ability to travel; candidates must be able to enter the USA to work on client assignments.

Responsibilities

• Develop an in-depth understanding of client businesses and drivers, including historical performance and forecasts.
• Assist in preparing and presenting marketing pitches and transaction materials.
• Assist in preparing integrated financial models, due diligence workbooks, and quality of earnings reports.
• Analyze and prepare working capital models.
• Support discussions among buyers, sellers, and due diligence matters.
• Assist in post-closing price adjustments and earn-outs.
• Support the Business Advisory team with allocation and integration tasks.
• Train less experienced staff; assist in business development initiatives.

Skills

Excel

PowerPoint

Word

Financial modeling

Attention to detail

Team collaboration

Work ethic

Multi-mandate management

Education

University degree in Accounting, Commerce or Business

Tools

DatabookPro

Create

Job description

Triton Advisory Services is a team of experienced business and advisory professionals with broad expertise, passion to partner with our clients, and a track record of successfully navigating change and creating value.

Our expertise is drawn from advising large public, private and mid-market businesses across a broad range of industries and geographies in corporate finance, M&A and business advisory roles. Triton has successfully advised on completed transactions in excess of US$16+ billion in enterprise value.

Our Team

Our Corporate Finance and Transaction Advisory team consists of full-service transaction advisors (buy or sell) that advise clients through the entire M&A process – from assessment of strategic alternatives to the initial valuation, quality of earnings assessment, preparation of a financial model and confidential information memorandum (CIM), closing statements, and through closing – we assist both large multinationals and small private companies through some of their most important business and life decisions.

A day in the life of a Transaction Advisory Senior Associate:

• Develop an in-depth understanding of client’s businesses, their drivers, including analysis of historical performance, working capital, capital expenditure, forecasts and underlying assumptions
• Assist in the preparation and presentation of marketing pitches to existing and potential clients, as well as transaction related material (i.e. information memorandum, teasers, buyers list)
• Assist in the preparation of integrated financial models, due diligence workbooks, and quality of earning reports
• Analysis and preparation of working capital models
• Assist in discussions amongst various stakeholders (buyers, sellers) with regards to due diligence and business matters
• Calculation of post-closing price adjustments, dispute notices, dispute resolution and earn-outs
• Support the Business Advisory team with the purchase price allocation and separation / post-acquisition integration
• Train less experienced staff
• Assist in business development initiatives

What We Are Looking For

• University degree in Accounting, Commerce or Business
• Minimum 4 years of relevant work experience with at least 1 year in financial due diligence, corporate finance, investment banking, or corporate development
• Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills
• Very strong work ethic and ability to manage multiple mandates
• Ensure quality of client deliverables by having a strong attention to detail
• Ability to prepare integrated financial models, and valuation analysis
• Ability to use research tools to extract relevant background material for business development and transaction support
• Strong personal skills and the ability to work effectively within a team environment under time constraints
• Ability to generate new business through the cultivation of existing relationships as well as the development of new relationships by various efforts
• Ability to travel when necessary. Candidates must be able to enter the USA to work on client assignments.
• Comprehensive financial and accounting skills
• Bilingual (French and English is an asset)
• Knowledge of Presentation Solution DatabookPro / Create is a plus.

What's in it for you?

• Leaders who support your development through coaching and managing opportunities
• Working for an entrepreneurial firm that values our team members and thrives on extremely low attrition
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible hybrid work environment, with ability to work from home and office (in the West Island with free parking and within walking distance of REM)
• Opportunities to do challenging work across several industries and geographies
• Working with partners that roll up their sleeves and work side-by-side with you
• Working on a very broad range of clients in terms of geography, size and industry and across the entire spectrum of a transaction. Unlike most firms, we do not believe in "hyper-specialization"
• A competitive remuneration package, including performance based bonus program, budget for professional development, comprehensive medical / dental benefits (including health spending account) and a wellness allocation.