Senior Manager, Transaction Services

bdo; Montreal (administrative region); On-site; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Benefits from day one

Learning and development opportunities

Job summary

BDO in Montreal is seeking a Senior Manager, Transaction Services to join our advisory team. This newly created role will lead financial due diligence engagements for private equity funds and corporates, analyze financial results, and guide deal teams to drive insights and value for clients.

You will coach staff, manage projects, prepare deal-focused reports, and develop new business relationships within the financial advisory practice.

Qualifications

• CPA designation is required.
• Minimum 5 years of deal experience in financial due diligence, M&A, corporate finance, or corporate development.
• Some experience must be at supervisory level.
• Familiarity with international and US markets is a plus.
• Experience with VBAs, Macros, Power Pivot, Power Query and Power BI is advantageous.

Responsibilities

• Lead financial due diligence engagements for private equity funds and corporates, analyzing income statements, cash flow, working capital, capex and net debt.
• Lead the preparation and review of deal-focused reports and presentations for clients.
• Identify post-acquisition actions to improve earnings and cash flow; evaluate seasonality effects.

Skills

Leadership

Deal experience

Client relationship

Mentoring

Business development

Education

CPA designation

CBV or CFA asset

Tools

VBAs

Macros

Power Pivot

Power BI

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

Our Montreal office is looking for a Senior Manager, Transaction Services to join our Transaction Services advisory team. This is a new role and has the following responsibilities:

• Lead financial due diligence engagements aimed at supporting private equity funds and corporates with their investment and divestiture decisions, Analyze financial/operational results such as income statements, cash flow, working capital, capex, and net debt and conduct interviews with management to generate meaningful insights to support our clients' investment thesis and identifying key deal risks and opportunities
• Lead the preparation and review of deal-focused reports and presentations for clients highlighting key findings and the drivers / risks to earnings and cash-flows
• Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements and evaluate effects of seasonality on cash flow requirements; perform industry and company research
• Lead project management and deal teams for successful execution of engagements and positive client outcomes
• Coach, develop and mentor staff for high performance and contribute to a learning environment
• Generate new business opportunities within the Financial Advisory Services practice and BDO in general, developing long-term relationships and networks
• Be entrepreneurial in nature to drive growth and practice management in our growing team

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; client 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 and 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

• Existing CPA designation required, CBV or CFA an asset
• Minimum of 5 years of deal experience in either financial due diligence, mergers and acquisitions, corporate finance or corporate development, some of which must have been at a supervisory level
• Familiarity with international and US markets is considered an asset
• Experience with VBAs, Macros, Power Pivot, Power Query and Power BI an asset
• Experience managing multi-dimensional teams
• Desire to be a leader in a high growth, building business
• Motivated, detail-oriented, autonomous, rigorous and able to work under pressure
• Strong work initiative and the ability to adapt to new challenges and ideas.
• Motivated to be market facing and driving relationships that lead to future work.

Why BDO?

Our people-first approach to talent has earned us a spot among Canada's Top 100 Employers for 2026 . This recognition is a milestone we're thrilled to add to our collection of awards for both experienced and student talent experiences.

At BDO, our people experience is guided by three core pillars- Do work with genuine care, Do what matters with purpose, and Do what's next - shaping how we support our people, serve our clients, and grow together.

Our firm is committed to providing an environment where you can be successful in the following ways:

• We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.
• We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.
• We support your achievement of personal goals outside of the office and making an impact on your community.
• We foster a collaborative, inclusive environment where your ideas are valued, and you can do your best work with genuine care and purpose
• We encourage innovation and forward thinking, empowering you to embrace what's next and help shape the future of our firm

Giving back adds up: Where company meets community.

BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Total rewards that matter:

We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide comprehensive benefits from day one, and a flexible personal time off policy. We're committed to supporting your overall wellbeing and provide reimburseme