Senior or Manager, Transaction Diligence (Sales and Purchase Agreement Advisory)

Ernst & Young Advisory Services Sdn Bhd; Montreal; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading global advisory firm is seeking a Senior or Manager to join their team in Montreal, Canada. This role involves managing and advising on complex advisory engagements and requires strong financial analysis skills and a proficiency in both French and English. Offering comprehensive benefits and a commitment to diversity and inclusion, this position is ideal for professionals wanting to impact their clients positively.

Benefits

Comprehensive medical and dental coverage

Generous time off and vacation days

Career development opportunities

Qualifications

• Minimum 3 years in professional services or accounting for Senior role.
• Minimum 5 years in professional services or accounting for Manager role.
• Ability to work with senior stakeholders on multiple engagements.

Responsibilities

• Manage SPA advisory engagements for private equity acquisitions.
• Advise clients on transaction mechanisms and financial analysis.
• Build and maintain client relationships for a portfolio of projects.

Skills

Client service excellence

Financial analysis

Relationship building

Bilingual (French and English)

Education

Bachelor or Master degree in accounting, business, finance, or economics

Job description

The Opportunity

At EY-Parthenon, our unique combination of transformative strategy, transactions, tax and corporate finance delivers real-world value—solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, boards, private equity and governments every step of the way.

As a Senior or Manager you’ll work with many of the world’s largest organisations, fastest-growing companies and private equity firms on some of the most complex deals in both Canada and the global market, across a broad variety of industries.

Your key responsibilities

• Manage and participate in SPA advisory engagements for acquisitions or disposals by private equity investors, funds, or strategic corporate clients. This includes working closely with clients, their bankers, and legal advisers, and performing tasks such as cash, debt, and working capital analysis, pricing schedule preparation, and financial reviews of the SPA and Completion Accounts.
• Advise clients on transaction mechanisms and financial analysis by providing insights on the most suitable purchase price mechanisms, analysing financial results through diligence findings and interviews, and supporting negotiations with clients to agree on detailed and compelling outputs.
• Build and maintain relationships with internal contacts and external clients to develop a portfolio of high-value projects, and collaborate with other EY service teams to deliver an integrated approach to clients.

Skills and attributes for success

Ideally, you’ll have the skills and attributes below but don’t worry if you don’t tick all the boxes. We’re interested in your attitude and willingness to learn.

• Possess a bachelor or master degree in accounting, business, finance, or economics, and be a CPA or CA, CFA, CBV, or an international equivalent.
• Senior
  • have at least 3 years of experience in a professional services or chartered accounting environment, or in a financial performance and analysis or mergers & acquisitions role at a corporate organisation.
• Manager
  • have at least 5 years of experience in a professional services or chartered accounting environment, or in a financial performance and analysis or mergers & acquisitions role at a corporate organisation.
• Demonstrated ability to quickly develop, build, and manage relationships with multiple clients and teams, both external and internal. Experience working with senior stakeholders on multiple engagements in a Transaction Diligence role or mergers and acquisitions environment.
• A keen interest in understanding businesses, transactions, and deal value drivers. Passion for client service excellence, attention to detail, and the ability to grasp complex issues and explain them clearly to non-accountants.
• The successful candidate must be willing and able to travel within Canada and the US.
• This role involves interaction with clients operating nationally and globally. Bilingualism in both French and English is therefore a requirement of this role.

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

The EY benefits package is designed to support your physical, emotional, financial, and social wellbeing. Our extensive benefits include comprehensive medical, dental, and prescription drug coverage, as well as mental health benefits, a robust Employee Assistance Program and group savings plans to promote your overall wellbeing. We offer generous time off, including personal days, vacation days, and additional firm-wide holidays, along with the option to purchase extra vacation days. Employees can take advantage of EY's exclusive learning programs tailored just for them. We also provide internal opportunities for career development and advancement, enabling you to grow within the firm. Get involved in meaningful volunteering through EY Ripples and make a positive impact in the community.

Diversity and Inclusion at EY

Diversity and inclusiveness are at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, 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 our neuroinclusion and 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.

Accommodations

To help create the best experience during the recruitment process, please describe any accommodations you may need.

Are you ready to shape your future with confidence?

Apply today.