Transaction Advisory Services Advisor

Richter; Montreal; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Transaction Advisory Services Advisor to join their dynamic team. This role involves engaging with clients, conducting thorough financial analyses, and providing insights that drive successful transactions. With a focus on collaboration, you'll work closely with senior team members and clients, leveraging your bilingual skills to enhance communication. The firm offers a supportive hybrid work environment and competitive benefits, making it an ideal place for professionals looking to advance their careers in a family-oriented setting. If you thrive in a fast-paced environment and are passionate about financial advisory, this opportunity is for you.

Benefits

Group Insurance

Health Spending Accounts

Savings Plans

Employer Contribution Matching

Virtual Healthcare Access

Mental Health Consultations

Annual Health and Wellness Program

Competitive Performance Bonus

Reimbursement of Professional Dues

Talent Referral Bonus

Qualifications

• 2.5 to 3 years of experience in audit or transaction advisory services.
• Strong proficiency in English and French for client interactions.

Responsibilities

• Conduct due diligence by examining operational and financial aspects of target companies.
• Prepare comprehensive financial analyses and reports, including quality of earnings assessments.

Skills

Financial Analysis

Communication Skills

Attention to Detail

Interpersonal Skills

Project Management

Knowledge of GAAP

Bilingual (English and French)

Education

University Degree in Accounting, Finance, or Business Administration

CPA Designation

Tools

Excel

PowerPoint

Word

Job description

Join to apply for the Transaction Advisory Services Advisor role at Richter

A Day in the Life of a Transaction Advisory Services Advisor

As an Advisor in Transaction Advisory Services, your day will be dynamic and multifaceted. Working closely with senior team members, you’ll contribute to the due diligence process by examining the operational and financial aspects of target companies. You will participate in meetings with the management team of target companies to gain a better understanding of their accounting policies & procedures, financial results / trending and operational matters.

Throughout the day, you'll actively participate in team discussions, offering valuable insights into the due diligence process. Client interaction is a key part of your role, as you share findings and updates to ensure alignment with their objectives. As part of your market research, you’ll stay up-to-date on industry trends and the competitive landscape to identify potential opportunities and risks.

Preparing comprehensive financial analyses and reports, including quality of earnings assessments will be central to your daily tasks. This will require attention to detail and a strong understanding of financial complexities. Your role as a Transaction Advisory Services Advisor will be essential in producing high-quality reports that support successful transactions for private equity firms and corporate clients in Canada and the U.S.

What We’re Looking For

• Minimum of 2.5 to 3 years of relevant experience in audit or transaction advisory services
• This role involves direct interaction with English and French-speaking clients, requiring strong proficiency in both languages to provide high-quality service, respond to inquiries, and ensure clear communication
• A university degree (undergraduate or graduate), especially in accounting, finance, or business administration, along with a CPA designation
• Strong oral and written communication skills in a business context
• Advanced computer skills, particularly in Excel, PowerPoint, and Word
• Strong work ethic and the ability to manage multiple projects simultaneously
• Ability to conduct detailed financial analysis with attention to detail
• Excellent interpersonal and teamwork skills, especially under time constraints
• Solid financial and accounting skills, including knowledge of Generally Accepted Accounting Principles (GAAP)
• Proven ability to learn in a fast-paced environment and manage multiple complex projects and concepts

What’s In It For You?

• Competitive benefits including group insurance, health spending accounts, savings plans, and employer contribution matching
• Employee and family access to a virtual healthcare network
• Employee and family assistance programs, including consultations with mental health professionals
• Annual health and wellness program
• Hybrid work environment
• Competitive performance bonus
• Reimbursement of professional dues
• Academic incentives
• Talent referral bonus
• Client referral bonus
• Access to on-demand concierge service, child care, and tutoring
• Annual employee rewards and recognition

Your Application

We’re excited to meet motivated professionals looking to grow their careers in a mid-sized, family-oriented firm and who have a strong background in relationship-building and management.

Sound like you? Apply today!

Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Accounting/Auditing
• Industries: Accounting