Transaction Services Manager - Financial Services (Bilingual FR/EN)

PwC Canada; Montreal; Hybrid; CAD 88,000 - 138,000; Full time

Job summary

PwC Canada in Montreal, Quebec, is seeking a Manager-level Financial Due Diligence professional to lead and deliver client engagements across buy-side and sell-side transactions within our Deals practice.

You will conduct in-depth financial analyses, develop quality of earnings analyses, manage projects, coach junior staff, and build client relationships in a hybrid work setting.

Qualifications

• Chartered Accountant designation (CPA or local equivalent)
• Manager level experience with solid Financial Due Diligence experience
• Strong financial analysis and business performance analysis skills
• Experience with Financial Services clients
• Excellent written and verbal communication and report writing
• Proven leadership and team management abilities
• Data analytics experience with tools like Alteryx, Power BI and Tableau (desirable)
• Role does not support Canadian CPA designation completion

Responsibilities

• Undertake in-depth financial analysis of client and target data to identify deal issues and value drivers
• Prepare key transaction analyses such as Quality of Earnings and normalized net working capital
• Provide advisory guidance as a trusted adviser to clients
• Manage projects and serve as primary day-to-day contact for senior client stakeholders
• Lead work streams and mentor junior team members
• Build and sustain client relationships and act as PwC ambassador

Skills

Financial Due Diligence

Manager level experience

CPA designation

Data analytics

Power BI

Tableau

Alteryx

Tools

Power BI

Tableau

Alteryx

Job description

A career in our Financial Due Diligence practice, within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures and capital markets. In short, we help some of the world’s leading companies originate, create, execute, and realise value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company. Our team assist organisations with both buy side and sell side due diligence. As part of our team, you’ll help us provide both corporate and financial buyers with peace of mind by analysing and validating all the financial, commercial, operational and strategic assumptions being made. Our team specializes in the Financial Services sector, performing due diligence and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you’ll have the opportunity to help our clients through the different stages of the M&A process.

The Opportunity:

• Financial Analysis and Due Diligence: Undertake in-depth financial analysis of client and target financial data to identify deal issues and business value drivers in a wide range of businesses within Financial Services
• Prepare key transaction analyses such as Quality of Earnings, normalized net working capital and analysis of debt and debt-like items. Data analytics tools will be utilized to drive efficiencies in data processing and analysis, and to present data effectively
• Advisory skills: Provide advice as a trusted adviser, using their skills, experience and understanding of transactions to the advantage of their client
• Project management
• Responsible for delivering client-facing projects, being the main daily point of contact for senior client contacts, managing your own time, planning and organizing work tasks, monitoring progress and meeting deadlines
• Teamwork: Key team member on large complex assignments and lead work streams on smaller and medium size engagements
• Building relationships: Build and sustain relationships with clients and internal contacts and to act as an ambassador and role model for PwC
• Developing people: Demonstrate the ability to give clear directions, as well as positive and constructive feedback
• Coach less experienced staff and actively assist in the development of other team members

What You'll Bring:

• Chartered Accountant Designation (CPA or local equivalent)
• Professional experience at Manager level with solid Financial Due Diligence experience
• Proven technical and analytical capabilities including proven financial and business performance analysis skills.
• Experience with Financial Services companies
• Strong communication, presentation and report writing skills
• Proven team management and leadership skills
• Data analytics experience, using tools such as Alteryx, Power BI and Tableau (desirable)
• This role doesn't support completion of the Canadian CPA designation
• PwC Canada is committed to cultivating an inclusive, hybrid work environment. Exact expectations for your team can be discussed with your interviewer
• When applying to a Quebec based opportunity, fluency in French is required. Outside of Quebec, fluency in French is an asset

What can you expect working in our Financial Services Deals group?

• New and exciting challenges – as part of a fast-growing FS Deals team
• Training and development opportunities
• Exposure to a wide range of businesses, clients and deals;
• Collaboration with the wider Financial Services Deals group, including Corporate Finance and Strategy.
• Learning opportunities - what makes deals work in Canada, how they are valued and structured (both finance and tax); and
• Travel opportunities and a team orientated and supportive work environment we have a great team and are looking to build on that!

This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.

The salary range for this position is $87,700 - $137,700. The posted salary range represents the expected hiring range for PwC locations in major city centres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Why you'll love PwC

We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations, Métis and Inuit Peoples. We recognize the systemic racism, colonialism and oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

We're committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.

The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).