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

PwC International; Toronto; On-site; CAD 121,000 - 192,000; Full time

Job summary

PwC Canada is seeking a Manager-level Financial Due Diligence professional to join Deals Transaction Services, focusing on buy- and sell-side engagements across the Financial Services sector, including Insurance, Banking & Capital Markets, Asset & Wealth Management, and FinTech subsectors. This role emphasizes data-driven insights, client liaison, and mentoring junior staff within a collaborative team.

CPA designation and strong communication are essential for success.

Qualifications

• CPA/CA designation or equivalent required.
• Manager level experience in Financial Due Diligence.
• Proven analytical and financial performance analysis capabilities.
• Experience with Financial Services clients.
• Strong communication, presentation and report writing skills.
• Team-management and leadership experience.
• Data-analytics experience with Alteryx, Power BI or Tableau (desirable).

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, normalised net working capital, and debt analyses.
• Utilise data-analytics tools to drive efficiencies in data processing and presentation.
• Provide trusted advisory advice using expertise in transactions and industry knowledge.
• Manage client-facing projects, acting as the main daily point of contact for senior client contacts, and ensuring on-time delivery.
• Lead work streams on large complex assignments and support smaller and medium-size engagements.
• Build and sustain relationships with clients and internal contacts, acting as an ambassador for PwC.
• Coach less experienced staff and contribute to the development of team members.

Skills

Financial due diligence

Financial analysis

Leadership

Communication

Data analytics

Education

CPA / Chartered Accountant designation

Tools

Alteryx

Power BI

Tableau

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. Through data‑driven insights we help our clients move in the right direction, ensuring maximum value for their company. Our team assists organisations with both buy‑side and sell‑side due diligence across the Financial Services sector, including Insurance, Banking & Capital Markets, Asset & Wealth Management, and FinTech subsectors.

Responsibilities

• Undertake in‑depth financial analysis of client and target financial data to identify deal issues and business value drivers.
• Prepare key transaction analyses such as Quality of Earnings, normalised net working capital, and analysis of debt and debt‑like items.
• Utilise data‑analytics tools to drive efficiencies in data processing and presentation.
• Provide trusted advisory advice using expertise in transactions and industry knowledge.
• Manage client‑facing projects, acting as the main daily point of contact for senior client contacts, and ensuring on‑time delivery.
• Lead work streams on large complex assignments and support smaller and medium‑size engagements.
• Build and sustain relationships with clients and internal contacts, acting as an ambassador for PwC.
• Coach less experienced staff and contribute to the development of team members.

Qualifications

• Chartered Accountant designation (CPA or local equivalent).
• Professional experience at Manager level with solid Financial Due Diligence experience.
• Proven technical and analytical capabilities, including financial and business performance analysis.
• Experience working 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 or Tableau (desirable).
• Note: This role does not support completion of the Canadian CPA designation.

Compensation & Benefits

Salary range: $84,700 - $134,700 (US), based on skills, experience, qualifications and work location. Eligible employees may participate in variable incentive pay programs. We offer a competitive compensation package that complies with all relevant pay‑transparency legislation.

EEO & Accommodation

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 are 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.