Transaction Services Senior Manager – Financial Services

PwC Canada; Montreal; On-site; CAD 103,000 - 172,000; Full time

Job summary

Join PwC Canada as a Senior Manager in Transaction Services specializing in Financial Services. This role involves leading financial due diligence efforts and guiding clients through mergers and acquisitions. You will leverage your expertise in the financial sector while overseeing diverse teams and ensuring high-quality project delivery.

Qualifications

• At least 5 years of experience in Financial Due Diligence.
• Strong understanding of Financial Services sector and transaction processes.
• Proven track record in managing due diligence teams.

Responsibilities

• Manage the entire process along the deal continuum.
• Deliver high-quality client service and operational efficiency.
• Lead and develop junior staff members.

Skills

Leadership

Communication

Analytical skills

Project Management

Relationship building

Education

Chartered Accountant Designation (CPA or local equivalent)

Tools

Data analytics tools (Alteryx, Power BI, Tableau)

Job description

Transaction Services Senior Manager – Financial Services

Join to apply for the Transaction Services Senior Manager – Financial Services role at PwC Canada

Transaction Services Senior Manager – Financial Services

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Join to apply for the Transaction Services Senior Manager – Financial Services role at PwC Canada

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.

Meaningful work you’ll be part of

As a Senior Manager, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited to:

Leadership and project management:

• Demonstrate strong leadership skills by managing the entire process along the deal continuum and driving collaboration across all lines of service (Tax, HR, IT, etc.) and with other network firms
  
  

Transaction Services advisory skills:

• Demonstrate a deep understanding of the Financial Services sector, the end to end transaction process, key deal issues and strategic implications, drawing on significant transactions experience with specialized expertise in one or more areas
• Be responsible for the quality of client deliverables, including diligence reports, presentation of diligence findings to clients and discussion of wider deal implications
• Take accountability for project risk management and identifying commercial, contractual and delivery risks
  
  

Building relationships:

• Drive strong, trusted client relationships, as well as relationships within the firm and with other network firms
• Focus on developing their personal brand and will proactively build and maintain professional networks to drive opportunities and generate new business
  
  

Developing people:

• Responsible for the coaching and continuing development of junior staff members. You’ll be a designated career coach for one or more employees to actively support in their performance appraisals, long-term development and career progression
  
  

Budgeting and efficiency:

• Learn and adapt to new software tools, and encourage adoption of such tools to improve efficiency and insights gained through our analysis
• Manage project budgeting, monitoring costs and raising bills and will ensure work is performed efficiently
  
  

Experiences And Skills You’ll Use To Solve

• Chartered Accountant Designation (CPA or local equivalent)
• Professional experience at a Senior Manager level, with solid Financial Due Diligence experience, experience in Financial Services preferred.
• Proven technical and analytical capabilities including proven financial and business performance analysis skills
• Excellent communication, presentation and report writing / review skills
• Proven due diligence engagement team management and leadership skills
• Proven ability to build and maintain professional relationships, both internally and externally
• Data analytics experience, using tools such as Alteryx, Power BI and Tableau (desirable)
• This role doesn’t support completion of the Canadian CPA designation
• When applying to a Quebec based opportunity, fluency in French is required. Outside of Quebec, fluency in French is an asset
  
  

PwC BC Region Pay Range Information

The salary range* for this position is $103,000 - $171,800, plus individuals may be eligible for an annual bonus payment. Actual compensation within the range will be dependent upon your skills, experience, qualifications and geographic location.

• Please note that the salary range for this position is reflected for our British Columbia region. Given our national recruiting approach, we recruit (and may hire) in other regions and therefore the salary range may differ depending on the work location. PwC is committed to competitive compensation and sharing salary ranges in accordance with applicable pay transparency legislation as they arise.
  
  

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

At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We’re committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.

We’re committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process. 583048WD

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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