Transaction Services Senior Manager – Financial Services, (Bilingual FR/EN)

PwC Canada; Montreal; On-site; CAD 116,000 - 166,000; Full time

Benefits offered by this job

Competitive compensation

Total Rewards Package

Accommodation during application

Job summary

PwC Canada in Montreal is seeking a Transaction Services Senior Manager – Financial Services (Bilingual FR/EN) to drive buy- and sell-side due diligence, guiding teams through the deal continuum and delivering rigorous financial analyses.

The role emphasizes leadership, client communication, risk management, and developing talent within a high‑performing Deals Transaction Services group. Quebec fluency is required, with a focus on cross‑lingual collaboration.

Qualifications

• CPA designation or equivalent is preferred.
• Experience in Financial Due Diligence in Financial Services.
• Strong communication and presentation abilities.
• Ability to lead and coach junior staff.

Responsibilities

• Lead the deal process across the diligence continuum.
• Ensure high-quality diligence reports and client presentations.
• Manage project risk and budgeting.
• Develop client relationships and mentor junior staff.

Skills

Leadership

Project management

Financial due diligence

Financial analysis

Client relationship building

Communication

Presentation skills

Team leadership

Data analytics

French language

Education

Canadian CPA or equivalent

Tools

Alteryx

Power BI

Tableau

Job description

A career in our Financial Services(“FS”) 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

As a Transaction Services Senior Manager – Financial Services (Bilingual FR/EN) , unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t 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.

What You'll Bring

Your skills, knowledge, and experiences are what set you apart. Here's what we look for:

• Qualified Canadian CPA or equivalent reciprocal/recognized designation is an asset
• 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)
• When applying to a Quebec based opportunity, fluency in French is required. Outside of Quebec, fluency in French is an asset

This newly created role reflects our commitment to growth and delivering distinctive value for our clients and stakeholders.

The salary range for this position is $116,100 - $166,100. 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).