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

PwC South Africa; Toronto; On-site; Confidential; Full time

Job summary

PwC Canada is seeking a Senior Manager for Financial Due Diligence within Deals Transaction Services. The role focuses on leading buy-side and sell-side due diligence in the Financial Services sector, ensuring high-quality deliverables, managing risk, and coaching junior staff.

Strong leadership and analytics are essential for success. The position offers opportunities across the deal continuum, with a focus on client relationships and collaborative cross-functional work within a global network.

Qualifications

• Senior Manager level with Financial Due Diligence experience in Financial Services.
• CPA designation is asset.
• Strong leadership and project management skills.
• Excellent communication and presentation abilities.
• Experience coaching and developing junior staff.
• Data analytics experience with tools like Alteryx/Power BI/Tableau.
• French language requirements may apply for Quebec-based roles.

Responsibilities

• Lead and manage the deal process across the advisory continuum.
• Apply FS Transaction Services expertise to buy-side and sell-side due diligence.
• Ensure high-quality diligence deliverables and client reporting.
• Manage project risk and budgeting, and monitor costs.
• Build and maintain internal and client relationships.
• Coach and develop junior team members.
• Drive efficiency and insights through new tools and methodologies.

Skills

Leadership

Project management

Financial analysis

Communication

Team leadership

Data analytics

Education

Canadian CPA (asset)

Tools

Alteryx

Power BI

Tableau

Job description

Line of Service Advisory Industry/Sector FS X‑Sector Specialism Financial Due Diligence Management Level Senior Manager Job Description & Summary

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

• 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

• 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

The salary range for this position is $112,400 - $162,400.

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.

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.

Additional Information

Available for Work Visa Sponsorship? No

Government Clearance Required? No

Job Posting End Date

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 in 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 (???) ai yoga? …

Nous tenons à répondre à vos besoins tout au long du processus de demande d’emploi, d’entrevue et d’embauche. Si vous avez besoin de mesures d’adaptation pour être parfaitement à l’aise, faites-le nous savoir à l’étape de la demande d’emploi. L’utilisation de l’intelligence artificielle (IA) dans le domaine du recrutement en est à ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. À certains stades de notre processus de recrutement, nous comptons sur l’IA pour améliorer votre expérience. Par exemple, pendant l’examen du curriculum vitæ ou l’élaboration d’une liste de recommandations personnalisées, un agent conversationnel pourrait vous demander des précisions ou fixer avec vous un rendez‑vous pour l’entretien. L’IA nous aide à mieux lutter contre les préjugés, car l’évaluation des candidats se fait de façon juste et équitable, sans que les informations d’identification comme le nom ou le sexe soient connues. Elle nous permet également de mieux repérer les bons candidats pour un poste et d’évaluer le lien entre vos compétences, votre expérience et vos chances de réussir chez PwC Canada. Bien que l’IA facilite certaines étapes de notre processus de recrutement, les décisions finales d’embauche sont toujours prises par des personnes. Pour en savoir plus sur l’utilisation et la protection de vos données personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).