VP, Financial Modeling for Infrastructure M&A (Remote)

Leo Berwick, LP; Toronto; Hybrid; CAD 150,000 - 190,000; Full time

Benefits offered by this job

Unlimited PTO

Remote work

Pension contributions

Wellness benefits

Fringe stipend

Job summary

Leo Berwick in Toronto is seeking a Vice President – Financial Modeling to lead greenfield models for mid-market infrastructure and energy transactions. You will own deal financial modeling, ensure accuracy, and tailor outputs to client objectives.

You will collaborate with legal and tax teams, present findings to leaders and clients, travel within Canada and the USA, and oversee a fast-paced advisory practice in a growth-stage firm.

Qualifications

• Minimum 3 years of relevant experience.
• Bachelor’s degree in Accounting, Finance, Economics or related field required.
• CPA, CFA or comparable professional certification preferred.
• Completion of internal or external financial modeling training courses preferred.
• Experience with a start-up organization and/or a large professional services organization.

Responsibilities

• Create greenfield models and operate deal financial models for M&A transactions.
• Use excel-based formulaic review software to identify structural and formula risks in sell-side M&A models.
• Perform valuation analyses using cash flow, precedent transactions, and comparables.
• Prepare detailed reports and presentations communicating model findings and strategic recommendations to clients and stakeholders.
• Collaborate with clients to understand objectives and provide expert modeling guidance.
• Work with legal and tax teams to align models with broader transaction processes.
• Conduct rigorous reviews and validations of financial models to meet quality standards.

Skills

Financial modeling

Infrastructure finance

Excel modeling

Valuation analyses

Client communication

Attention to detail

Remote work

Travel ability

Education

Bachelor’s degree in Accounting/Finance/Economics

CPA or CFA preferred

Job description

Leo Berwick in Toronto is seeking a Vice President – Financial Modeling to lead greenfield models for mid-market infrastructure and energy transactions. You will own deal financial modeling, ensure accuracy, and tailor outputs to client objectives.

You will collaborate with legal and tax teams, present findings to leaders and clients, travel within Canada and the USA, and oversee a fast-paced advisory practice in a growth-stage firm.