Manager, Financial Diligence

• Participate in and play a leadership role in due diligence engagements related to acquisitions or divestments by private equity investor groups and strategic corporate players
• Analyze financial and operational results of targets using operational accounting records and management interviews
• Identify and quantify GAAP issues relating to target valuation
• Prepare and evaluate pro forma financial information
• Analyze carve-out issues for buy-side or sell-side projects
• Identify issues for purchase price reductions, deal structuring, or deal termination
• Identify post-acquisition and divestiture action steps
• Evaluate the effects of seasonality on cash flow requirements
• Perform industry and company research
• Correlate due diligence findings with client valuations and manage service expectations
• Develop people by supervising staff, providing constructive feedback and training, and conducting performance reviews
• Build strong relationships across service lines and manage cross-functional collaboration and delivery

Requirements

• Bilingualism in both French and English is required
• Minimum 6 years of experience, including 2 years of diligence experience
• Bachelor's or Master's Degree in Accounting and/or related major
• CPA or CA certification, or equivalent
• Advanced Excel proficiency
• Proficiency with analytics tools strongly preferred, including familiarity with PowerBI for data visualization and Alteryx for data preparation
• Effective written and verbal communication skills
• Strong analytical and interpersonal skills
• Dedication to teamwork
• Strong work initiative and ability to adapt to new challenges and ideas
• Willingness to team and learn
• Willingness and ability to travel within Canada and the US

Core Competencies

Demonstrates expertise in financial analysis, due diligence, and operational accounting, with a strong focus on GAAP compliance and valuation. Proficient in managing cross-functional teams and fostering collaboration while delivering actionable insights for acquisitions and divestitures.

Highest-signal resume keywords

• Bilingualism In French And English
• CPA Or CA Certification
• Advanced Excel Proficiency
• Due Diligence Experience
• Proficiency With PowerBI And Alteryx

Hard Skills

• Financial Analysis
• Operational Accounting
• GAAP Compliance
• Pro Forma Financial Preparation
• Valuation Analysis
• Carve-Out Analysis
• Cash Flow Evaluation
• Industry Research
• Diligence Engagements
• Deal Structuring

Soft Skills

• Effective Communication
• Analytical Skills
• Interpersonal Skills
• Teamwork Dedication
• Adaptability

Certifications & Qualifications

• CPA
• CA

Industry Keywords

• Due Diligence
• Acquisitions
• Divestitures
• Private Equity
• Valuation

Tools & Technologies

• PowerBI
• Alteryx
• Excel