Transaction Services Manager - Financial Services (Bilingual FR/EN)
Core
Lead financial due diligence and transaction services for mergers, acquisitions, and divestitures in the Financial Services sector, providing data-driven insights to validate assumptions for corporate and financial buyers.
Role type
Manager-level Financial Due Diligence Lead
Builds
Transaction analyses (Quality of Earnings, normalized net working capital, debt analysis) and strategic due diligence reports
Domain
Financial Services (Insurance, Banking, Capital Markets, Asset Management, Fintech)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial analysis, Quality of Earnings modeling, normalized net working capital calculation, debt analysis, project management, team leadership, client advisory, data analytics
Preferred skills
Alteryx, Power BI, Tableau, French fluency (for Quebec roles)
Technologies
Alteryx, Power BI, Tableau
Responsibilities
Undertake in-depth financial analysis of client and target data to identify deal issues and value drivers; Prepare key transaction analyses including Quality of Earnings and working capital; Act as a trusted adviser to clients on M&A transactions; Manage project timelines and deliver client-facing projects; Lead work streams on engagements and coach less experienced staff
Seniority
Manager, hands-on IC with team leadership