Transaction Services Manager - Financial Services (Bilingual FR/EN)
Core
Lead financial due diligence and transaction services for mergers, acquisitions, and divestitures within the Financial Services sector, providing data-driven insights to validate financial, commercial, and strategic 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 advisory reports for M&A deals
Domain
Financial Services (Insurance, Banking, Capital Markets, Asset Management, Fintech)
Required skills
Financial analysis, Due diligence, Business valuation, Project management, Team leadership, Data analytics, Client advisory, Financial reporting, Deal structuring, Stakeholder management
Preferred skills
Alteryx, Power BI, Tableau, French language fluency (Quebec), Coaching and mentoring
Technologies
Alteryx, Power BI, Tableau
Responsibilities
Undertake in-depth financial analysis of client and target data; Prepare key transaction analyses such as Quality of Earnings and normalized net working capital; Act as main daily point of contact for senior client contacts; Lead work streams on smaller and medium size engagements; Coach less experienced staff and assist in team member development
Seniority
Manager, hands-on IC with team leadership