Transaction Services Senior Manager – Financial Services, (Bilingual FR/EN)
Core
Lead financial due diligence and M&A advisory for buy-side and sell-side clients in the Financial Services sector, validating assumptions across insurance, banking, capital markets, asset management, and fintech.
Role type
Senior Manager, Transaction Services (Financial Due Diligence)
Builds
Diligence reports, strategic deal insights, and validated financial/commercial/operational assumptions for corporate and financial buyers.
Domain
Financial Services (Insurance, Banking & Capital Markets, Asset & Wealth Management, Fintech)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial due diligence, M&A process expertise, project management, team leadership, financial analysis, business performance analysis, risk management, client relationship management, budgeting, coaching
Preferred skills
Canadian CPA or equivalent designation, experience in Financial Services, data analytics (Alteryx, Power BI, Tableau), fluency in French (Quebec only)
Technologies
Alteryx, Power BI, Tableau
Responsibilities
Manage the entire deal continuum and collaborate across lines of service; ensure quality of client deliverables and present findings; manage project risk and budget; coach and develop junior staff; build professional networks.
Seniority
Senior Manager, hands-on leadership with mentorship