Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
Core
Senior Associate in Financial Due Diligence supporting M&A and capital markets deals for Financial Services clients (Insurance, Banking, Asset Management, Fintech) by analyzing financial data and validating assumptions.
Role type
Senior Associate, Financial Due Diligence (IC)
Builds
Transaction analyses (Quality of Earnings, normalized net working capital, debt analysis) and due diligence reports for buy-side and sell-side clients.
Domain
Financial Services (Insurance, Banking, Capital Markets, Asset & Wealth Management, Fintech)
Required skills
Financial analysis, Business valuations, Deal management, Corporate finance, Cost accounting, Financial forecasting, Data analytics, Audit experience, Financial reporting
Preferred skills
Chartered Accountant (CPA) designation, French fluency (Quebec), Team leadership
Technologies
Data analytics tools
Responsibilities
Participate in meetings with top-level management to obtain critical information; Develop comprehensive understanding of targeted companies; Undertake in-depth financial analysis to identify deal issues; Prepare key transaction analyses (QoE, NWC, debt analysis).