BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal
Core
Senior Business Advisor leading high-value advisory engagements to strengthen financial performance, improve decision-making, and build enterprise value for Canadian SMEs, with a primary focus on Financial Management (70%) and a complementary focus on Business Transition and Strategy (30%).
Role type
Senior IC business advisor (financial management & strategy)
Builds
Financial plans, forecasts, cash flow models, KPIs, dashboards, costing models, transition roadmaps, and strategy execution frameworks for SMEs.
Domain
Financial services / Business advisory / SME support
Required skills
Financial analysis, Financial planning and analysis (FP&A), Financial modelling, Cash flow management, Budgeting and forecasting, Working capital management, Cost accounting, Profitability analysis, Strategic analysis, Enterprise value assessment, Project management, Business transition advisory, M&A advisory, Succession planning, Digital tools and AI for analysis
Preferred skills
Chartered Professional Accountant (CPA) designation, Master of Business Administration (MBA), Management consulting experience, Business consulting experience
Technologies
Digital tools, Artificial intelligence solutions, Management reporting tools
Responsibilities
Deliver financial management advisory engagements for SMEs; Assess financial performance and processes; Develop and implement financial plans, forecasts, and models; Advise clients on business transition, succession planning, and M&A; Manage advisory engagements including scope, budget, and timelines; Support business development and sale of advisory mandates.
Seniority
Senior, hands-on IC
