Financial Due Diligence

3 months ago


Toronto, Canada RSM US LLP Full time

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM is looking for a Manager to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.

**Responsibilities**:

- Performs financial due diligence for clients who are acquiring and divesting businesses
- Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
- Prepares detailed financial analyses to help clients evaluate their acquisition decisions and financing requirements
- Uses various software tools as designated by the firm
- Interacts with the other functional areas of the practice including tax, audit and other consulting practices
- Assists in preparing proposals and engagement letters
- Represents the firm in community activities and professional associations

**Required Qualifications**:

- A bachelor's degree, ideally with a major in accounting or finance
- Minimum of 5 years experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm.
- Prior Financial Due Diligence experience is required.
- Supervision / Team Leadership experience
- Ability to direct and manage client engagements
- Excellent verbal and written communication skills
- Proficient with Microsoft Excel and Microsoft PowerPoint
- Ability to travel up to 10-15% locally and nationally

**Preferred Qualifications**:

- CPA certification
- Master's degree preferred
- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner

Compensation Range: $96,000 - $163,500

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.



  • Toronto, Canada KPMG Full time

    Overview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Within KPMG’s Transaction Services practice, our Deal Advisory professionals collaborate and provide financial due diligence services on behalf of our clients to help...


  • Toronto, Canada KPMG-Canada Full time

    **Overview** At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Within KPMG's Transaction Services practice, our Deal Advisory professionals collaborate and provide financial due diligence services on behalf of our clients to help...


  • Toronto, Canada KPMG-Canada Full time

    **Overview** At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Within KPMG's Transaction Services practice, our Deal Advisory professionals collaborate and provide financial due diligence services on behalf of our clients to help...


  • Toronto, Canada KPMG-Canada Full time

    **Overview** At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. **The opportunity** Within KPMG's Transaction Services practice, our Deal Advisory professionals collaborate and provide financial due diligence services on behalf of...


  • Toronto, Canada KPMG Full time

    Overview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. Within KPMG’s Transaction Services practice, our Deal Advisory professionals collaborate and provide financial due diligence services on behalf of our clients to help...


  • Toronto, Ontario, Canada Leo Berwick Full time

    As a Senior Associate with our Infrastructure, Renewables and Energy Transition Financial Due Diligence team at Leo Berwick, you will play a crucial role in providing high-quality financial due diligence services to our clients. Our firm is comprised of experienced advisors from global law and accounting firms who add value to transactions as trusted...


  • Toronto, Ontario, Canada Mastercard Foundation Asset Management Full time

    Company OverviewMastercard Foundation Asset Management is a leading organization in the financial industry, dedicated to building a diversified investment portfolio for the Mastercard Foundation. With a global investment strategy and mandate to deliver returns that will fund the philanthropic mission of the Mastercard Foundation and its partners, we are...


  • Toronto, Ontario, Canada Leo Berwick Full time

    Overview of the Role:We are seeking a highly skilled Senior Associate to join our growing Infrastructure, Renewables and Energy Transition Financial Due Diligence team at Leo Berwick.About Us: Leo Berwick is an innovative mergers and acquisitions consulting firm comprised of experienced advisors from global law and accounting firms. We provide value to...


  • Toronto, Canada University Pension Plan Full time

    ABOUT UPP UPP is the first pension plan of its kind in Ontario’s university sector, proudly serving over 40,000 members across four universities and fourteen sector organizations. Our purpose is to bring greater retirement peace of mind to the university sector by investing with integrity and serving members with care. As a sector-wide plan designed for...


  • Toronto, Ontario, Canada Mastercard Foundation Asset Management Full time

    Mastercard Foundation Asset ManagementWe are a growing asset management company established in 2023, headquartered in Toronto, Canada. Our global investment strategy aims to deliver returns that will fund the philanthropic mission of the Mastercard Foundation and its partners in Africa and Canada over the long term.We believe in cultivating an ecosystem of...


  • Toronto, Ontario, Canada Disability Solutions Full time

    About the OpportunityWe are seeking an experienced Anti-Money Laundering Due Diligence Expert to join our team. As an AML Due Diligence Expert, you will be responsible for conducting thorough due diligence reviews of clients at on-boarding to ensure compliance with internal AML requirements.Estimated salary range: $90,000 - $110,000 per year.The WorkConduct...


  • Toronto, Canada Exiger Full time

    **Job Location**: Remote Exiger Diligence is excited to welcome to its team experienced due diligence, compliance, and risk research professionals. We are searching for talented research professionals who know this industry and are passionate about research. We are also pleased to be expanding the geographic reach of our team by seeking professionals based...


  • Toronto, Canada Exiger Full time

    **Job location: Canada** Exiger Diligence is excited to welcome to its team experienced due diligence, compliance, and risk research professionals. We are searching for talented research professionals who know this industry and are passionate about research. We are also pleased to be expanding the geographic reach of our team by seeking professionals based...


  • Old Toronto, Canada Ontario Teachers' Pension Plan Full time

    Job OverviewThis role is part of the Due Diligence & Advisory Department within the Finance Division. The ideal candidate will oversee or lead operational due diligence engagements in respect of external managers.

  • Senior Associate

    4 weeks ago


    Toronto, Ontario, Canada Leo Berwick Full time

    About Leo BerwickWe are an innovative mergers and acquisitions consulting firm comprised of experienced advisors from global law and accounting firms.Our teams deliver a dedicated and customized service to every client, leveraging our expertise to add value throughout the deal life cycle.Job OverviewThis role involves participating in financial due diligence...


  • Toronto, Canada Albourne Full time

    **Job Title: Operational Due Diligence Analyst** Albourne Partners (Canada) Limited Location: 366 Adelaide Street W, Toronto, ON M5V 1R9 **Overview**: Albourne is an investment consultant which was founded in 1994. Albourne advises over 300 investors, including institutional investors, financial intermediaries, and family offices, on over $650 billion...


  • Toronto, Canada Leo Berwick Full time

    Who we are:Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every...


  • Toronto, Canada Leo Berwick Full time

    Who we are:Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every...


  • Toronto, Canada Leo Berwick Full time

    Who we are: Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every...


  • Old Toronto, Canada TD Bank Full time

    Senior Manager, Product Due Diligence Location: Canada Schedule: 37.5 hours per week Industry: Product Management Job Description: The TD Wealth Shelf Management & Investment Research ("SMIR") team is the TD Bank Financial Group's center of excellence and subject matter experts relating to all managed investment products. SMIR's purpose is to run a quality...