Analyst/associate - Transaction Advisory Services
3 weeks ago
Treewalk is a fast-growing accounting advisory practice based out of downtown Vancouver specializing in helping companies go public and administrative management, primarily financial reporting for public companies. Our clients are from all industry sectors and are issuers on the TSX-V, CSE, NASDAQ, and OTC.
**The Opportunity**
The Analyst will focus on the newly created transaction advisory service line of Treewalk, and be at the forefront of the corporate finance and M&A function.
The Analyst will be a trusted resource to our transaction advisory clients, along with our existing clients who are emerging companies in the marketplace. For our transaction advisory clients, the analyst will assist in all aspects of the M&A deal flow as required by either the buyer, or seller, helping to be a value creator and ensuring the success of all parties in the deal. For our existing clients, the Analyst will be acting as a business partner to guarantee the client’s profitability. The Analyst will be responsible for supporting clients in various aspects such as financial planning and analysis, and financial modelling.
**Key Responsibilities**
- Create and manage complex financial models to support forecasts and facilitate decision making, such as leveraged buyout and merger models
- Perform extensive work on financial due diligence engagements, including the assessment of quality of earnings, sustainability of EBITDA, quality of assets, working capital profile, and various other financial metrics
- Coordinate and facilitate data rooms, including working with other advisors on getting the required information for the deal
- Prepare detailed analysis on historical and projected financial performance
- Prepare and report findings to the board of directors: various financial analyses, including financial forecasts, budgets, variance analysis, product cost models and summary information for use in management reporting
- Conduct market and industry research to provide relevant information for deal teams, along with comparative benchmark valuations for companies in the go public process
- Assist in the development of the annual business plan and quarterly reforecasts and analyze actual vs. budgeted figures on an ongoing basis
- Work with stakeholders to review, approve and monitor variances from budget
- Other projects as required depending on business needs
**Qualifications and Experience**
- CPA (or passed CFE)
- Advanced data analysis and modelling skills in Google Sheets and/or Excel
- Understanding of the M&A process and deal flow is an asset
- Strong interpersonal and communication skills - must be able to interact with and present findings to senior management
- Excellent time management skills
- Independent thinking and an interested in taking initiative
- Proven ability to multitask and follow up on actions/ issues
**Salary**: Up to $80,000.00 per year
**Benefits**:
- Casual dress
- Company events
- Dental care
- Extended health care
- Flexible schedule
- Vision care
- Work from home
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Vancouver, BC: reliably commute or plan to relocate before starting work (required)
**Education**:
- Bachelor's Degree (preferred)
Work Location: Hybrid remote in Vancouver, BC
-
Transaction Advisory Services Supervisor
1 week ago
Vancouver, Canada RSM US LLP Full timeWe 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...
-
Associate, National Advisory
1 week ago
Vancouver, Canada CMLS Financial Full time**Associate, National Advisory** **Vancouver, BC or Toronto, ON** CMLS Financial is looking for an Associate or Senior Associate to join its growing National Advisory team. Reporting to the Associate Vice President, National Advisory, the Associate will be responsible for supporting the capital markets client execution services. The CMLS National Advisory...
-
Advisory Associate
3 weeks ago
Vancouver, Canada BlueShore Financial Full time**Advisory Associate** As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our clients. You have working experience with both investments and credit products and consider yourself a...
-
Advisory Analyst
2 weeks ago
Vancouver, Canada MLA Canada Full time**ABOUT MLA CANADA** MLA Canada is the most comprehensive real estate service provider in Canada. Partnering with residential developers, MLA Canada offers an unmatched level of expertise in advisory services, market intelligence, project marketing, sales, customer care and administration. From boutique projects to large masterplan communities, our diverse...
-
Advisory Associate
2 weeks ago
North Vancouver, Canada BlueShore Financial Full time**Advisory Associate** As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our clients. You have working experience with both investments and credit products and consider yourself a...
-
Advisory Associate
3 weeks ago
West Vancouver, Canada BlueShore Financial Full time**Advisory Associate** As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our clients. You have working experience with both investments and credit products and consider yourself a...
-
Associate Vice President, Valuation Advisory
1 week ago
Vancouver, Canada JLL Full timeJLL supports the Whole You, personally and professionally. JLL is currently seeking an individual to join our Value & Risk Advisory team in Vancouver as an Associate Vice President. As an Associate Director, you will play a pivotal role in our organization, leading strategic initiatives, and driving revenue growth in our business. The applicant will have...
-
Vancouver, Canada MNP Full timeInspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Transaction Accounting Advisory Services (TAAS) team as a Manager. This diverse team of professionals are dedicated to exceeding clients’ unique...
-
Associate - M&A Advisory
4 weeks ago
Vancouver, BC, Canada Capital West Partners Full timeWho We Are Established in 1990, Capital West Partners is a leading transaction advisory firm, based in Vancouver, BC, serving entrepreneur-owned, Western Canadian-based companies in the “mid-market” (i.e. companies with revenues between $10 million and $300 million). We help our clients plan, negotiate, and complete major transactions such as business...
-
Associate Director, Valuation Advisory
1 week ago
Vancouver, Canada JLL Full timeJLL supports the Whole You, personally and professionally. JLL is currently seeking an individual to join our Value & Risk Advisory team in Vancouver as an Associate Director. This high performance and dynamic team are expanding on its professional services team, in coordination with overall growth plans within JLL Canada, and globally. As an Associate...
-
Investment Banking Analyst
2 weeks ago
Vancouver, Canada Raymond James Financial Full time**Investment Banking Analyst** - 2302890 - At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...
-
Community Development Analyst
2 weeks ago
Vancouver, Canada ZN Advisory Full timeWe are currently in a phase of intentional growth and are looking to add a full-time permanent Community Development Analyst to our team. **ABOUT ZN ADVISORY** **OUR APPROACH** At ZN Advisory, we are a diverse team of community-driven professionals. Our approach is rooted in active listening and amplifying the voices of the clients we serve rather than...
-
Investment Banking Summer Analyst
4 weeks ago
Vancouver, British Columbia, Canada AGENTIS CAPITAL Full timeInvestment Banking Summer Analyst - Infrastructure M&A Advisory - Summer 2026Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year,...
-
Investment Banking Fall Analyst
6 days ago
Vancouver, British Columbia, Canada AGENTIS CAPITAL Full timeInvestment Banking Fall Analyst - Infrastructure M&A Advisory - Fall 2025Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple...
-
Investment Banking Fall Analyst
3 weeks ago
Vancouver, Canada AGENTIS CAPITAL Full timeInvestment Banking Fall Analyst - Infrastructure M&A Advisory - Fall 2025Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple...
-
Advisory Associate
2 weeks ago
West Vancouver, Canada BlueShore Financial Full time**Advisory Associate** As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our clients. You have working experience with both investments and credit products and consider yourself a...
-
Transaction Advisory Consulting Intern
7 days ago
Vancouver, Canada RSM US LLP Full timeWe 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...
-
Program Advisory
3 weeks ago
Vancouver, Canada Turner & Townsend Full time**Company Description** Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the...
-
Infrastructure Advisory Analyst
6 days ago
Vancouver, British Columbia, Canada AGENTIS CAPITAL Full timeAs a member of our infrastructure advisory team, you will be responsible for providing financial guidance to clients on various infrastructure transactions. The ideal candidate will have excellent analytical skills, be able to communicate complex concepts effectively, and possess a strong understanding of financial modeling.The internship program includes a...
-
Only 24h Left: Investment Banking Fall Analyst
3 weeks ago
Vancouver, British Columbia, Canada AGENTIS CAPITAL Full timeInvestment Banking Fall Analyst - Infrastructure M&A Advisory - Fall 2025Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple...