Transaction Advisory

3 weeks ago

Toronto, Ontario, Canada Segal GCSE LLP Full time
January 23, 2025

Segal GCSE LLP is an audit, accounting, tax and business advisory leader in Toronto and surrounding regions. We were established in 2022 (effective July 1, 2022) as a merger of two independent firms, Segal LLP and GCSE LLP. Together, we have formed one of the largest independent firms in the GTA, providing our valued clients with an expansive service experience, which enables greater opportunities for growth and prosperity for both our team and our clients.

The Role:

The Manager, Financial Due Diligence position represents a significant opportunity for those looking to advance their career by filling an important role in the growing Transaction Advisory practice. In this fast-paced and collaborative role, you will be contributing to the analysis and preparation of Quality of Earnings, Financial Due Diligence, and M&A transaction advisory, transaction services and deal advisory (mergers, acquisitions and divestitures), management consulting. This position is ideal for individuals who are passionate about finance, accounting and transaction services and seek a career in transaction services and deal advisory. We offer an exciting change from traditional accounting positions.

The role will be reporting to the Director/Partner of the Transactions group and play an integral role within the team by supporting and managing various aspects of the engagement. The role will be responsible to support the advisory practice in the following focus areas:

Responsibilities:

- Preparation of engagement proposals and assist in the engagement planning and budget.
- Interrupt and examine information memorandums, business plans, publicly available information on the target business.
- Assist with the preparation of confidential information memorandums, marketing material, management presentations and client presentations.
- Prepare and manage diligence request lists and datarooms.
- Understand business' historical financial performance, inquire about its key accounting policies, and evaluate its controls systems.
- Identification of key issues for the clients, including risk of price factors, impacting investments decisions.
- Prepare in-depth analyses to understand the sustainability of earnings, the drivers of working capital, and other key financial metrics.
- Coordinate financial due diligence and provide M&A transaction support to clients including qualitative and quantitative analysis.
- Incorporate the above analyses and assist in the preparation of Quality of Earnings or Due Diligence reports.
- Review the adequacy of financing structure, including review of the agreements and the consideration of limits, terms and covenants.
- Assist with the daily activities of an acquisition, divestiture, merger or financing assignment (i.e., the due diligence process for buy and sell side engagements).
- Regular communication with the team on the engagement status regarding the overall file management, including but not limited to the progression of the deliverables, job hours and fee monitoring.
- Participate in new business development meetings and calls.
- Review sale and purchase agreements and financial model to reflect findings of the due diligence process.
- Preparation of completion documents to "close-out" files in an efficient manner, and in accordance with professional practice standards.

Qualifications:

- CPA, CFA or MBA designation.
- Public accounting experience is an asset.
- Strong analytical and problem-solving skills, with the ability to gather, organize and report information.
- Working proficiency in Office 365 including Word, Excel, PowerPoint, and Teams is essential.

What will set you apart:

- Be a self-starter and possess effective written/verbal communication skills and strong analytical and research skills.
- Ability to thrive and commit to demanding deal environments.
- Be organized and able to meet multiple project deadlines while being detail oriented.
- Be collaborative, demonstrate a team-player mindset and strive to deliver an exceptional client service experience.
- Ability to set priorities, manage competing demands, oversee the work of students and other junior practitioners, and possesses excellent self-discipline and organizational skills. Candidates must also have the ability to maintain professional composure in high-stress situations to meet tight deadlines and resolve issues.
- Strong verbal and written communication and interpersonal skills, such as being comfortable communicating with clients to request information and respond effectively to questions, conscious of client relations and expectations.
- Ability to write clear and concise reports, communications and other materials, and ability to effectively present information in schedules.
- Ability to think creatively and provide practical solutions to complex problems. Candidates must possess strong analytical skills, research capabilities, as well as strong business acumen.
- Detail-oriented, highly organized with exceptional documentation and record keeping abilities.
- Ability to work well both autonomously and collaborate in a team environment (including both internal and external parties).
- Positive attitude, strong work ethic, open to feedback and have a desire to be a team player in a collaborative and fun team environment.
- Entrepreneurial mindset, be self-motivated, and committed to professional growth through continuous learning.
- Demonstrates interest, enthusiasm and ambition to further grow as a leader in the firm, including the development and recommendation of best practices within the team, suggestions for marketing initiatives to promote the firm's expertise and services, and generate other ideas and solutions.

Thank you for your interest in the role and our Firm. Please visit our website at www.segalgcsellp.com. Only short-listed candidates will be contacted for an interview. If you require an accommodation at any point in the recruitment process, please contact us directly at hr@segalgcsellp.com.

#J-18808-Ljbffr

  • Transaction Advisory Services Expert

    6 days ago

    Toronto, Ontario, Canada RPMGlobal Full time

    Transaction Advisory Services ExpertWe are seeking an experienced Transaction Advisory Services Expert to join our team. In this role, you will provide expert advice to clients on matters related to mergers and acquisitions, divestitures, and restructuring.Key ResponsibilitiesLeading financial due diligence projects, including preparation of financial models...

  • Transaction Advisory Manager

    4 days ago

    Toronto, Ontario, Canada Colliers Project Leaders Full time

    At Colliers Project Leaders, we're seeking a skilled Senior Associate to join our Infrastructure Advisory Business Unit.This individual will play a key role in providing expert advice and guidance to clients on various aspects of infrastructure project management.The successful candidate will have excellent analytical and communication skills, experience...

  • Transaction Advisory Expert

    1 week ago

    Toronto, Ontario, Canada Banque Nationale du Canada Full time

    **Key Responsibilities**As an Investment Banking Analyst or Associate on Banque Nationale du Canada's Technology, Media, Telecom, and Healthcare (TMTH) team, you will play a lead role in supporting the team's deal execution and pitch activity. You will participate in a wide variety of transactions led by senior members of the team and gain exposure to...

  • Canada - Manager - Transaction Advisory - IT Due Diligence

    5 days ago

    Toronto, Ontario, Canada Alvarez and Marsal Full time

    Job Description Job Description DescriptionAbout A&MCompanies, investors, and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action, and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management...

  • Infrastructure Investment Banking Associate

    3 days ago

    Toronto, Ontario, Canada AGENTIS CAPITAL Full time

    Company OverviewAgentis Capital Advisors is a top-tier global financial advisor committed to delivering unparalleled value and advice to its clients. We have received multiple industry awards, including Proximo Infra's 2022 North American Financial Advisor of the Year and IJGlobal's 2022 Judge's Choice Award.We operate a robust platform with four main...

  • Transaction Specialist

    24 hours ago

    Toronto, Ontario, Canada National Bank Full time

    About the Role:We are seeking a highly skilled Transaction Specialist to join our TMTH team in Toronto. As an Investment Banking Analyst or Associate, you will play a key role in supporting deal execution and pitch activity, working closely with senior members of the team to evaluate and analyze the financial needs of corporate...

  • Canada - Senior Associate - Transaction Advisory - IT Due Diligence

    5 days ago

    Toronto, Ontario, Canada Alvarez and Marsal Full time

    Job Description Job Description DescriptionAbout A&MCompanies, investors, and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action, and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management...

  • Transaction Advisory Manager

    8 hours ago

    Toronto, Ontario, Canada SML Inox Full time

    About the RoleWe are seeking a seasoned professional to fill the position of Manager, Financial Due Diligence within our Transaction Services team. The successful candidate will possess extensive experience in financial due diligence, transactional services, and accounting. They will be responsible for analyzing complex financial data, identifying potential...

  • Transaction Advisory Professional

    6 days ago

    Toronto, Ontario, Canada Blair Franklin Capital Partners Full time

    Key ResponsibilitiesOriginate and foster new relationships with potential clients from personal networks and referral networks.Lead deal teams by providing transaction guidance and managing junior professionals' workflow.Mentor junior professionals to enhance their skills and expertise.

  • Transaction Advisory Expert

    4 days ago

    Toronto, Ontario, Canada GeoComply Full time

    In this exciting role at GeoComply, you will have the opportunity to work with a high-performing team that advises clients on complex transactions. With a focus on delivering exceptional results and driving business growth, you'll be part of a dynamic team that values collaboration and innovation.What You'll BringProven experience in corporate finance,...

  • Transaction Support Professional

    8 hours ago

    Toronto, Ontario, Canada SML Inox Full time

    About SML InoxSML Inox's Deal Advisory practice provides expert transaction support to clients across various industries, leveraging our extensive network and knowledge of the global market.We are currently seeking a highly skilled Transaction Support Professional to join our team, who can assist in providing comprehensive deal advisory services, including...

  • Financial Advisory Board Member

    5 days ago

    Toronto, Ontario, Canada Yorktown Search Partners Full time

    **About the Firm Yorktown Search Partners**About Our Client:Yorktown Search Partners is a prominent investment advisory firm that excels in complex financial transactions. Their team provides comprehensive advisory services, optimizing valuations and ensuring compliance with industry standards to support sustainable growth.The client seeks experienced board...

  • Project Advisory Specialist

    4 days ago

    Toronto, Ontario, Canada Colliers Project Leaders Full time

    At Colliers Project Leaders, we deliver capital project solutions to fulfill our clients' needs across the built environment. Our work makes a difference in communities and for the people who live there.We have a passion for it. Our commitment to realizing our clients' vision inspires us to look beyond the immediate – to the possibilities of what we can...

  • Manager, Technical Advisory

    4 weeks ago

    Toronto, Ontario, Canada The Mason Group Inc Full time

    Manager, Technical AdvisoryEmployment TypePermanentLocationToronto, OntarioApply SHARE THIS JOBJob Description:Are you a highly technical accounting professional with past public company audit experience a big-four accounting firm?Are you looking to join a dynamic, global organization with a very positive work culture?If so, this is the opportunity for...

  • Associate, Governance Advisory

    5 days ago

    Toronto, Ontario, Canada Kingsdale Advisors Full time

    About Kingsdale AdvisorsWith offices in Toronto, Calgary, and New York, Kingsdale Advisors is the leading shareholder services and advisory firm, having acted on the largest and most high-profile proxy fights and transactions. Since 2003, public companies across North America have looked to the expertise of Kingsdale Advisors to help them reach out to...

  • Associate, Governance Advisory

    1 week ago

    Toronto, Ontario, Canada Kingsdale Advisors Full time

    About Kingsdale AdvisorsWith offices in Toronto, Calgary, and New York, Kingsdale Advisors is the leading shareholder services and advisory firm, having acted on the largest and most high-profile proxy fights and transactions. Since 2003, public companies across North America have looked to the expertise of Kingsdale Advisors to help them reach out to...

  • Manager, Technical Advisory

    3 weeks ago

    Toronto, Ontario, Canada The Mason Group Inc Full time

    Manager, Technical AdvisoryEmployment TypePermanentLocationToronto, OntarioApply SHARE THIS JOB           Job Description:Are you a highly technical accounting professional with past public company audit experience a big-four accounting firm?Are you looking to join a dynamic, global organization with a very...

  • Director/Associate Principal, M&A Advisory

    3 weeks ago

    Toronto, Ontario, Canada Acquatio Full time

    Director/Associate Principal, M&A Advisory Acquatio is Canada's leading M&A advisory firm specialized in serving the wealth management industry. We provide expert guidance to buyers and sellers of Canadian wealth management firms, ensuring seamless transitions, optimized valuations, and successful exits. We provide succession planning, business valuation,...

  • Director/Associate Principal, M&A Advisory

    2 weeks ago

    Toronto, Ontario, Canada Acquatio Full time

    Director/Associate Principal, M&A Advisory Acquatio is Canada's leading M&A advisory firm specialized in serving the wealth management industry. We provide expert guidance to buyers and sellers of Canadian wealth management firms, ensuring seamless transitions, optimized valuations, and successful exits. We provide succession planning, business valuation,...

  • Financial Institution Advisory Lead

    7 days ago

    Toronto, Ontario, Canada Acquatio Full time

    About UsAt Acquatio, we're accelerating the impact of ambitious wealth management firms through expert M&A advisory services.We provide a unique blend of financial expertise, industry knowledge, and deal execution capabilities to help our clients achieve their goals.The OpportunityWe're looking for a seasoned Partner, M&A Advisory to join our team and...