Financial Services Manager

2 months ago

Montreal, Quebec, Canada KPMG-Canada Full time
About the Role

We are seeking a highly skilled and experienced Manager to join our Transaction Services team in our downtown Montreal office. As a key member of our team, you will play a critical role in providing financial due diligence and M&A transaction support and advisory services to our clients.

Key Responsibilities
  • Co-coordinate financial due diligence and provide M&A transaction support and advisory services to our clients.
  • Interpret and analyze information memoranda, business plans, publicly available information on the target business.
  • Review and analyze historical trading, quality of earnings, cash flow, working capital, net debt, capital expenditure, forecasts, and underlying assumptions.
  • Review the adequacy of financing structure, including review of agreements and consideration of limits, terms, and covenants.
  • Evaluate potential synergies and post-merger integration considerations.
  • Report potential key issues for our clients, including identification of risk or price factors impacting investment decisions.
  • Review sale and purchase agreements and financial model to reflect findings of the due diligence process.
  • Develop, train, and coach junior team members through challenging and meaningful opportunities.
  • Deliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across businesses and borders.
  • Influence clients, teams, and individuals positively, leading by example and establishing confident relationships as a representative of KPMG Deal Advisory.
  • Understand key objectives for clients and KPMG and align people to them to set appropriate priorities and direction.
Requirements
  • Must have a professional designation (CPA, CA); having begun the CBV or CFA is an asset.
  • Must be able to achieve government security clearance.
  • 2+ years of transactional services experience and 5+ years of total experience of accounting and/or finance experience in a consulting and/or corporate environment.
  • Financial services experience, including banking, insurance, asset management, wealth management, payments, leasing, and/or fintech.
  • Financial due diligence or M&A analysis and report writing experience.
  • Professional report writing and presentation skills to assist in preparing pitch documents, proposals, and presentations.
  • Excellent verbal and written communication skills.
  • Proven ability to deliver the full cycle of project management and manage engagement teams and client deliverables.
  • Experience with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations, and team leadership.
  • Corporate Development, financial modeling, and analytics experience an asset.
  • Willingness and ability to travel internationally as required.
  • Business fluency in French to ensure communication with internal and external stakeholders.
About KPMG Canada

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive, and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work.

We strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best.

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