Financial Advisory Associate
4 weeks ago
Associate in Transaction Advisory Services
Overview
Richter is a prominent Business | Family Office dedicated to delivering strategic insights on corporate matters and assisting families in achieving their financial and personal aspirations across generations. With nearly a century of experience at the intersection of family and business, Richter has cultivated a comprehensive approach to empower business owners in attaining enduring success. Whether addressing business or personal needs, Richter is uniquely equipped to cater to the requirements of Canada's most accomplished entrepreneurs, private clients, business proprietors, and family enterprises, guiding them in shaping their legacy for the future. Established in 1926, Richter's multidisciplinary team of 600 professionals consistently innovates to generate value for our people, clients, and the community in Canada and the United States.
What we provide:
An opportunity to become a strategic business ally for our clients, fostering relationships directly with entrepreneurs and organizations to offer impactful advisory services. The chance to advance your career with direct mentorship from your managers and firm partners. A culture that prioritizes work-life balance, mental health, and well-being. Our firm has embraced a modern approach to these aspects, providing a hybrid work environment with flexible hours and resources to support your personal journey. Investment in your ongoing education and professional growth through diverse learning opportunities and tuition reimbursement.Practice Overview
Richter's Transaction Advisory Group is a vibrant and rapidly expanding practice within the firm. Our team of committed professionals excels in offering strategic financial guidance to clients involved in various buy- and sell-side transactions. We are currently in search of a highly driven and detail-oriented individual to join our Transaction Advisory Services team as an Associate, focusing on Financial Due Diligence.
Key Responsibilities
As an Associate in Transaction Advisory Services, you will play a vital role in supporting buy- and sell-side engagements for our clients. Your responsibilities will encompass:
Assessment: Evaluating the quality of financial reporting, accounting practices, and management reporting environment of the company. Issue Identification: Assisting in pinpointing key risks, including their impact on pricing and investment strategies. Financial Analysis: Performing comprehensive financial analyses on historical performance, including the sustainability of earnings and cash flows, working capital, and financial forecasts. Documentation and Reporting: Creating reports, presentations, and documentation for both internal and client use. Client Communication: Engaging in regular communication with clients to understand their needs and provide updates on engagement progress, as well as participating in meetings and conference calls with target companies. Collaboration: Working alongside cross-functional team members to assist with other transaction advisory services, including valuations, tax, risk, IT, and more. Teamwork: Collaborating effectively with team members and other stakeholders to streamline workflows and ensure seamless execution of engagements.A Day in the Life of an Associate in Transaction Advisory Services:
As an Associate in Transaction Advisory Services, your day will be dynamic and multifaceted. You will start by reviewing and analyzing financial statements and market data to gain insights into potential acquisition targets. Working closely with senior team members, you will contribute to the due diligence process, examining the operational and financial aspects of target companies.
Your day will involve active participation in team discussions, where you'll provide valuable input for the due diligence process. Client interaction is a key aspect of your role, as you communicate findings and updates, ensuring alignment with client objectives. Your market research efforts will involve staying informed about industry trends and competitive landscapes to identify opportunities and potential risks.
The preparation of comprehensive financial analyses and reports, including quality of earnings assessments, will be a central part of your daily tasks, requiring meticulous attention to detail and a deep understanding of financial intricacies. Your role as an Associate in Transaction Advisory Services will be instrumental in delivering high-quality reports that facilitate successful transactions for our private equity and corporate clients in Canada and the United States.
Qualifications
A minimum of 2 years of relevant experience in audit or transaction advisory services. An undergraduate or graduate degree focused on accounting, finance, or business administration, along with the completion of at least one finance or accounting designation (CPA, CBV, or CFA). Effective verbal and written communication skills at a business level. Strong computer literacy, particularly in Excel, PowerPoint, and Word. A robust work ethic and the ability to manage multiple projects. Capability to prepare financial analyses with meticulous attention to detail. Strong interpersonal skills and the ability to work effectively within a team environment under time constraints. Comprehensive financial and accounting skills, including knowledge of Generally Accepted Accounting Principles (GAAP). Demonstrated ability to learn in a fast-paced environment and manage multiple projects and complex concepts.What Richter offers you:
Competitive group benefits, including group insurance, Health Spending Account, savings plans, and Employer Contribution Matching. Employee and Family access to a virtual healthcare network. Employee and Family Assistance Programs, including consultations with mental health professionals. Annual Health & Well-being Program. Hybrid work environment. Competitive performance bonuses. Tuition reimbursement. Professional dues reimbursement. CFE leave financial support. Academic incentives. Talent referral bonuses. Client referral bonuses. Access to an on-demand concierge nannying, babysitting, and tutoring service. Annual employee rewards and recognition.Application Process
We are eager to connect with motivated professionals seeking career advancement in a mid-sized, family-oriented firm and who possess a strong background in relationship building.
If this aligns with your career aspirations, we encourage you to consider this opportunity.
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