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Financial Advisory Associate
3 months ago
Associate in Transaction Advisory Services
Overview
Richter is a distinguished Business | Family Office that offers strategic counsel on corporate matters and assists families in achieving their financial and personal aspirations across generations. With nearly a century of experience at the crossroads of family and business, Richter has cultivated a holistic approach to support business proprietors in attaining enduring success. Whether in business, personal matters, or both, Richter is exceptionally equipped to meet the requirements of Canada's most accomplished entrepreneurs, private clients, business proprietors, and family enterprises, guiding them in crafting a clear strategy to shape their legacy for the future. Established in 1926, Richter's multidisciplinary team of 600 professionals continuously innovates to generate value for our personnel, clients, and community in Canada and the United States.
What We Provide:
An opportunity to become a strategic partner for our clients, fostering relationships directly with entrepreneurs and businesses to deliver impactful advisory services. A pathway for career advancement with direct mentorship from your managers and firm partners. A workplace culture that prioritizes work-life balance and mental well-being. Our firm has adopted a modern approach to these matters, offering a hybrid work environment with flexible hours and resources to support your personal journey. Investment in your ongoing education and professional growth through various learning opportunities and tuition reimbursement.Practice Overview
Richter's Transaction Advisory Group is a vibrant and swiftly expanding practice within the firm. Our team of committed professionals excels in providing strategic financial guidance to clients involved in diverse 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 policies, and management reporting environment of the company. Issue Identification: Assisting in pinpointing key risks, including the impact on pricing and/or investment thesis. Financial Analysis: Conducting comprehensive financial analyses on historical performance, including the sustainability of earnings and cash flows, working capital, and financial projections. Documentation and Reporting: Crafting reports, presentations, and documentation for both internal and client use. Client Communication: Engaging in regular communication with clients to comprehend their needs and provide updates on engagement progress, including 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 begin by reviewing and analyzing financial statements and market data to gain insights into potential acquisition targets. Collaborating 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 abreast of industry trends and competitive landscapes to identify opportunities and potential risks.
The preparation of comprehensive financial analyses and reports, including quality of earnings analysis, will be a central part of your daily tasks, requiring 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 drive successful transactions for our private equity and corporate clients in Canada and the United States.
Qualifications We Seek
A minimum of 2 years of relevant experience in audit or transaction advisory services. An undergraduate or graduate degree with a focus on accounting, finance, or business administration, along with the completion of at least one finance or accounting designation (CPA, CBV, or CFA). Proficient verbal and written communication skills at a business level. Strong computer literacy with an emphasis on Excel, PowerPoint, and Word presentation skills. A robust work ethic and the ability to manage multiple assignments. 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 bonus. Tuition reimbursement. Professional dues reimbursement. CFE leave financial support. Academic incentives. Talent referral bonus. Client referral bonus. 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 who are seeking career advancement in a mid-sized family-oriented firm and possess a strong background in relationship building and fostering.
Interested candidates are encouraged to apply.
