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Senior Financial Strategist

2 months ago

Vancouver, British Columbia, Canada Leo Berwick Full time
About the Role

**Job Summary**

We are seeking a highly skilled Senior Financial Strategist to join our growing Infrastructure, Renewables and Energy Transition Financial Advisory Practice at Leo Berwick. As a key member of our team, you will be responsible for creating and maintaining complex financial models for M&A transactions, ensuring accuracy, robustness, and relevance to each transaction.

Key Responsibilities
  • Develop and maintain financial models for M&A transactions, utilizing various methodologies, including cash flow, precedent transactions, and comparable company analysis.
  • Perform valuation analyses to provide expert guidance on financial modeling and strategic recommendations to clients and stakeholders.
  • Prepare detailed reports and presentations that effectively communicate financial model findings, transaction insights, and strategic recommendations.
  • Collaborate with clients to understand their transaction objectives and provide expert guidance on financial modeling.
  • Continuously enhance modeling techniques and methodologies to improve accuracy and relevance.
  • Work closely with other team members, such as legal and tax, to ensure alignment and integration of financial models with broader transaction processes and strategies.
  • Conduct rigorous reviews and validations of financial models to ensure they meet quality standards, regulatory requirements, and client expectations.
Requirements
  • Minimum 3 years of relevant experience in financial modeling and analysis.
  • Bachelor's degree in Accounting, Finance, Economics, or related field required.
  • CPA, CFA, or comparable professional certification preferred.
  • Experience with a start-up organization and/or a large professional services organization.
  • Excellent interpersonal, negotiation, and conflict resolution skills.
  • Excellent organizational skills and attention to detail.
  • A self-starter who is comfortable working remotely and in an unsupervised environment.
  • Ability to act with integrity, professionalism, and confidentiality.
What We Offer
  • Unlimited paid time off.
  • Generous performance-based bonuses.
  • Flexible working arrangements – remote and location flexibility.
  • Childcare subsidies.
  • Attractive medical, dental insurance.
  • Pension & retirement contributions.
  • Monthly fringe benefit stipend (up to $500).
  • Additional benefits to support your physical and mental wellness.