Associate, Transaction Advisory Services Expert

4 weeks ago

Toronto, Ontario, Canada Richter Full time

About Richter

Richter is a leading business advisory firm that provides strategic guidance to clients across various industries. With a rich history spanning nearly a century, our team of experts has developed a unique approach to help businesses navigate complex transactions and achieve sustainable success.

Our Services

We offer a comprehensive range of services, including financial due diligence, transaction advisory, and strategic consulting. Our team of experts works closely with clients to identify key risks and opportunities, providing actionable insights to inform their business decisions.

Job Summary

We are seeking a highly motivated and detail-oriented Associate to join our Transaction Advisory Services team. As an Associate, you will play a critical role in supporting buy- and sell-side engagements for our clients. Your responsibilities will include:

  • Assessing the quality of financial reporting and accounting policies
  • Identifying key risks and their impact on price and/or investment thesis
  • Conducting detailed financial analyses on historical performance and financial projections
  • Preparing reports, presentations, and documentation for internal and client use
  • Participating in regular communication with clients to understand their needs and provide updates on the progress of engagements
  • Collaborating with cross-functional team members to assist with other transaction advisory services

Responsibilities

As an Associate in Transaction Advisory Services, you will be responsible for:

  • Assessing the Company's quality of financial reporting and accounting policies
  • Identifying key risks and their impact on price and/or investment thesis
  • Conducting detailed financial analyses on historical performance and financial projections
  • Preparing reports, presentations, and documentation for internal and client use
  • Participating in regular communication with clients to understand their needs and provide updates on the progress of engagements
  • Collaborating with cross-functional team members to assist with other transaction advisory services

Requirements

To be successful in this role, you will need:

  • Minimum 2 years of relevant work experience in audit or transaction advisory services
  • 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)
  • Effective verbal and written communication skills at a business level
  • Strong computer literacy with emphasis on Excel, PowerPoint, and Word presentation skills
  • Very strong work ethic and ability to manage multiple mandates
  • Ability to prepare a financial analysis with 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)

What We Offer

Richter offers a competitive compensation package, including:

  • Competitive group benefits, including group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
  • Employee and Family access to 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

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