Senior Director of Valuations and Business Strategy

4 days ago


Calgary, Alberta, Canada Kalos LLP I Transactions Diligence Advisory Full time

About Kalos LLP

Kalos LLP is a high-performing team dedicated to building strong relationships with clients. Founded in 2019 by Big 4 alumni, our firm specializes in transactions due diligence and valuation. We have been recognized as the Top Mid-Market M&A Advisory firm for Canada in both 2022 and 2023.

Our robust and growing team of experts has advised on over $125 billion in transaction value. We pride ourselves in being trusted advisors that possess the best of both worlds: large-firm bench strength of experience and acumen, combined with the personal attention and agility of a boutique.

We work with multi-billion-dollar private equity funds throughout North America and Europe, public companies, and private enterprises with a focus on mid-market deals and valuations.

Role Overview

We are seeking an experienced Senior Director (Manager) to join our team on a full-time basis. The ideal candidate will be responsible for:

  • Performing comprehensive valuations for various purposes, including financial reporting, M&A transactions, tax compliance, litigation, and strategic decision-making;
  • Leveraging advanced Excel skills in the design and preparation of complex financial models;
  • Managing multiple valuation projects simultaneously, ensuring high-quality deliverables, adherence to timelines, and alignment with client objectives;
  • Developing and maintaining strong client relationships and representing the firm in business development activities;
  • Staying updated on valuation methodologies, industry trends, and regulatory changes to ensure best practices in all deliverables;
  • Collaborating with cross-functional teams, including tax and transaction advisory, to deliver integrated solutions to clients.

Requirements

The successful candidate will possess:

  • 5 to 8 years of relevant work experience in assurance, corporate finance, and valuations;
  • Proficiency in valuation methodologies, including DCF, market approach, and asset-based approaches;
  • Advanced financial modeling skills, with strong proficiency in Excel and relevant valuation software;
  • Experience with valuation standards such as ASPE, IFRS, and US GAAP;
  • Completion of a CPA professional designation;
  • Strong written and verbal communication skills with a high degree of attention to detail;
  • Comfortable working with unstructured projects and timelines;
  • Results-oriented with a sense of urgency;
  • Quick learner and self-starter, thriving in an entrepreneurial, fast-paced environment.

Compensation and Benefits

The compensation package includes:

  • A competitive base salary range of $110,000 - $140,000 per year, commensurate with experience;
  • Variable compensation in the form of bonuses based on firm and personal performance;
  • Health, dental, and RRSP matching benefits.


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