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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, due diligence, and client service within the Financial Services sector, leveraging strong analytical and communication skills to deliver high-quality insights and operational efficiency.
Highest-signal resume keywords
Chartered Accountant DesignationFinancial AnalysisDue DiligenceEngagement Team ManagementFluency in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Performance AnalysisQuality of Earnings AnalysisNormalized Net Working Capital AnalysisDebt and Debt-like Items AnalysisData Analytics Tools
Soft Skills
Strong Communication SkillsPresentation SkillsReport Writing SkillsLeadership Skills
Certifications & Qualifications
Chartered Accountant Designation
Industry Keywords
Financial ServicesDue DiligenceVendor AssistanceCarve-out ActivitiesOperational Efficiency
About the role
Key responsibilities & impact- Participate in meetings with top-level management in Financial Services businesses to obtain critical due diligence information
- Develop a comprehensive understanding of targeted companies, including key business drivers and market trends
- Undertake in-depth financial analysis of client and target financial data to identify deal issues and business value drivers
- Prepare transaction analyses including Quality of Earnings, normalized net working capital, and debt and debt-like items
- Use data analytics tools to improve data processing and analysis efficiency and present data effectively
- Perform buy-side due diligence
- Perform vendor assistance, vendor due diligence and carve-out activities
- Deliver high-quality client service and operational efficiency
- Collaborate with the wider Financial Services Deals group, including Corporate Finance and Strategy
Requirements
What you’ll need- Solid audit experience at a Senior Associate level
- A Chartered Accountant designation (or local equivalent)
- Proven technical and analytical capabilities, including financial and business performance analysis skills
- Experience with Financial Services companies
- Strong communication, presentation and report writing skills
- Proven engagement team management and leadership skills
- This role does not support completion of the Canadian CPA designation
- When applying to a Quebec-based opportunity, fluency in French is required; outside of Quebec, fluency in French is an asset
- Available for work visa sponsorship: No
Benefits
Comp & perks- Variable incentive pay programs may be available to eligible employees
- Competitive compensation package
- Inclusive benefits
- Flexibility programs
- Wellbeing support
- Training and development opportunities
- Exposure to a wide range of businesses, clients and deals
- Learning opportunities about deals in Canada, including valuation and structuring
- Travel opportunities
- Team-oriented and supportive work environment
- Accommodation throughout the application, interview, and employment process
