Senior Manager, Valuations & Modelling

BDO View all jobs

  • Canada
  • Permanent
  • Full-time
  • 2 months ago
Putting people first, every dayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.Your OpportunityBDO Canada LLP is seeking a Senior Manager to join our valuations & modelling team in Toronto. We are looking for dynamic candidates with proven expertise in delivering high-quality valuation services and driving business growth. Our clients include a wide range of Canadian and global entrepreneurial businesses from start-ups to established incumbents. Our range of experience covers the full spectrum of industries, business sizes, and valuation complexity, helping owner-managed companies to large publicly traded corporations. Deep industry expertise allows us to be agile and responsive, bringing in resources from our global accounting and consulting network when required. This is a new role.This role focuses on expanding business opportunities while providing valuation services to clients in any of the following areas:
  • Investment Entity Reviews: Lead investment entity and investment holding entity reviews in accordance with CBV standards for large enterprise clients and institutional investors, supporting tax planning, compliance, and transaction-related requirements.
  • Business Valuations: Manage business valuation engagements for financial planning, compliance, tax planning, and transaction advisory purposes. Provide strategic guidance on mandates involving the sale of businesses.
  • Fairness Opinions: Lead fairness opinion projects providing objective and independent analysis and help companies determine the fairness of numerous transactions, including proposed transactions, mergers or acquisitions, divestitures, unsolicited offers for a public company’s shares, and hostile takeovers.
  • Audit Assistance: Assist BDO assurance practice in validating the fair value of assets and liabilities, ensuring compliance with accounting standards and regulatory requirements.
  • Financial Instruments: Provide valuation expertise using binomial models, Monte-Carlo simulations, hedge accounting for complex financial instruments, including stocks, bonds, derivatives, employee stock options, senior debt, and other complex securities.
Your responsibilities will include the following critical elements:
  • Leadership and Team Development: Mentor and guide team members, including CBVs and CBV students, to foster a collaborative, high-performing environment. Provide ongoing training to enhance technical and professional skills.
  • Project and Quality Management: Oversee projects to ensure timely and high-quality delivery within scope and budget. Review deliverables to align with client expectations and professional standards.
  • Expert Insights and Decision-Making: Analyze data and provide informed recommendations to clients, demonstrating expertise in business valuation methodologies, industry practices, and advanced technical skills for complex engagements.
  • Reporting Excellence: Deliver clear, well-supported valuation reports tailored to client needs and aligned with professional standards.
  • Client Relationship and Business Development: Build and maintain strong client and referral source relationships, ensuring high satisfaction while identifying growth opportunities. Pursue business development initiatives, including responding to RFPs, creating high-quality proposals, and expanding client engagements.
  • Strategic Collaboration and Cross-Selling: Collaborate with clients and partners to identify and cultivate value-added opportunities, leveraging cross-selling potential across services.
  • Thought Leadership and Brand Building: Develop and share thought leadership articles to enhance brand and service awareness through platforms such as BDO’s website and LinkedIn.
How do we define success for your role?
  • You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and Collaboration.
  • You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work.
  • You identify, recommend, and are focused on effective service delivery to your clients.
  • You share in an inclusive and engaging work environment that develops, retains & attracts talent.
  • You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.
  • You grow your expertise through learning and professional development.
Your experience and education
  • You have strong business acumen with a deep interest in equity and debt markets, economics (local and global), and general finance.
  • You have exceptional understanding of valuation methodologies and financial analysis.
  • You have completed a bachelor’s degree or higher in a relevant field (e.g., accounting and/or finance).
  • You have a minimum of 7 years of professional experience, including 5+ years of direct valuation expertise.
  • You have relevant professional designations (e.g., CPA/CA, CFA, CBV).
  • You exhibit a growth mindset, continually seeking opportunities for innovation and improvement.
  • You thrive in a collaborative organization and environment.
  • You display exceptional communication skills, both written and verbal, and presentation skills for internal/external purposes.
  • You actively engage in business development activities, contributing to the growth and success of the firm.
  • You lead by example, inspiring and motivating your team to achieve their full potential and deliver exceptional results.
The expected range of compensation for this role is $123,000 to $173,000 annually.Why BDO?Our people-first approach to talent has earned us a spot among . This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.Our firm is committed to providing an environment where you can be successful in the following ways:We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.We support your achievement of personal goals outside of the office and making an impact on your community.Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, .Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.Code of Conduct: Our sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.More information on BDO Canada’s Privacy Policy can be found here:Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.To explore other opportunities at BDO, check out our .

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