
Senior or Manager, Transaction Diligence (Sales and Purchase Agreement Advisory)
- Montreal, QC
- Permanent
- Full-time
- Manage and participate in SPA advisory engagements for acquisitions or disposals by private equity investors, funds, or strategic corporate clients. This includes working closely with clients, their bankers, and legal advisers, and performing tasks such as cash, debt, and working capital analysis, pricing schedule preparation, and financial reviews of the SPA and Completion Accounts.
- Advise clients on transaction mechanisms and financial analysis by providing insights on the most suitable purchase price mechanisms, analysing financial results through diligence findings and interviews, and supporting negotiations with clients to agree on detailed and compelling outputs.
- Build and maintain relationships with internal contacts and external clients to develop a portfolio of high-value projects, and collaborate with other EY service teams to deliver an integrated approach to clients.
- Possess a bachelor or master degree in accounting, business, finance, or economics, and be a CPA or CA, CFA, CBV, or an international equivalent.
- Senior
- have at least 3 years of experience in a professional services or chartered accounting environment, or in a financial performance and analysis or mergers & acquisitions role at a corporate organisation.
- Manager
- have at least 5 years of experience in a professional services or chartered accounting environment, or in a financial performance and analysis or mergers & acquisitions role at a corporate organisation.
- Demonstrated ability to quickly develop, build, and manage relationships with multiple clients and teams, both external and internal. Experience working with senior stakeholders on multiple engagements in a Transaction Diligence role or mergers and acquisitions environment.
- A keen interest in understanding businesses, transactions, and deal value drivers. Passion for client service excellence, attention to detail, and the ability to grasp complex issues and explain them clearly to non-accountants.
- The successful candidate must be willing and able to travel within Canada and US.
- This role involves interaction with clients operating nationally and globally. Bilingualism in both French and English is therefore a requirement of this role.