Manager, Financial Diligence (Calgary)
- Calgary, AB
- Permanent
- Full-time
- Participate and play a leadership role in due diligence engagements related to acquisitions or divestments by private equity investor groups and strategic corporate players.
- Analyse financial/operational results of targets through analysis of operational accounting records and conducting interviews with management.
- Identify and quantify GAAP issues as they relate to the valuation of the target.
- Prepare/evaluate pro forma financial information.
- Analyse carve-out issues, as applicable relating to a buy-side or sell-side project.
- Identify issues for purchase price reductions, deal structuring or deal termination.
- Identify post-acquisition/divestiture action steps.
- Evaluate effects of seasonality on cash flow requirements.
- Perform industry and company research.
- Correlate due diligence findings with client valuations and manage expectations of service.
- Develop people including supervising staff effectively, providing constructive feedback/training and conduct performance reviews.
- Build strong relationships across service lines, manage cross-functional collaboration and delivery.
- Leverage data analytics, automation, and AI-enabled tools to enhance financial due diligence, identify key value drivers and risks, and deliver insights efficiently in complex transactions.
- Minimum 6 years of experience with 2+ years of diligence experience is required.
- Bachelor's or Master's Degree in Accounting and/or related major.
- CPA or CA, CPA certification (or equivalent)
- Advanced Excel proficiency.
- Proficiency with analytics tools strongly preferred: familiarity with PowerBI for data visualization and Alteryx for data preparation.
- Proficiency with AI tools strongly preferred: familiarity with copilot and leveraging proprietary AI solutions to streamline workflows.
- Effective written and verbal communication skills.
- Strong analytical and interpersonal skills.
- Dedication to teamwork.
- Strong work initiative and the ability to adapt to new challenges and ideas.
- Willingness to team and learn.
- The successful candidate must be willing and able to travel within Canada and US.
- Support and coaching from some of the most engaging colleagues in the industry
- Learning opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that's right for you