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Senior Associate – Infrastructure Financial Due Diligence (Canada)

Role overview

Qualifications

  • Minimum 2 years of relevant experience
  • Bachelor’s degree in Accounting, or related field required
  • CPA or comparable accounting/finance designation preferred
  • Experience with a start-up organization and/or a large professional services organization

Responsibilities

  • Participate in financial due diligence engagement related to acquisitions or divestments
  • Analyze business plans and publicly available information on the target business
  • Review all historic financial data available related to the proposed deal
  • Evaluate potential synergies and post-merger integration considerations

Key facts

Other skills

  • Procedure Development
  • Team Effectiveness
  • Communication
  • Negotiation
  • Organizational Skills
  • Detail Oriented
  • Personal Integrity
  • Professionalism
  • Client Confidentiality

About the company

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Leo Berwick

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Company details

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Job description

About Leo Berwick

Leo Berwick is an innovative, commercially focused mergers and acquisitions advisory firm serving the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across a broad range of industries, with deep expertise in infrastructure and energy. Our team of more than 120 M&A advisory leaders and specialists from the Big Four and Big Law partners with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high-impact advice.

At Leo Berwick, we hire the best and the brightest. As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional together while delivering dedicated, customized service to every client.


What we’re looking for

  • Leo Berwick is looking for a Sr. Associate to join our growing Infrastructure, Renewables and Energy Transition Financial Due Diligence deal team.

You’re the right fit for this role if you –

  • You are a passionate financial strategist looking to be a true partner in a fast-paced, evolving firm
  • You are a skilled communicator, able to translate complex financial data into actionable information for our leaders and clients
  • You have experience designing and implementing policies, procedures and programs that support high performing teams aligned to our current and future growth plans

What you'll do

  • Participate in financial due diligence engagement related to acquisitions or divestments.
  • Analyze business plans and publicly available information on the target business.
  • Review all historic financial data available related to the proposed deal.
  • Evaluate potential synergies and post-merger integration considerations.
  • Report key issues and risks to our clients.
  • Correlate due diligence findings with client valuations and manage expectations of service.

What you bring

  • Minimum 2 years of relevant experience
  • Bachelor’s degree in Accounting, or related field required
  • CPA or comparable accounting/finance designation preferred
  • Experience with a start-up organization and/or a large professional services organization
  • Excellent interpersonal, negotiation and conflict resolution skills
  • Excellent organizational skills and attention to detail
  • A self-starter who is comfortable working remotely and in an unsupervised environment
  • Ability to act with integrity, professionalism, and confidentiality
  • The successful candidates must be able to travel with Canada and the USA.

Benefits & Perks North America

  • Unlimited paid time off including 2 weeks of disconnected time each year
  • Flexible working arrangements – remote and location flexibility
  • Tuition reimbursement
  • Attractive medical, dental insurance
  • Pension & retirement contributions
  • Monthly fringe benefit stipend (up to $400)
  • Additional benefits to support your physical and mental wellness
  • Family-first benefits, including an enhanced Parental Leave Program with paid leave and parental leave top-up options for eligible employees

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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