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 Vice President – Financial Modeling to join our growing Infrastructure, Renewables and Energy Transition Financial Advisory Practice with a focus on leading financial modeling for mid-market infrastructure investors.Short blurb on ideal profile for this opportunity
You're the right fit if -
- Have experience leading greenfield financial model development, particularly with an infrastructure or project-finance focus
- 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 a strong work-ethic; willing to put in the time and effort required to be thorough even under tight deadlines you deliver high quality work
- You have a learning mindset; you are eager to learn new skills and tools and have the flexibility to adapt in a variety of situations3-4 points on key skills/traits for the right candidate
What you'll do
- Create greenfield models and operate deal financial models for M&A transactions. Ensure models are accurate, robust, and tailored to the specific needs of each transaction.
- Use excel-based formulaic review software to identify structural and formula risks in sell-side M&A transaction models.
- Perform valuation analyses using various methodologies, including cash flow, precedent transactions, and comparable company analysis.
- Prepare detailed reports and presentations that effectively communicate financial model findings, transaction insights, and strategic recommendations to clients and stakeholders
- Collaborate with clients to understand their transaction objectives, provide expert guidance on financial modeling. Continuously enhance modeling techniques and methodologies to improve accuracy and relevance.
- Work closely with other team members, such as legal and tax, to ensure alignment and integration of financial models with broader transaction processes and strategies.
- Conduct rigorous reviews and validations of financial models to ensure they meet quality standards, regulatory requirements, and client expectations.
What you bring
- Minimum 3 years of relevant experience
- Bachelor’s degree in Accounting, Finance, Economics or related field required
- CPA, CFA or comparable professional certification preferred
- Completion of internal or external financial modeling training courses 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 within Canada and the USADescribe the experience and qualifications
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.
