Vice President - Financial Modeling (Toronto/Montreal, Canada)

About Leo BerwickLeo 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 forLeo 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.You're the right fit if -Have experience leading greenfield financial model development, particularly with an infrastructure or project-finance focusYou are a passionate financial strategist looking to be a true partner in a fast-paced, evolving firmYou are a skilled communicator, able to translate complex financial data into actionable information for our leaders and clientsYou 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 workYou have a learning mindset;
you are eager to learn new skills and tools and have the flexibility to adapt in a variety of situationsWhat you'll doCreate 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 stakeholdersCollaborate 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 bringMinimum 3 years of relevant experienceBachelor’s degree in Accounting, Finance, Economics or related field requiredCPA, CFA or comparable professional certification preferredCompletion of internal or external financial modeling training courses preferredExperience with a start-up organization and/or a large professional services organizationExcellent interpersonal, negotiation and conflict resolution skillsExcellent organizational skills and attention to detailA self-starter who is comfortable working remotely and in an unsupervised environmentAbility to act with integrity, professionalism, and confidentialityThe successful candidates must be able to travel within Canada and the USADescribe the experience and qualificationsUnlimited paid time offincluding 2 weeks of disconnected time each yearFlexible working arrangements – remote and location flexibilityPension & retirement contributionsMonthly fringe benefit stipend (up to $400)Additional benefits to support your physical and mental wellnessFamily-first benefits, including an enhanced Parental Leave Program with paid leave and parental leave top-up options for eligible employeesEqual Opportunity StatementLeo 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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