Director - Financial Modeling, Infrastructure, Renewables and Energy Transition (Toronto/Montreal, Canada)

Director – Financial Modeling, Infrastructure, Renewables and Energy Transition (Toronto/Montreal, Canada)

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 hiring a Director within our market leading financial modeling sub practice, under our Financial Advisory group focusing on complex infrastructure, renewables, and energy transition deals. This role combines deep technical expertise, client leadership, and people development, while setting standards for modeling quality, methodology, and strategic insight across engagements.
• In this role you will act as a trusted advisor to clients, a thought leader internally, and a coach to team members, ensuring financial models not only meet technical rigor but also directly inform investment, transaction, and strategic decisions.

You're the right fit if -

• Own financial modeling standards and outcomes, ensuring teams deliver defensible, decision‑ready models across multiple engagements.
• Are comfortable Lead through ambiguity, applying judgment and setting direction when data, assumptions, or paths forward are unclear.
• Operate comfortably at pace, overseeing parallel deals while balancing quality, risk, and timelines.
• Raise the bar for others, coaching senior team members and embedding continuous improvement across the function.

What you'll do

• Oversee the development and review of complex financial models including cash flow modeling, scenario analysis, and valuation outputs.
• Partner closely with senior client stakeholders to understand transaction objectives and translate them into robust, decision-ready financial models.
• Lead deal and advisory engagements across sectors, contributing modeling insights to client deliverables and presentations.
• Collaborate with Managing Directors and Partners to refine methodologies, assumptions, and modeling approaches.
• Continuously enhance modeling methodologies to reflect evolving market practices, regulatory considerations, and sector-specific dynamics in infrastructure and energy transition.
• Establish and implement best practices, templates, and quality standards for financial modeling across the practice.
• Lead, mentor, and develop Vice Presidents and Senior Associates within the financial modeling team.Describe the duties that will be carried out for the role

What you bring

• 4-6 years of relevant experience in financial modeling, transaction advisory, consulting or related analytical roles.
• Bachelor’s degree in Accounting, Finance, Economics or related field required.
• CPA, CFA, or formal financial modeling training is an asset.
• Exceptional ability to translate complex financial outputs into clear, actionable insights for senior stakeholders.
• Deep expertise in valuation methodologies, financial analysis, and transaction modeling
• Strong learning mindset with the adaptability to operate in a fast-paced, evolving consulting, advisory or investment environments preferred.
• The successful candidates must be able to travel within Canada and the USA.Describe the experience and qualifications
• Unlimited paid time offincluding 2 weeks of disconnected time each year
• Flexible working arrangements – remote and location flexibility
• Pension & retirement contributions
• Monthly fringe benefit stipend (up to $400)
• Additional benefits to support your physical and mental wellness

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.