Associate, Transaction Advisory Services, VLT
About The Position
Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US. Richter’s Transaction Advisory Group is a dynamic and rapidly growing practice within the firm. Our team of dedicated professionals thrives on providing strategic financial guidance to clients engaged in various buy- and sell- side transactions. We are currently seeking a highly motivated and detail-oriented individual to join our Transaction Advisory Services team as an Associate, with a focus on Financial Due Diligence.
Requirements
- Minimum 3 years of relevant work experience in audit or transaction advisory services
- Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA, CBV or CFA)
- Effective verbal and written communication skills at a business level
- Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills
- Very strong work ethic and ability to manage multiple mandates.
- Ability to prepare a financial analysis with attention to detail
- Strong interpersonal skills and the ability to work effectively within a team environment under time constraints
- Comprehensive financial and accounting skills, including knowledge of Generally Accepted Accounting Principles (GAAP)
- Demonstrated ability to learn in fast-paced environment and manage multiple projects and complex concepts
Responsibilities
- Assess the Company’s quality of financial reporting, accounting policies and management reporting environment.
- Helping identify key risks, including identification of impact on price and/or investment thesis.
- Conducting detailed financial analyses on historical performance, including sustainability of earnings and cash flows, working capital, and financial projections, among others.
- Preparing reports, presentations, and documentation for internal and client use.
- Participating in regular communication with clients to understand their needs and provide updates on the progress of engagements, as well as meetings and conference calls with target company.
- Engaging with cross-functional team members to assist with other transaction advisory services, including valuations, tax, risk, IT, other
- Collaborating effectively with team members and other stakeholders to streamline workflows and ensure seamless execution of engagements.
Benefits
- Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
- Employee and Family access to virtual healthcare network
- Employee and Family Assistance Programs, including consultations with mental health professionals
- Annual Health & Well-being Program
- Competitive Performance Bonus
- Tuition Reimbursement
- Professional Dues Reimbursement
- CFE leave financial support
- Academic Incentives
- Talent referral bonus
- Client referral bonus
- Access to an on-demand concierge nannying, babysitting, and tutoring service
- Annual employee rewards and recognition
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
