About The Position

Leo Berwick is looking for a Sr. Associate to join our growing Infrastructure, Renewables and Energy Transition Financial Due Diligence deal team. This role is for a passionate financial strategist looking to be a true partner in a fast-paced, evolving firm. The ideal candidate is a skilled communicator, able to translate complex financial data into actionable information for our leaders and clients, and has experience designing and implementing policies, procedures and programs that support high performing teams aligned to our current and future growth plans.

Requirements

  • Minimum 2 years of relevant experience
  • Bachelor’s degree in Accounting, or related field required
  • 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
  • Must be able to travel within Canada and the USA.

Nice To Haves

  • CPA or comparable accounting/finance designation preferred

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.
  • Report key issues and risks to our clients.
  • Correlate due diligence findings with client valuations and manage expectations of service.

Benefits

  • 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
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