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

Leo Berwick•Toronto, ON

37d•Hybrid

About The Position

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. 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 leaders and clients, with a strong work ethic and a learning mindset, eager to learn new skills and tools and adaptable in a variety of situations.

Requirements

Minimum 3 years of relevant experience
Bachelor’s degree in Accounting, Finance, Economics or related field required
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 US

Nice To Haves

Experience leading greenfield financial model development, particularly with an infrastructure or project-finance focus
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

Responsibilities

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.