Senior Associate / Manager - Valuation & Transaction Advisory

Senior Associate / Manager – Valuation & Transaction Advisory

Segal’s Valuation & Transaction Advisory Group services the Canadian mid-market in a wide variety of industries. It provides private and public sector clients with transaction advisory services to support mergers & acquisitions and corporate finance activity supporting their corporate strategy, as well as expert business valuation services in support of tax planning and strategic decision making. 

Job Description 

We are seeking a highly driven and well-rounded Senior Associate / Manager to join our growing Valuations and Transaction Advisory Group. As a key member of the team, this client-facing position will enable you to play a significant role in a wide range of valuation and advisory engagements. Title and responsibilities will be commensurate with experience. Core valuation and advisory tasks will include the following: 

  • Managing and executing valuation engagements for regulatory, tax panning, shareholder planning, financial reporting, and transaction support
  • Undertaking detailed financial analysis and industry research to support value conclusions including preparation of financial models and cash flow forecasts.
  • Preparing client deliverables including valuation reports, stakeholder presentations and other correspondence
  • Assisting with tasks relating to transaction advisory mandates including preparation of marketing documentation, identifying potential purchasers, managing data rooms, and liaising with management and other advisors
  • Actively partaking in the group’s growth strategy by undertaking business development initiatives including participation in client pitches and developing relationships with external referral sources 

Qualifications 

  • CBV designation or enrolment in CBV program with 2-4 years of relevant experience 
  • CPA or CFA would be an asset. 
  • Strong written and verbal communication skills 

Characteristics

  • Analytical and detail oriented
  • Strong interpersonal skills including problem solving, communication and collaboration.
  • A client service mind-set
  • Ability to manage various projects concurrently under and tight deadlines. 

This position represents a significant opportunity for those looking to advance their career by playing a major role in a growing organization, and who have interest in gaining exposure to a broad range of financial and valuation assignments.

To submit your resume for this position, please contact us by email here.

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