Manager, Valuations & Modelling

Opportunity

Valuation services

• Support investment entity and investment holding entity reviews under CBV standards for enterprise clients and institutional investors.
• Manage business valuation engagements for financial reporting, tax planning, compliance, and transaction advisory purposes.
• Support fairness opinion engagements with analysis for mergers, acquisitions, corporate transactions, and strategic initiatives.
• Assist assurance teams with fair value assessment of assets and liabilities for accounting and regulatory compliance.
• Value complex financial instruments, including derivatives, employee stock options, senior debt, and other securities.

Engagement delivery and team contribution

• Mentor junior team members, including CBV students and analysts.
• Coordinate engagement activities to deliver on time, within scope and budget, and in accordance with professional standards.
• Conduct financial analysis and valuation modelling; develop and review reports, presentations, and supporting documentation.
• Gather information from clients, understand business drivers, and communicate valuation findings.
• Assist with proposals and RFP responses and identify opportunities to expand client engagements.

Experience and education

• Relevant bachelor’s degree or higher, such as accounting, finance, economics, or business.
• 5–8 years of professional experience, including valuation advisory, financial modelling, or financial analysis.
• CBV designation or active pursuit of the CBV designation is required.
• Strong business acumen and understanding of valuation methodologies, financial modelling, and financial statement analysis.
• CPA or CFA designation is an asset.
• Financial reporting valuations, audit-related valuation work, complex enterprise engagements, and large enterprise or institutional client experience are assets.
• Strong written and verbal communication, engagement management, and cross-functional collaboration skills.

Compensation

• Expected compensation range is $88,000 to $134,000 annually.

Workplace flexibility

• Personnel are expected to work some time in the office, at client sites, and virtually under a blended work model.

Benefits and culture

• BDO describes a people-first, collaborative and inclusive environment with learning and development opportunities.
• Benefits include comprehensive coverage from day one, flexible personal time off, and wellness reimbursement.