Senior Manager, Transactions

Role Overview

Responsibilities

• Plan, execute, direct, and complete financial due diligence engagements.
• Lead client and target-management meetings and coordinate tax, IT, and valuation specialists.
• Manage deliverables, deadlines, client expectations, and change efforts.
• Evaluate transaction structures, purchase agreement terms, working capital, debt-like items, and valuation considerations.
• Support practice growth through client delivery, proposals, thought leadership, and business development.
• Develop relationships with private equity groups, lenders, legal advisors, investment banks, and corporate acquirers.
• Manage engagement colleagues, provide coaching, and develop high-performing teams.
• Provide timely and meaningful feedback to clients about transaction decisions and risks.
• Use Power BI, data analytics, visualization, automation, and AI-enabled solutions to enhance diligence.
• Champion dashboards, data-driven visuals, and repeatable analytics in the firm's diligence approach.

Qualifications

• CPA, MBA, CBV, CFA, or another complementary designation in progress or attained.
• At least 6 years of transaction-services experience in a professional services firm.
• Strong background in financial accounting and business performance analysis.
• Significant experience leading due diligence projects across the transaction lifecycle.
• Ability to draft and deliver engagement proposals.
• Knowledge of M&A markets, trends, transaction lifecycles, and key deal terms.
• Ability to identify, analyze, and communicate critical transaction risks.
• Experience growing a practice and developing business.
• Strong client-service, communication, organizational, coaching, and team-development skills.
• Expertise in Microsoft products, particularly Excel and PowerPoint.
• Knowledge of Tableau and other data analytics tools is an asset.

Compensation

• The current salary range for the Toronto role is $128,000–$178,000; ranges may differ in other locations.

Workplace Model

• Teams are required to work together in the office four days per week.
• Employees may work from anywhere in Canada during the summer for four weeks.

Benefits

• Benefits include profit sharing, flex days, RRSP contributions, firmwide holiday closure, wellness benefits, and concierge-like benefits.

About the Company