Transaction Advisory - Manager

Segal GCSE LLP is an audit, accounting, tax and business advisory leader in Toronto and surrounding regions. We were established in 2022 (effective July 1, 2022) as a merger of two independent firms, Segal LLP and GCSE LLP. Together, we have formed one of the largest independent firms in the GTA, providing our valued clients with an expansive service experience, which enables greater opportunities for growth and prosperity for both our team and our clients.

 The Role:

The Manager, Financial Due Diligence position represents a significant opportunity for those looking to advance their career by filling an important role in the growing Transaction Advisory practice. In this fast-paced and collaborative role, you will be contributing to the analysis and preparation of Quality of Earnings, Financial Due Diligence, and M&A transaction advisory, transaction services and deal advisory (mergers, acquisitions and divestitures), management consulting.  This position is ideal for individuals who are passionate about finance, accounting and transaction services and seek a career in transaction services and deal advisory. We offer an exciting change from traditional accounting positions.

The  role be reporting to the Director/Partner of the Transactions group and play an integral role within the team by supporting and managing various aspects of the engagement. The role will be responsible to support the advisory practice in the following focus areas:

Responsibilities:

• Preparation of engagement proposals and assist in the engagement planning and budget.
• Interrupt and examine information memorandums, business plans, publicly available information on the target business
• Assist with the preparation of confidential information memorandums, marketing material, management presentations and client presentations  
• Prepare and manage diligence request lists and datarooms.
• Understand business’ historical financial performance, inquire about its key accounting policies, and evaluate its controls systems.
• Identification of key issues for the clients, including risk of price factors, impacting investments decisions
• Prepare in-depth analyses to understand the sustainability of earnings, the drivers of working capital, and other key financial metrics.
• Coordinate financial due diligence and provide M&A transaction support to clients including qualitative and quantitative analysis
• Incorporate the above analyses and assist in the preparation of Quality of Earnings or Due Diligence reports.
• Review the adequacy of financing structure, including review of the agreements and the consideration of limits, terms and covenants
• Assist with the daily activities of an acquisition, divestiture, merger or financing assignment (i.e., the due diligence process for buy and sell side engagements);
• Regular communication with the team on the engagement status regarding the overall file management, including but not limited to the progression of the deliverables, job hours and fee monitoring.
• Participate in new business development meetings and calls.
• Review sale and purchase agreements and financial model to reflect findings of the due diligence process
• Preparation of completion documents to “close-out” files in an efficient manner, and in accordance with professional practice standards

Qualifications

• CPA , CFA or MBA designation
• Deal-related experience (buy-side due diligence, corporate finance).
• Public accounting experience is an asset
• Strong analytical and problem-solving skills, with the ability to gather, organize and report information
• Working proficiency in Office 365 including Word, Excel, PowerPoint, and Teams is essential.

What will set you apart:

• Be a self-starter and possess effective written/verbal communication skills and strong analytical and research skills.
• Ability to thrive and commit to demanding deal environments
• Be organized and able to meet multiple project deadlines while being detail oriented.
• Be collaborative, demonstrate a team-player mindset and strive to deliver an exceptional client service experience.
• Ability to set priorities, manage competing demands, oversee the work of students and other junior practitioners, and possesses excellent self-discipline and organizational skills. Candidates must also have the ability to maintain professional composure in high-stress situations to meet tight deadlines and resolve issues.
• Strong verbal and written communication and interpersonal skills, such as being comfortable communicating with clients to request information and respond effectively to questions, conscious of client relations and expectations.
• Ability to write clear and concise reports, communications and other materials, and ability to effectively present information in schedules.
• Ability to think creatively and provide practical solutions to complex problems. Candidates must possess strong analytical skills, research capabilities, as well as strong business acumen.
• Detail-oriented, highly organized with exceptional documentation and record keeping abilities.
• Ability to work well both autonomously and collaborate in a team environment (including both internal and external parties).
• Positive attitude, strong work ethic, open to feedback and have a desire to be a team player in a collaborative and fun team environment.
• Entrepreneurial mindset, be self-motivated, and committed to professional growth through continuous learning.
• Demonstrates interest, enthusiasm and ambition to further grow as a leader in the firm, including the development and recommendation of best practices within the team, suggestions for marketing initiatives to promote the firm’s expertise and services, and generate other ideas and solutions.

Thank you for your interest in the role and our Firm - please visit our website at www.segalgcsellp.com. Only short-listed candidates will be contacted for an interview. If you require an accommodation at any point in the recruitment process, please contact us directly at [email protected].