Manager - M&A - Financial Services

Manager - M&A (Financial Services)

Primary Job Responsibilities

- Develop an in-depth understanding of client's businesses, their drivers, including analysis of historical performance, working capital, capital expenditure, forecasts, and underlying assumptions

- Assist in the preparation and presentation of marketing pitches to existing and potential clients, as well as transaction related material (i.e. CIM, teasers, buyers list)

- Hands on experience in preparation of integrated financial models, due diligence workbooks, and quality of earnings reports

- Experience with term sheets / sale and purchase agreements

- Understanding of pre-money and post-money valuations, merger, LBO models

- Experience in undertaking detailed valuation (experience with DCF, comparable companies and transaction multiple based valuation

- Prepare potential buyer (target) lists

- Assist in discussions amongst various stakeholders (buyers, sellers) with regards to due diligence and business matters

- Train staff

- Assist in business development initiatives

The Individual

- Minimum 6+ years of relevant work experience in financial due diligence, corporate finance, investment banking experience with a leading investment bank or a Big 4 firm

- Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA, ACA, MBA, CBV or CFA)

- Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills

- Very strong work ethic and ability to manage multiple mandates

- Ability to prepare integrated financial models, and valuation analysis

- Ability to use research tools to extract relevant background material for business development and transaction support

- Strong personal skills and the ability to work effectively within a team environment under time constraints

- Comprehensive financial and accounting skills

- Strong analytical skills but tempered with an ability to think laterally

- Ability to deliver high quality written work

- Strong attention to detail combined with an ability to see the big picture

- Ability to work effectively in teams on occasion to tight deadlines

- Excellent interpersonal skills and confidence when interacting with others

- Ability to quickly grasp key business drivers and specific valuation issues