Expert Advisor, Financial Due Diligence

Posted 16 hours ago

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About the role

  • Financial due diligence advisor evaluating growth-company investments for Quebec fund manager Desjardins Capital. Modeling performance, assessing forecasts, and guiding post-transaction improvements.

Responsibilities

  • Ensure analyzed financial information is accurate, relevant and complete for investment decision-making
  • Develop procedures and methodologies adapted to each due diligence file and investment amount
  • Assess company operations and controls
  • Develop financial models to assess company performance, outlook and value drivers
  • Analyze historical and interim results and financial situations
  • Assess, test and adjust financial forecasts
  • Evaluate financial team capacity and practices
  • Present findings and recommendations for decision-making
  • Recommend focus-area measures and post-investment follow-up priorities
  • Write the financial analysis section of executive reports
  • Advise businesses on improving financial information and updating accounting policies and practices
  • Develop and maintain a professional due diligence network
  • Monitor due diligence changes and trends and improve practices and policies
  • Share knowledge with employees to develop collective expertise
  • Incorporate artificial intelligence into analyses

Requirements

  • Bachelor's degree in accounting or finance
  • A minimum of eight years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Advanced proficiency of English, both oral and written
  • Strong knowledge of business valuation

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job type

Full Time

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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