Financial Analyst, Valuations & Modeling

About This Role

This role involves joining the Financial Advisory Services team as a Financial Analyst, focusing on valuations and modeling. The position requires participation in company discussions, analyzing financial risks, and drafting detailed valuation reports and presentations. It suits a candidate who is keen to develop client relationships and understand business development activities within the practice.

Responsibilities

• Take part in discussions and meetings with the management of the companies involved
• With the team's support, analyze company and industry-specific strengths, weaknesses, opportunities, and threats with a view to determining the cash flow risks of the companies involved
• With the team's support, participate in the modeling used for the valuation
• With the team's support, draft detailed valuation reports and presentations to management
• Develop relationships with BDO's current and prospective clients
• Provide ongoing communication with the valuation Practice Leader concerning file execution and service area development initiatives
• Develop an understanding of the business development activities required to support this type of practice (for future career development)

Requirements

• A Bachelor
• Must be willing to pursue a CBV designation
• 1-2 years working experience in an accounting or M&A practice
• Strong analytical and problem-solving skills
• Solid verbal and written communication skills
• Proficiency in Excel
• Ability to prioritize and manage multiple tasks

Nice to have:

• A CPA accounting designation
• Public accounting experience

Benefits

• Opportunities for learning and development
• Support for achievement of personal goals outside of the office and making an impact on the community
• Collaborative, inclusive environment
• Encouragement for innovation and forward thinking
• Participation in local charity initiatives
• Competitive total cash compensation
• Comprehensive benefits from day one
• Flexible personal time off policy
• Reimbursement for wellness initiatives

Important Details

• Work format: spend some of their time working in the office, at the client site, and virtually

About the Company

BDO is a firm built on a foundation of positive relationships with its people and clients. It has been recognized among Canada