7-10 years of experience in financial modeling or transaction advisory roles.
Bachelor's degree in Accounting, Finance, Economics, or a related field.
CPA, CFA, or formal financial modeling training is a plus.
Exceptional ability to translate complex financial data into actionable insights.
Deep expertise in valuation methodologies and financial analysis.
Strong adaptability in fast-paced consulting or investment environments.
Willingness to travel within Canada and the USA.
Responsibilities
Oversee the development and review of complex financial models.
Partner with senior client stakeholders to align transaction objectives with financial models.
Lead deal and advisory engagements, providing modeling insights for client deliverables.
Collaborate with senior leadership to refine modeling methodologies and assumptions.
Enhance modeling methodologies to reflect market practices and regulatory changes.
Establish best practices and quality standards for financial modeling.
Mentor and develop junior team members within the financial modeling team.
Benefits
Unlimited paid time off, including 2 weeks of disconnected time annually.
Flexible working arrangements with remote options.
Tuition reimbursement for professional development.
Comprehensive medical and dental insurance.
Pension and retirement contributions.
Monthly stipend for fringe benefits (up to $400).
Additional wellness benefits for physical and mental health.
Enhanced Parental Leave Program with paid leave and top-up options.
Full Job Description
What we're looking for
Leo Berwick is hiring a Director within our market leading financial modeling sub practice, under our Financial Advisory group focusing on complex infrastructure, renewables, and energy transition deals. This role combines deep technical expertise, client leadership, and people development, while setting standards for modeling quality, methodology, and strategic insight across engagements.
In this role you will act as a trusted advisor to clients, a thought leader internally, and a coach to team members, ensuring financial models not only meet technical rigor but also directly inform investment, transaction, and strategic decisions.
You're the right fit if -
Own financial modeling standards and outcomes, ensuring teams deliver defensible, decision-ready models across multiple engagements.
Are comfortable Lead through ambiguity, applying judgment and setting direction when data, assumptions, or paths forward are unclear.
Operate comfortably at pace, overseeing parallel deals while balancing quality, risk, and timelines.
Raise the bar for others, coaching senior team members and embedding continuous improvement across the function.
What you'll do
Oversee the development and review of complex financial models including cash flow modeling, scenario analysis, and valuation outputs.
Partner closely with senior client stakeholders to understand transaction objectives and translate them into robust, decision-ready financial models.
Lead deal and advisory engagements across sectors, contributing modeling insights to client deliverables and presentations.
Collaborate with Managing Directors and Partners to refine methodologies, assumptions, and modeling approaches.
Continuously enhance modeling methodologies to reflect evolving market practices, regulatory considerations, and sector-specific dynamics in infrastructure and energy transition.
Establish and implement best practices, templates, and quality standards for financial modeling across the practice.
Lead, mentor, and develop Vice Presidents and Senior Associates within the financial modeling team.Describe the duties that will be carried out for the role
What you bring
7-10 years of relevant experience in financial modeling, transaction advisory, consulting or related analytical roles.
Bachelor's degree in Accounting, Finance, Economics or related field required.
CPA, CFA, or formal financial modeling training is an asset.
Exceptional ability to translate complex financial outputs into clear, actionable insights for senior stakeholders.
Deep expertise in valuation methodologies, financial analysis, and transaction modeling
Strong learning mindset with the adaptability to operate in a fast-paced, evolving consulting, advisory or investment environments preferred.
The successful candidates must be able to travel within Canada and the USA.
Benefits & Perks North America
Unlimited paid time off including 2 weeks of disconnected time each year
Flexible working arrangements - remote and location flexibility
Tuition reimbursement
Attractive medical, dental insurance
Pension & retirement contributions
Monthly fringe benefit stipend (up to $400)
Additional benefits to support your physical and mental wellness
Family-first benefits, including an enhanced Parental Leave Program with paid leave and parental leave top-up options for eligible employees
