Full Job Description
Our Advisory Services practice is looking for a Senior Associate to join our Transaction Advisory Services (TAS) team. The TAS team provides financial due diligence and transaction advisory services to middle-market private and public businesses across Canada and internationally. We work with private equity firms, strategic buyers, lenders, and business owners to support mergers, acquisitions, divestitures, and other strategic transactions.
You will play an integral role on client engagements by supporting and leading financial due diligence projects, analyzing financial and operational performance, identifying key business drivers, and assisting clients in evaluating transaction opportunities.
As a highly motivated professional, you will be expected to collaborate with other members of the TAS team on buy-side and sell-side due diligence engagements, quality of earnings analyses, working capital assessments, and other transaction-related advisory services.
As a Senior Associate, Transactions your responsibilities will include
• Execute buy-side and sell-side financial due diligence for financial and corporate strategic buyers from a variety of industries, including manufacturing and distribution, food & beverage, technology, business services, etc.
• Prepare Microsoft Excel based Analysis Packs (also referred to as Databooks) including preparing data (general ledgers, trial balances, and sales data), performing reconciliations, and ensuring integrity of data
• Undertake data analytics (using Analysis Pack, Tableau and other analytic software) to support quantification of transaction metrics (Adjusted EBITDA, Adjusted Working Capital, Net Debt, etc.) and derive insights on key trends and drivers of financial performance
• Actively participate in client meetings and site visits with owners and key executives to gather financial information and insights
• Write financial due diligence reports containing insightful analysis to support users of financial diligence report (clients, potential buyers, lenders and other decision makers) in making decisions with respect to the transaction and post-transaction integration
• Pro-active, timely and collaborative communication to gather information and project management with deal
team members including colleagues, clients, targets and other deal participants
• Involvement in other Transaction engagements and group administrative duties including but not limited to preparation of engagement letters, presentations for prospective clients, project management, etc.
Think you've got what it takes to be a Senior Associate, Transactions? Like the colour purple? Great. Here's a few more boxes we're also hoping you can tick:
• A CPA designation or close to achieving a CPA designation (have achieved all assurance & tax hours)
• 2-3 years' experience involving analysis of financial statements or other financial information, including
financial modelling with Excel
• Undergraduate degree in business with a concentration in finance or accounting
• Proven track record of high academic achievement
• High proficiency with MS Office suite of products (Word, Excel, PowerPoint) with advanced Excel skills for
financial modelling purposes
• Detail oriented in working with large data sets and through reconciliations and preparation of financial information
• Strong business acumen
• Strong business writing and communication skills
• Experience with industry standard accounting software (QuickBooks, Sage, Oracle, etc.) and data analytic tools (MS Power BI, Tableau) would be considered an asset
• Ability to work independently, yet works comfortably as part of a larger team
• Possesses confidence, ability and initiative to support the development of external relationships through
networking and meeting with all levels of management and centers of influence
What's in it for you?
Profit sharing, Flex days, RRSP contributions, Firmwide holiday closure, Wellness benefits, Concierge-like benefits, Work from anywhere in Canada in the summer for 4 weeks, and more!
At Doane Grant Thornton, we believe compensation should reflect more than just market data-it should reflect you. We're serious about compensation. We benchmark regularly across a wide spectrum of roles, industries,sectors, and levels to ensure our ranges are both competitive and current. But we don't stop there. We also consider the unique strengths, experiences, and impact each individual brings to the table. Our salary ranges are reviewed annually, and where you land within the range depends on a mix of factors-your background, your skills, and how your contributions align with internal equity. To help start the conversation, the current salary range for this role is $70,100 to $96,450 in Toronto, ON. If the role is available in other locations, the range may differ to reflect local market factors.
Our special culture shines through when we have the opportunity to connect in person. That's why we're working in a model where teams are required to be together in the office 4 days per week.