Senior Associate, Transactions - M&A

Doane Grant Thornton

$70K — $96K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • CPA designation or nearing completion; all assurance & tax hours completed
  • 2-3 years of financial analysis experience including financial modeling
  • Undergraduate degree in business with finance/accounting concentration
  • Demonstrated high academic achievement
  • Proficient in MS Office, advanced Excel skills required for modeling
  • Strong business acumen with excellent communication skills
  • Experience with accounting software and analytical tools (QuickBooks, Power BI, Tableau) is a plus

Responsibilities

  • Support financial and commercial analysis for M&A transactions
  • Assist in executing sell-side and buy-side engagements in the middle market
  • Draft Confidential Information Memorandums and other transaction documentation
  • Prepare complex financial models and conduct future business forecasts
  • Conduct industry research to inform transaction preparation and analysis
  • Identify business issues to assist the deal team in closing transactions
  • Engage in business development initiatives through research and proposals

Benefits

  • Profit sharing
  • Flex days
  • RRSP contributions
  • Firmwide holiday closure
  • Wellness benefits
  • Concierge-like services
  • Work from anywhere in Canada during summer for 4 weeks
  • Competitive and regularly benchmarked compensation model
Full Job Description
As a Senior Associate in our Mergers & Acquisitions team, your responsibilities will include:
• Supporting the deal team with financial and commercial analysis of businesses and reporting on key findings and insights to assist clients throughout the transaction process
• Supporting in the execution of sell-side and buy-side engagements for privately-owned and investor-backed companies in the middle market
• Assisting in the drafting and preparing of Confidential Information Memorandums and other transaction documentation (such as teasers, strategic and financial buyers list, financial models, financial forecasts and analysis reports, industry insights and analysis reports, proposals etc.)
• Assisting with the preparation of complex financial models for the purposes of sourcing and obtaining financing support, forecasting future business operations, and projecting potential shareholder returns, deal feasibility, and indicative valuation and structuring terms
• Conducting detailed industry research relating to transaction preparation, financial modelling, pricing analysis, and strategic review engagements
• Leveraging commercial expertise to identify potential business issues and apply technical knowledge appropriately to provide support for the deal team toward closing successful transactions for clients
• Participating in various business development initiatives (internal and external) including industry research and drafting of proposals, identifying potential prospects, as well as attending various business development events in the deals / corporate finance / professional community
• Being a key part of our team, supporting with all aspects of corporate finance related engagements, as needed

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). CBV designation or equivalent an asset
• 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 centres 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-$96,450 in Toronto. 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.

Similar Jobs

More Jobs at Doane Grant Thornton

More Finance & Insurance Jobs

Find similar Senior Associate, Transactions - M&A jobs: