PWC

Transaction Services Manager - Financial Services

PWC$84K — $134K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Chartered Accountant Designation (CPA or local equivalent)
  • Professional experience at Manager level in Financial Due Diligence
  • Strong analytical skills for financial and business performance analysis
  • Experience working with Financial Services companies
  • Excellent communication and report writing capabilities
  • Proven experience in team management and leadership
  • Familiarity with data analytics tools like Alteryx, Power BI, and Tableau (desirable)

Responsibilities

  • Conduct in-depth financial analysis of client and target financial data
  • Prepare key transaction analyses such as Quality of Earnings and normalized working capital
  • Serve as a trusted adviser and provide strategic insights to clients
  • Manage client-facing projects, coordinating with clients and stakeholders
  • Lead work streams on complex assignments and smaller engagements
  • Build and maintain relationships with clients and team members
  • Mentor and coach junior team members to enhance their development

Benefits

  • Engagement in new and exciting challenges in a fast-growing team
  • Access to extensive training and development opportunities
  • Exposure to a diverse range of businesses and transactions
  • Collaboration with broader Financial Services Deals group
  • Opportunities to learn about deal valuation and structuring
  • Supportive team-oriented work environment with travel opportunities
Full Job Description
Line of Service
Advisory

Industry/Sector
Not Applicable

Specialism
Financial Due Diligence

Management Level
Manager

Job Description & Summary
A career in our Financial Due Diligence practice, within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures and capital markets. In short, we help some of the world's leading companies originate, create, execute, and realise value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company.

Our team assist organisations with both buy side and sell side due diligence. As part of our team, you'll help us provide both corporate and financial buyers with peace of mind by analysing and validating all the financial, commercial, operational and strategic assumptions being made.

Our team specializes in the Financial Services sector, performing due diligence and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you'll have the opportunity to help our clients through the different stages of the M&A process.

The Opportunity:

As a Transaction Services Manager, you'll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited to:

  • Financial Analysis and Due Diligence: Undertake in-depth financial analysis of client and target financial data to identify deal issues and business value drivers in a wide range of businesses within Financial Services


  • Prepare key transaction analyses such as Quality of Earnings, normalized net working capital and analysis of debt and debt-like items. Data analytics tools will be utilized to drive efficiencies in data processing and analysis, and to present data effectively


  • Advisory skills: Provide advice as a trusted adviser, using their skills, experience and understanding of transactions to the advantage of their client


  • Project management


  • Responsible for delivering client-facing projects, being the main daily point of contact for senior client contacts, managing your own time, planning and organizing work tasks, monitoring progress and meeting deadlines


  • Teamwork: Key team member on large complex assignments and lead work streams on smaller and medium size engagements


  • Building relationships: Build and sustain relationships with clients and internal contacts and to act as an ambassador and role model for PwC


  • Developing people: Demonstrate the ability to give clear directions, as well as positive and constructive feedback


  • Coach less experienced staff and actively assist in the development of other team members


What can you expect working in our Financial Services Deals group?

  • New and exciting challenges - as part of a fast-growing FS Deals team


  • Training and development opportunities


  • Exposure to a wide range of businesses, clients and deals


  • Collaboration with the wider Financial Services Deals group, including Corporate Finance and Strategy


  • Learning opportunities - what makes deals work in Canada, how they are valued and structured (both finance and tax); and


  • Travel opportunities and a team orientated and supportive work environment - we have a great team and are looking to build on that!


What You'll Bring:

  • Chartered Accountant Designation (CPA or local equivalent)


  • Professional experience at Manager level with solid Financial Due Diligence experience


  • Proven technical and analytical capabilities including proven financial and business performance analysis skills.


  • Experience with Financial Services companies


  • Strong communication, presentation and report writing skills


  • Proven team management and leadership skills


  • Data analytics experience, using tools such as Alteryx, Power BI and Tableau (desirable)


  • This role doesn't support completion of the Canadian CPA designation


  • PwC Canada is committed to cultivating an inclusive, hybrid work environment. Exact expectations for your team can be discussed with your interviewer


This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.

The salary range for this position is $84,700 - $134,700. The posted salary range represents the expected hiring range for PwC locations in major city centres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Education (if blank, degree and/or field of study not specified)
Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills
Accepting Feedback, Accepting Feedback, Active Listening, Alteryx (Automation Platform), Analytical Thinking, Budget Analysis, Business Valuations, Carve-Outs, Cash Flow Analysis, Coaching and Feedback, Communication, Compliance With Accounting Standards, Contractual Risk Mitigation, Creativity, Data Analysis, Data Analysis and Interpretation, Data Analytics, Data Integrity, Deal Structures, Draft Preparation, Due Diligence Research, Earnings Quality, Embracing Change, Emotional Regulation, Empathy {+ 42 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements
Not Specified

Available for Work Visa Sponsorship?
No

Government Clearance Required?
No

Job Posting End Date

About PWC

PwC is a multinational professional services network of firms headquartered in London, United Kingdom, operating as partnerships under the PwC brand. PwC ranks as the second-largest professional services network in the world and is considered one of the Big Four accounting firms, along with Deloitte, EY and KPMG. PwC firms operate in 157 countries, 742 locations, with 276,000 people. As of 2020, 26% of the workforce worked in the Americas, 26% in Asia, 32% in Western Europe, 5% in Middle East and Africa and 11% in Central and Eastern Europe and Central Asia.
Learn more about PWC
Size
284,000 employees
Industry
Founded
1998

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