Minimum 3 years of relevant experience in financial modeling or advisory roles
Bachelor's degree in Accounting, Finance, Economics, or a related field
CPA, CFA, or comparable professional certification preferred
Completion of financial modeling training courses preferred
Experience in a start-up or large professional services organization
Strong interpersonal, negotiation, and conflict resolution skills
Excellent organizational skills and attention to detail
Responsibilities
Create and operate greenfield and deal financial models for M&A transactions
Identify structural and formula risks in models using excel-based review software
Perform valuation analyses using cash flow, precedent transactions, and comparable company methods
Prepare detailed reports and presentations to communicate financial insights and recommendations
Collaborate with clients to understand transaction objectives and enhance modeling techniques
Work with legal and tax teams to align financial models with broader strategies
Conduct rigorous reviews and validations of financial models to meet quality standards
Benefits
Unlimited paid time off including 2 weeks of disconnected time each year
Flexible working arrangements with remote and location options
Tuition reimbursement for continued education
Attractive medical and dental insurance
Pension and retirement contributions
Monthly fringe benefit stipend up to $400
Additional benefits for physical and mental wellness
Enhanced Parental Leave Program with paid leave and top-up options
Full Job Description
Leo Berwick is looking for a Vice President - Financial Modeling to join our growing Infrastructure, Renewables and Energy Transition Financial Advisory Practice with a focus on leading financial modeling for mid-market infrastructure investors.
You're the right fit if -
Have experience leading greenfield financial model development, particularly with an infrastructure or project-finance focus
You are a passionate financial strategist looking to be a true partner in a fast-paced, evolving firm
You are a skilled communicator, able to translate complex financial data into actionable information for our leaders and clients
You have a strong work-ethic; willing to put in the time and effort required to be thorough even under tight deadlines you deliver high quality work
You have a learning mindset; you are eager to learn new skills and tools and have the flexibility to adapt in a variety of situations
What you'll do
Create greenfield models and operate deal financial models for M&A transactions. Ensure models are accurate, robust, and tailored to the specific needs of each transaction.
Use excel-based formulaic review software to identify structural and formula risks in sell-side M&A transaction models.
Perform valuation analyses using various methodologies, including cash flow, precedent transactions, and comparable company analysis.
Prepare detailed reports and presentations that effectively communicate financial model findings, transaction insights, and strategic recommendations to clients and stakeholders
Collaborate with clients to understand their transaction objectives, provide expert guidance on financial modeling. Continuously enhance modeling techniques and methodologies to improve accuracy and relevance.
Work closely with other team members, such as legal and tax, to ensure alignment and integration of financial models with broader transaction processes and strategies.
Conduct rigorous reviews and validations of financial models to ensure they meet quality standards, regulatory requirements, and client expectations.
What you bring
Minimum 3 years of relevant experience
Bachelor's degree in Accounting, Finance, Economics or related field required
CPA, CFA or comparable professional certification preferred
Completion of internal or external financial modeling training courses preferred
Experience with a start-up organization and/or a large professional services organization
Excellent interpersonal, negotiation and conflict resolution skills
Excellent organizational skills and attention to detail
A self-starter who is comfortable working remotely and in an unsupervised environment
Ability to act with integrity, professionalism, and confidentiality
The successful candidates must be able to travel within Canada and the USADescribe the experience and qualifications
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
