Manager, Transaction Advisory Services

Richter Montreal Office

Overview

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

What we offer:

• The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services


• The opportunity to develop your career with the direct support of your vice presidents and firm partners; and


• A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.


• Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement

Practice Overview

Richter’s Transaction Advisory Group is a dynamic and rapidly growing practice within the firm. Our team of dedicated professionals thrives on providing strategic financial guidance to clients engaged in various buy- and sell- side transactions. We are currently seeking a highly motivated and detail-oriented individual to join our Transaction Advisory Services team as a Manager, with a focus on Financial Due Diligence.

Responsibilities

As a Manager in Transaction Advisory, you will play a crucial role in supporting buy- and sell-side engagements for our clients. Your responsibilities will include:

• Assessment: Assess the Company’s quality of financial reporting, accounting policies and management reporting environment.


• Issue Identification: Helping identify key risks, including identification of impact on price and/or investment thesis.


• Financial Analysis: Conducting detailed financial analyses on historical performance, including sustainability of earnings and cash flows, working capital, and financial projections, among others.


• Documentation and Reporting: Preparing reports, presentations, and documentation for internal and client use.


• Client Communication: Participating in regular communication with clients to understand their needs and provide updates on the progress of engagements, as well as meetings and conference calls with target company.


• Collaboration: Engaging with cross-functional team members to assist with other transaction advisory services, including valuations, tax, risk, IT, other


• Teamwork: Collaborating effectively with team members and other stakeholders to streamline workflows and ensure seamless execution of engagements.

A Day in the Life of a Manager, Transaction Advisory Services:

As a Manager in Transaction Advisory Services, your day will be dynamic and multifaceted. You will begin by reviewing and analyzing financial statements and market data to gain insights into potential acquisition targets. Collaborating closely with senior team members, you will contribute to the due diligence process, examining the operational and financial aspects of target companies.

Your day will involve active participation in team discussions, where you'll provide valuable input for the due diligence process. Client interaction is a key aspect of your role, as you communicate findings and updates, ensuring alignment with client objectives. Your market research efforts will involve staying abreast of industry trends and competitive landscapes to identify opportunities and potential risks.

The preparation of comprehensive financial analyses and reports, including the quality of earnings analysis, will be a central part of your daily tasks, requiring attention to detail and a deep understanding of financial intricacies. Your role as a Manager, Transaction Advisory Services will be instrumental in delivering high-quality reports that drive successful transactions for our private equity and corporate clients in Canada and the United States.

What We are Looking For

• Minimum 5 years of total relevant work experience (including minimum of 1-2 years in transaction advisory services)


• Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA, CBV or CFA)


• Effective verbal and written communication skills at a business level


• Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills


• Very strong work ethic and ability to manage multiple mandates.


• Ability to prepare a financial analysis with attention to detail


• Strong interpersonal skills and the ability to work effectively within a team environment under time constraints


• Comprehensive financial and accounting skills, including knowledge of Generally Accepted Accounting Principles (GAAP)


• Demonstrated ability to learn in fast-paced environment and manage multiple projects and complex concepts

What Richter offers you?

• Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching


• Employee and Family access to virtual healthcare network


• Employee and Family Assistance Programs, including consultations with mental health professionals


• Annual Health & Well-being Program


• Hybrid work Environment


• Competitive Performance Bonus


• Tuition Reimbursement


• Professional Dues Reimbursement


• CFE leave financial support


• Academic Incentives


• Talent referral bonus


• Client referral bonus


• Access to an on-demand concierge nannying, babysitting, and tutoring service


• Annual employee rewards and recognition

The salary range for this position is $100,000–$134,000, and employees may also be eligible to participate in our bonus program. Compensation complies with applicable pay transparency legislation and is regularly reviewed to stay market competitive. Salaries within the range reflect individual contributions and are based on objective factors such as internal equity, experience, education, role scope, and required skills

Your application

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.

Sounds like you? Apply today!