Transaction Services Senior Manager – Financial Services

Overview

Summary : A career in our Financial Due Diligence practice, within Deals Transaction Services, helps organisations realise the value of mergers, acquisitions and divestitures and capital markets. We assist with buy-side and sell-side due diligence, analysing and validating financial, commercial, operational and strategic assumptions to provide peace of mind to corporate and financial buyers. We specialise in the Financial Services sector, performing due diligence and other M&A activities across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors.

Meaningful work you’ll be part of

As a Senior Manager, you’ll work as part of a team of problem solvers, delivering high-quality client service and operational efficiency. Responsibilities include but are not limited to the sections below.

Responsibilities

• Leadership and project management: Demonstrate strong leadership by managing the entire process along the deal continuum and driving collaboration across all lines of service (Tax, HR, IT, etc.) and with other network firms.
• Transaction Services advisory skills: Demonstrate a deep understanding of the Financial Services sector, the end-to-end transaction process, key deal issues and strategic implications, drawing on significant transaction experience with specialized expertise in one or more areas. Be responsible for the quality of client deliverables, including diligence reports, presentation of diligence findings to clients and discussion of wider deal implications. Take accountability for project risk management and identifying commercial, contractual and delivery risks.
• Building relationships: Drive strong, trusted client relationships, as well as relationships within the firm and with other network firms. Focus on developing your personal brand and proactively build and maintain professional networks to drive opportunities and generate new business.
• Developing people: Responsible for coaching and continuing development of junior staff members. Act as a designated career coach for one or more employees, supporting performance appraisals, long-term development and career progression.
• Budgeting and efficiency: Learn and adopt new software tools to improve efficiency and insights. Manage project budgeting, monitor costs and raise bills, ensuring work is performed efficiently.

Qualifications and Experience

• Chartered Accountant Designation (CPA or local equivalent).
• Professional experience at a Senior Manager level with solid Financial Due Diligence experience; Financial Services experience is preferred.
• Proven technical and analytical capabilities including financial and business performance analysis skills.
• Excellent communication, presentation and report writing/review skills.
• Proven due diligence engagement team management and leadership skills; ability to build and maintain professional relationships internally and externally.
• Data analytics experience using tools such as Alteryx, Power BI and Tableau (desirable).
• This role does not support completion of the Canadian CPA designation.
• When applying to a Quebec-based opportunity, fluency in French is required. Outside of Quebec, fluency in French is an asset.

Salary and Benefits

The salary range : The salary range for this position is $103,000 - $171,800, plus eligibility for an annual bonus. Actual compensation within the range depends on skills, experience, qualifications and geographic location. This range is reflected for the British Columbia region; other regions may have different ranges.

Why you’ll love PwC

We’re inspiring and empowering our people to change the world. Powered by the latest technology, you’ll be part of diverse teams helping public and private clients build trust and deliver sustained outcomes. We offer a competitive compensation package, inclusive benefits and flexibility programs to help you thrive in work and life.

Additional information

PwC Canada is committed to inclusion and diversity. We provide accommodations throughout the application, interview and employment process. If you require an accommodation, please let us know during the application process.

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