Senior Manager, Financial Advisory Services

Putting people first, every day
 

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

We are looking for a Senior Manager to join our Financial Advisory team in Atlantic Canada or willing to relocate to Atlantic Canada. This role will encompass responsibilities across valuations, financial due diligence (transaction services), and Mergers & Acquisitions (M&A). The ideal candidate will have proven expertise in delivering high-quality services, driving business growth, and leading teams.
 

Key Responsibilities:

• Valuations:

  • Manage business valuation engagements for tax planning, financial planning, and transaction advisory purposes.  Leverage execution resources in Montreal and Toronto for execution. 

  • Provide strategic guidance on mandates involving the sale of businesses.

  • Assist in validating the fair value of assets and liabilities, ensuring compliance with accounting standards and regulatory requirements.

  • Provide valuation expertise for complex financial instruments, including stocks, bonds, derivatives, and employee stock options.

• Financial Due Diligence (Transaction Services):

  • Lead buy-side and sell-side due diligence engagements to support investment and divestiture decisions. Leverage execution resources in Montreal and Toronto for execution. 

  • Analyze financial and operational results, including quality of earnings, cash flow, working capital, capex, and net debt.

  • Conduct industry and company research, analyzing and interpreting information memorandums and publicly available information.

  • Prepare deal-focused reports outlining key issues and considerations with respect to transactions.

  • Review purchase and sale agreements and client financial models to reflect findings from the due diligence process.

• Mergers & Acquisitions (M&A):

  • Lead a range of advisory assignments, including sell-side, buy-side, and capital raising projects. Leverage execution resources in Montreal and Toronto for execution. 

  • Develop and maintain client relationships, both internal and external, ensuring high satisfaction and identifying growth opportunities.

  • Conduct market and industry research, detailed financial analysis, and evaluate key drivers of financial performance.

  • Assist in identifying potential acquisition targets, purchasers, and investors/lenders.

  • Generate new business opportunities within the M&A and Capital Markets practice.

Leadership and Team Development:

• Assist in recruiting and mentoring local team members to foster a collaborative, high-performing environment.

• Provide ongoing training to enhance technical and professional skills.

• Oversee projects to ensure timely and high-quality delivery within scope and budget.

• Review deliverables to align with client expectations and professional standards.
   

Client Relationship and Business Development:

• Build and maintain strong client and referral source relationships.

• Pursue business development initiatives, including responding to RFPs and creating high-quality proposals.

• Collaborate with clients and partners to identify and cultivate value-added opportunities.
   

How do we define success for your role?

• You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and Collaboration

• You understand your client’s industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high-quality work

• You identify, recommend, and are focused on effective service delivery to your clients

• You share in an inclusive and engaging work environment that develops, retains & attracts talent

• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace

• You grow your expertise through learning and professional development.
   

Education and Professional Skills/Knowledge:

• Bachelor's or Master's Degree in Finance, Accounting, or a related field.

• Relevant Professional designations (e.g., CPA, CFA, CBV).

• Minimum of 7 years of professional experience, including direct expertise in valuations, financial due diligence, and M&A.

• Strong business acumen with a deep interest in equity and debt markets, economics, and general finance.

• Exceptional understanding of valuation methodologies and financial analysis.

• Proven project management, leadership, and organizational skills.

• Strong proficiency with Microsoft Office applications (Excel, PowerPoint, Word).

• Experience with VBAs, Macros, Power Pivot, Power Query, and Power BI is an asset.

• Excellent communication skills, both written and verbal.

Why BDO?
Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2025. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. 

Our firm is committed to providing an environment where you can be successful in the following ways: 

• We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. 

• We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. 

• We support your achievement of personal goals outside of the office and making an impact on your community.

Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.

Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.

Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.

To explore other opportunities at BDO, check out our careers page.