Senior Associate – Financial Modeling, Infrastructure, Renewables and Energy Transition

Who we are:

Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional, together.

What we’re looking for:

We are searching for a Senior Associate to play a critical execution role within the Modeling practice, supporting complex client engagements through the development of high‑quality financial models, analyses, and insights. This role partners closely with Directors and VPs to deliver rigorous, decision‑ready outputs while continuing to deepen technical and industry expertise.

You’re the right fit for this role if you –

  • Enjoy building financial models from scratch and take pride in producing clean, well‑structured, and defensible outputs.
  • Are comfortable working through ambiguity, translating imperfect data and assumptions into practical analytical solutions.
  • Thrive in a fast‑paced, deal‑oriented or advisory environment where quality and speed both matter.
  • Are eager to grow technically and professionally, taking feedback seriously and applying it to future work.

Benefits & Perks

  • Unlimited paid time off
  • Generous performance-based bonuses
  • Flexible working arrangements – remote and location flexibility
  • Attractive medical, dental insurance
  • Pension & retirement contributions
  • Monthly fringe benefit stipend (up to $400)
  • Additional benefits to support your physical and mental wellness

Responsibilities:

  • Build and own complex financial models from the ground up, including cash flow modeling, scenario analysis, and valuation outputs.
  • Translate client data and assumptions into structured, auditable models that support investment, transaction, and strategic decisions.
  • Support deal and advisory engagements across sectors, contributing modeling insights to client deliverables and presentations.
  • Review and QA models for accuracy, consistency, and clarity before client delivery.
  • Collaborate with Directors and VPs to refine methodologies, assumptions, and modeling approaches.
  • Contribute to case studies, templates, and internal best practices to improve modeling efficiency and quality.

Qualifications:

  • 2-3 years of relevant experience in financial modeling, transaction advisory, consulting or related analytical roles.
  • Bachelor’s degree in Accounting, Finance, Economics or related field required.
  • CPA, CFA, or formal financial modeling training is an asset.
  • Demonstrated ability to build full financial models independently (from assumptions through valuation outputs).
  • Strong Excel and financial modeling skills; experience building models from scratch required.
  • Exposure to transaction, advisory, consulting, or investment environments preferred.
  • Strong analytical thinking, attention to detail, and problem solving skills.
  • The successful candidates must be able to travel with Canada and the USA.

How to Apply:

  • Email your application to careers@leoberwick.com
  • Use the exact subject line: Your Name, Senior Associate – Financial Modeling, Infrastructure, Renewables and Energy Transition
  • Attach a PDF copy of your resume to the email. (Resumes in other formats will not be considered.)
  • Share one to two sentences about why you’re interested in this role (optional)

 

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.