Senior Associate – Infrastructure Financial Due Diligence

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.

What we are looking for:

Leo Berwick is looking for a Sr. Associate to join our growing Infrastructure, Renewables and Energy Transition Financial Due Diligence deal team.

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

  • 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 experience designing and implementing policies, procedures and programs that support high performing teams aligned to our current and future growth plans
  • You are an experienced leader able to oversee and partner across departments and teams

Salary:

  • Base salary ranges from $100,000-$130,000 based on experience.
  • All full-time employees are eligible for an annual performance-based bonus and participation in equity.

Benefits & Perks:

  • Unlimited paid time off 
  • Flexible working arrangements – remote and location flexibility 
  • Tuition reimbursement 
  • Childcare subsidies 
  • Attractive medical, dental insurance 
  • Pension & retirement contributions 
  • Monthly fringe benefit stipend (up to $500)  
  • Additional benefits to support your physical and mental wellness 

Responsibilities:

  • Participate in financial due diligence engagement related to acquisitions or divestments.
  • Analyze business plans and publicly available information on the target business.
  • Review all historic financial data available related to the proposed deal.
  • Evaluate potential synergies and post-merger integration considerations.
  • Report key issues and risks to our clients.
  • Correlate due diligence findings with client valuations and manage expectations of service.

Qualifications:

  • Minimum 2 years of relevant experience
  • Bachelor’s degree in Accounting, or related field required
  • CPA or comparable accounting/finance designation 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 with Canada and the USA.

How to Apply:

Apply by submitting your resume to: careers@leoberwick.com

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.  

Let’s work together.

You want an M&A expert who gets it. A commercially minded expert who understands deals. A partner who shares your drive for minimizing risk, maximizing value, and accelerating returns.

That’s Leo Berwick. The first call you make for any deal.