Join a motivated and high-performance team responsible for analysis and due diligence of acquisition targets in the financial services industry. Apply combination of quantitative and qualitative analytical skills as well as interpersonal skills to lead diligence projects spanning a broad range of areas and target types. Ensure that diligence effort appropriately balances the needs of stakeholders (risk management, financial analysis, and business onboarding) with vendor experience and process pace. The Director, Analysis & Diligence, Corporate Development will: Gain a holistic understanding of the business to appropriately scope the diligence effort associated with a given transaction, maximize the relevance of analyses and accuracy of financial projections, and identify material and germane risks to transaction value. Conduct financial analyses, including determining economics of the target business on a standalone basis and preparing a financial forecast for the target as part of People Corporation. Filter for material and relevant risks, work with relevant stakeholders and providers to identify a path to solution. Day-to-day ownership of assigned diligence projects, including ensuring timely and efficient progress of the diligence project by leveraging and coordinating with relevant stakeholders as well as internal and external resources. Oversee confirmatory diligence workstreams such as IT, compliance, tax. Support end-to-end transaction success through knowledge transfer to relevant stakeholders. To be successful as a Director, Analysis & Diligence, Corporate Development with People Corporation, you will need: 8+ years of professional experience in accounting, finance, or investment fields. Track record of successful project leadership or workstream ownership. Command of applicable finance and accounting concepts such as free cash flow/EBITDA, one-time v. recurring items, net working capital, and similar. Post-graduate professional education such as CPA, CBV, CFA, MBA, P.Eng., or comparable designations or experience. Proficiency with MS Office with strong Excel capabilities. Ability to advance multiple workstreams under tight timelines while maintaining quality of work product. Ability to coalesce information of various types, formats, sources, etc., to arrive at a holistic and granular understanding of the target business. Ability to build on the granular understanding to ‘zoom out’ and focus on the most relevant risks and challenges, finding efficient and practical mitigations and solutions to same. Ability to balance following a structured process to ensure consistency while exercising informed professional judgement to deviate from the standard process where appropriate to meet the core purpose. Willingness to work in excess of standard working hours to accomplish goals and meet timelines. Attention to detail and appreciation of data-informed, commercially-nuanced analysis. Ability to communicate effectively both in written and verbal form, tailor communication to audience. All-Star candidates will bring: Leadership experience in due diligence engagements, transaction advisory services, corporate development, or M&A more broadly. Experience in financial services distribution. French language proficiency. What’s in it for you: Work on a high-performing team delivering high-value, impactful outcomes. Intellectually stimulating and challenging set of responsibilities, tackling varying and evolving problem sets. An understanding of how to analyze a business and insight into what makes a business more/less valuable, risky, etc. Direct experience on the buy side of private markets M&A. Competitive compensation and benefits package, including retirement plan with company contributions. At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders. We are committed to providing an inclusive, accessible environment, where all employees and clients feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com. We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today. We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. And we're in it for the long haul - once you join us, we want you to thrive. If you want to make a difference in the lives of customers, if you take pride in a job well done, and if you like to have fun, talk to us. To learn more about our Partner Firms, please click on the link below. https://www.peoplecorporation.com/en-ca/about-us/our-partner-firms Submit your information for future opportunities. Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com. For more information on Accessibility at People Corporation, visit our link https://www.peoplecorporation.com/en-ca/accessibility-statement.
