Vice President – Financial Modeling

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’re Looking For

Leo Berwick is looking for a Vice President – Financial Modeling to join our growing Infrastructure, Renewables and Energy Transition Financial Advisory Practice with a focus on leading financial modeling for mid-market infrastructure investors.

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

• Have experience leading greenfield financial model development, particularly with an infrastructure or project-finance focus
• 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 a strong work-ethic; willing to put in the time and effort required to be thorough even under tight deadlines you deliver high quality work
• You have a learning mindset; you are eager to learn new skills and tools and have the flexibility to adapt in a variety of situations
  
  

Benefits & Perks

• Unlimited paid time off
• Generous performance-based bonuses
• Flexible working arrangements – remote and location flexibility
• 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

• Create greenfield models and operate deal financial models for M&A transactions. Ensure models are accurate, robust, and tailored to the specific needs of each transaction.
• Use excel-based formulaic review software to identify structural and formula risks in sell-side M&A transaction models.
• Perform valuation analyses using various methodologies, including cash flow, precedent transactions, and comparable company analysis.
• Prepare detailed reports and presentations that effectively communicate financial model findings, transaction insights, and strategic recommendations to clients and stakeholders
• Collaborate with clients to understand their transaction objectives, provide expert guidance on financial modeling. Continuously enhance modeling techniques and methodologies to improve accuracy and relevance.
• Work closely with other team members, such as legal and tax, to ensure alignment and integration of financial models with broader transaction processes and strategies.
• Conduct rigorous reviews and validations of financial models to ensure they meet quality standards, regulatory requirements, and client expectations.
  
  

Qualifications

• Minimum 3 years of relevant experience
• Bachelor’s degree in Accounting, Finance, Economics or related field required
• CPA, CFA or comparable professional certification preferred
• Completion of internal or external financial modeling training courses 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 within Canada and the USA
  
  

How To Apply

Apply with your resume at 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.