Job Description
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
Unlimited paid time off
Generous performance-based bonuses
Flexible working arrangements – remote and location flexibility
Pension & retirement contributions
Monthly fringe benefit stipend (up to $400)
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
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.
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Ready to Apply?
Don't miss this opportunity! Apply now and join our team.
Job Details
Posted Date:
March 2, 2026
Job Type:
Finance and Insurance
Location:
Toronto, Canada
Company:
Leo Berwick
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.