Senior Financial Analyst M&A

Senior Financial Analyst - Wealth Management - Toronto, ON

Company Overview:

A leading investment management firm with over $6B in assets under management is hiring a Senior Financial Analyst, M&A Integration to join its high-performing Finance & Accounting team. Renowned for delivering tailored wealth management and investment strategies to high-net-worth individuals and families, this firm continues to grow rapidly.

This Senior Financial Analyst will partner closely with the VP Finance and take a lead role in driving the firm's dynamic M&A integration initiatives. This is an exciting opportunity for a motivated finance professional to make a direct impact in a fast-evolving, growth-oriented environment.

Core Responsibilities:

1. Due Diligence During M&A

• Conduct financial due diligence on potential acquisition targets, including:
• Reviewing financial statements, working capital, debt, revenue trends, key financial KPIs, processes, systems, and governance.
• Identify and provide input on risks, integration challenges, and accounting issues during due diligence.

2. Post-Acquisition Integration

• Collaborate with target entity accounting teams and external advisors to finalize the opening balance sheet.
• Allocate the purchase price to identifiable net assets (Purchase Price Allocation).
• Monitor and track performance metrics related to earn-out provisions and advise management on progress.
• Support onboarding of new legal entities and integration of accounting processes, policies, and systems with head office

3. Legal Entity Accounting (Post-Acquisition)

• Manage full-cycle accounting for each legal entity:
• Month-end close, journal entries, reconciliations, accruals, and intercompany transactions.
• Prepare monthly, quarterly, and annual financial statements under IFRS/GAAP.
• Ensure accuracy and completeness of trial balances and compliance with internal controls.
• Oversee statutory filings and coordinate with external auditors as required.

Qualifications:

• CPA designation or working toward one (strong asset)
• Strong experience in investment management or financial services
• 5+ years of progressive accounting or financial reporting experience
• Solid knowledge of IFRS and full-cycle accounting
• Audit or M&A integration experience considered an asset

What We Offer:

• Competitive compensation package including base salary and performance bonus
• Opportunity to join a high-growth investment firm with a collaborative, high-performing culture
• Commitment to career development and continuous learning
• Flexible hybrid work model to support work-life balance