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Treewalk Consulting

Runs bookkeeping and outsourced finance teams

Transaction Advisory Associate

Financial & Transaction AdvisoryUpdated on Nov 13
Full-timeRemote in CanadaCA$80k - CA$90k /yrRemote

About the Job

Requirements

  • Candidates must have 2–3 years of transaction advisory and financial due diligence experience at a Big Four or large national firm; strong audit, investment banking, or consulting backgrounds are also considered.
  • Candidates must have strong working knowledge of ASPE and IFRS; familiarity with US GAAP is an asset for cross-border transactions.
  • Candidates must hold a CPA and have passed the CFE.
  • Candidates must have advanced financial modeling skills, including proficiency in creating complex financial models such as three-statement models, LBO models, and comparable company analysis.
  • Candidates must be able to work in a fast-paced, deadline-driven environment and stay responsive when deals move quickly.
  • Candidates must be able to manage multiple engagements simultaneously.
  • Candidates must be familiar with the M&A process from LOI to close.
  • Candidates must have interpersonal and communication skills for engaging with clients and senior management.
  • Candidates must have multitasking skills and attention to detail.

Responsibilities

  • Perform extensive work on Quality of Earnings engagements, including assessing quality of earnings, sustainability of EBITDA, quality of assets, working capital profile, and other financial metrics.
  • Lead engagements with autonomy, identify high-risk areas, and manage deal relationships.
  • Support clients through all deal phases, including LOI analysis, structuring, financial modeling, due diligence, and integration.
  • Create and manage complex financial models for forecasts and decision-making, such as three-statement models and LBOs.
  • Manage data rooms and coordinate with advisors to gather necessary deal information.
  • Prepare detailed reports for stakeholders, including financial forecasts, budgets, variance analysis, and management summaries.
  • Conduct market research to provide insights for deal teams and benchmark valuations.
  • Participate in other projects based on business needs.

Desired Qualifications

  • Familiarity with US GAAP for cross-border transactions.

About the Company

Treewalk Consulting

Runs bookkeeping and outsourced finance teams

Treewalk Consulting handles bookkeeping, payroll and financial reporting for businesses that need ongoing support or an outsourced finance team. Its public-company specialists prepare financial statements and audit documentation, advise on reporting policies and support businesses preparing to list on a stock exchange. Controllers and finance advisors review cash flow, build budgets and strengthen financial controls, with interim coverage for gaps in a client's own finance function. Clients commission one-time projects or ongoing monthly services, paying for professional accounting and advisory work tailored to their needs. Treewalk was founded in 2016 and is headquartered in Vancouver, British Columbia.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Vancouver, Canada
Founded
2016

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