Associate Director / Director, Financial Advisory

The role

You will lead workstreams and manage junior staff to advise boards, management teams, lenders, and shareholders of companies facing financial stress. You will provide financial restructuring, cash management, and business planning services.

What you will do

• Prepare engagement letters and ensure compliance.
• Manage parts or all of engagements and support Managing Directors in managing external stakeholders.
• Manage insolvency engagements under the Bankruptcy and Insolvency Act and the Companies’ Creditors Arrangement Act.
• Support management teams in preparing business plans, cash flow forecasts, and Financial Advisory plans.
• Provide financial restructuring and cash management services.
• Review and stress-test integrated business plans, budgeting, and forecasting models.
• Establish or enhance company finance functions and processes.
• Develop, analyse and present Financial Advisory options.
• Provide on-job coaching and development to staff.
• Support business development activities and marketing initiatives.

Required qualifications

• Qualified accountant (CPA or equivalent), both time and exam qualified.
• Financial Advisory experience gained as an advisor within a professional services company, consultancy, investment bank, or as an analyst in a debt or special situations funds.
• Understanding of debt markets, banking, loan agreements and other relevant financial and legal documentation.
• Understanding of financial statements and related data to assess historical financial performance and future outlook.
• Good understanding of the Financial Advisory marketplace, its trends, and key players.
• Very strong analytical skills including business analytics, business planning, and short term cash flows.
• Excellent interpersonal skills.
• Strong project management skills with ability to lead mid-large teams and develop people.

Nice to have

• A basic understanding of insolvency legislation and practice

Benefits

• Flexible time off policy
• Medical, dental, and vision coverage
• Long-term disability
• Life insurance
• RRSP plan with corporate matching
• Team events
• Snacks
• Other perks

About the company

Teneo is the global CEO advisory firm. The firm has more than 1,800 employees located in 40+ offices around the world.