Transaction Services Manager - Financial Services

Description

Summary

A career in our Financial Due Diligence practice, within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures and capital markets. In short, we help some of the world’s leading companies originate, create, execute, and realise value from deals. Through data-driven insights, we help our clients move in the right direction ensuring maximum value for their company.

Our team assists organisations with both buy-side and sell-side due diligence. As part of our team, you’ll help us provide both corporate and financial buyers with peace of mind by analysing and validating all the financial, commercial, operational and strategic assumptions being made.

Our team specializes in the Financial Services sector, performing due diligence and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you’ll have the opportunity to help our clients through the different stages of the M&A process.

Meaningful work you’ll be part of

As a manager, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high-quality client service and operational efficiency. Responsibilities include but are not limited to:

• Financial Analysis and Due Diligence: Undertake in-depth financial analysis of client and target financial data within the Financial Services sector to identify deal issues and business value drivers.
• Prepare key transaction analyses such as Quality of Earnings, normalized net working capital and analysis of debt and debt-like items. Data analytics tools will be utilized to drive efficiencies in data processing and analysis, and to present data effectively.
• Advisory skills: Provide advice as a trusted adviser, using their skills, experience and understanding of transactions and the Financial Services sector to the advantage of their client.

Project management

• Responsible for delivering client-facing projects, being the main daily point of contact for senior client contacts, managing your own time, planning and organizing work tasks, monitoring progress and meeting deadlines.
• Teamwork: Key team member on large complex assignments and lead work streams on smaller and medium-sized engagements.
• Building relationships: Build and sustain relationships with clients and internal contacts and to act as an ambassador and role model for PwC.
• Developing people: Demonstrate the ability to give clear directions, as well as positive and constructive feedback.
• Coach less experienced staff and actively assist in the development of other team members.

Experiences and skills you’ll use to solve

• Chartered Accountant Designation (CPA or local equivalent)
• Professional experience at Manager level with solid Financial Due Diligence experience, experience in Financial Services preferred.
• Proven technical and analytical capabilities including proven financial and business performance analysis skills.
• Experience working with Companies in the Financial Services sector.
• Strong communication, presentation and report writing skills.
• Proven team management and leadership skills
• Data analytics experience, using tools such as Alteryx, Power BI and Tableau (desirable).

This role doesn’t support completion of the Canadian CPA designation.

When applying to a Quebec-based opportunity, fluency in French is required. Outside of Quebec, fluency in French is an asset.

PwC BC Region Pay Range Information

The salary range

• for this position is $82,300 - $137,000, plus individuals may be eligible for an annual bonus payment. Actual compensation within the range will be dependent upon your skills, experience, qualifications and geographic location.
• Please note that the salary range for this position is reflected for our British Columbia region. Given our national recruiting approach, we recruit (and may hire) in other regions and therefore the salary range may differ depending on the work location. PwC is committed to competitive compensation and sharing salary ranges in accordance with applicable pay transparency legislation as they arise.

Why you’ll love PwC

We’re inspiring and empowering our people to change the world. Powered by the latest technology, you’ll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact and support your wellbeing through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at:

Education

Degrees / Field of Study required: Degrees / Field of Study preferred:

Certifications

Required Skills

Optional Skills

• Accepting Feedback
• Acquisitions
• Active Listening
• Analytical Thinking
• Business Performance Metrics
• Business Valuations
• Coaching and Feedback
• Communication
• Contractual Agreements
• Corporate Finance
• Cost Accounting
• Creativity
• Deal Management
• Earnings Quality
• Embracing Change
• Emotional Regulation
• Empathy
• Finance Industry
• Financial Advising
• Financial Due Diligence
• Financial Economics
• Financial Forecasting
• Financial Management
• Financial Modeling
• {+ 27 more}

Desired Languages

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

Government Clearance Required?

Job Posting End Date

May 9, 2025

At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We’re committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in. We’re committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process. To learn more about inclusion and diversity at PwC Canada:

Be a part of The New Equation.

Chez PwC Canada, notre atout le plus précieux, c’est notre personnel. Et c’est en apprenant les uns des autres que nous devenons plus forts. Nous avons à cœur de créer une communauté équitable et inclusive de professionnels de la résolution de problèmes, dans laquelle chacun se sent vraiment à sa place. Nous savons que l’expérience peut prendre diverses formes et, pour nous, donner confiance au public et résoudre des problèmes importants n’est possible que si notre milieu de travail reflète la diversité de la société dans laquelle nous vivons. Nous tenons à répondre à vos besoins tout au long du processus de demande d’emploi, d’entrevue et d’embauche. Si vous avez besoin de mesures d’adaptation pour être parfaitement à l’aise, faites-le-nous savoir à l’étape de la demande d’emploi. Pour en savoir plus sur l’inclusion et la diversité chez PwC Canada:

Faites partie de La Nouvelle équation.