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About the Role

Our team supports clients in maximizing the impact of their mergers, acquisitions, carve-outs, or divestitures, providing value creation across the transaction timeline. As a Senior Associate, you will lead analytical workstreams, develop strategic insights, and help clients unlock value in transformative deals within North America’s energy and infrastructure landscape.

Responsibilities

• Quantify synergies and value creation opportunities during buy-side transactions.
• Assess carve-out requirements and operating costs of standalone entities.
• Identify areas of operational entanglement for sell-side transactions.
• Advise on the scope and commercial terms of transition services agreement structures.
• Advise clients during post-deal execution, including synergy capture, integration planning, performance tracking, and operational transformation.
• Contribute to report writing and presentation development, creating structured, client-ready deliverables.
• Engage with clients, presenting key insights and building trust-based relationships.
• Take ownership of workstreams and help manage day-to-day delivery across multiple projects.
• Communicate insights effectively through compelling data visualizations and presentations.
• Support project planning, internal workflow management, and day-to-day client interactions.
• Operate in fast-paced, ambiguous environments with the ability to pivot and adapt.

Requirements

• 2–3 years in transaction advisory, due diligence, or value creation, ideally with experience at a Big 4 or similar firm.
• Bachelor’s degree in Accounting, or related field required.
• Bachelor’s degree in Business, Finance, Accounting, Engineering, Economics, or related discipline.
• Advanced Excel and PowerPoint skills (modeling, analytics, visual storytelling).
• Excellent interpersonal, negotiation and conflict resolution skills.
• Excellent organizational skills and attention to detail.
• Ability to structure ambiguous problems, synthesize large data sets, and identify key value drivers.
• Critical thinking with strong attention to detail and commercial intuition.
• Must be able to travel within Canada and the USA.

Skills

• Excel
• PowerPoint
• Modeling
• Analytics
• Visual storytelling
• Interpersonal skills
• Negotiation skills
• Conflict resolution skills
• Organizational skills
• Attention to detail
• Problem structuring
• Data synthesis
• Critical thinking
• Commercial intuition

Location

• North America

Work Type

• Remote
• Location flexibility

Experience Level

• Senior Associate
• 2-3 years

Education Level

• Bachelor's degree in Accounting
• Bachelor's degree in Business
• Bachelor's degree in Finance
• Bachelor's degree in Engineering
• Bachelor's degree in Economics

Benefits

• Unlimited paid time off
• 2 weeks of disconnected time each year
• Flexible working arrangements
• Tuition reimbursement
• Attractive medical, dental insurance
• Pension & retirement contributions
• Monthly fringe benefit stipend (up to $400)
• Additional benefits to support physical and mental wellness

About the Company

• 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.

Equal Opportunity

• 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.