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About the Role

Leo Berwick is seeking a Vice President – Financial Modeling to lead financial modeling for mid-market infrastructure investors within its Infrastructure, Renewables and Energy Transition Financial Advisory Practice.

Responsibilities

• Create greenfield models and operate deal financial models for M&A transactions, ensuring accuracy, robustness, and tailoring to specific needs.
• Utilize Excel-based formula review software to identify risks in sell-side M&A transaction models.
• Perform valuation analyses using various methodologies.
• Prepare detailed reports and presentations communicating financial model findings, transaction insights, and strategic recommendations.
• Collaborate with clients to understand transaction objectives and provide expert guidance on financial modeling.
• Enhance modeling techniques and methodologies for improved accuracy and relevance.
• Work closely with legal and tax teams to ensure alignment of financial models with broader transaction processes.
• Conduct rigorous reviews and validations of financial models to meet quality standards, regulatory requirements, and client expectations.

Requirements

• Minimum 3 years of relevant experience.
• Experience leading greenfield financial model development, particularly with an infrastructure or project-finance focus.
• Experience with a start-up organization and/or a large professional services organization.
• Excellent interpersonal, negotiation, and conflict resolution skills.
• Excellent organizational skills and attention to detail.
• Ability to act with integrity, professionalism, and confidentiality.
• Must be able to travel within Canada and the US.

Skills

• Financial modeling
• Financial strategy
• Communication
• Excel-based formulaic review software
• Valuation analyses
• Report preparation
• Presentation skills
• Client collaboration
• Negotiation
• Conflict resolution
• Organizational skills
• Attention to detail

Location

• Remote
• Canada
• US

Work Type

• Remote
• Flexible working arrangements

Experience Level

• Vice President
• Minimum 3 years of relevant experience

Education Level

• Bachelor’s degree in Accounting, Finance, Economics or related field required
• CPA, CFA or comparable professional certification preferred
• Completion of internal or external financial modeling training courses preferred

Benefits

• Unlimited paid time off including 2 weeks of disconnected time each year
• Flexible working arrangements – remote and location flexibility
• 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 is a growing firm with an Infrastructure, Renewables and Energy Transition Financial Advisory Practice.

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.