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About the Role

Leo Berwick is seeking a Director to join their financial modeling sub-practice within the Financial Advisory group. This role focuses on complex infrastructure, renewables, and energy transition deals, requiring deep technical expertise, client leadership, and people development. The Director will set standards for modeling quality, methodology, and strategic insight, acting as a trusted advisor, thought leader, and coach to ensure financial models inform critical business decisions.

Responsibilities

Oversee the development and review of complex financial models including cash flow modeling, scenario analysis, and valuation outputs.
Partner closely with senior client stakeholders to understand transaction objectives and translate them into robust, decision-ready financial models.
Lead deal and advisory engagements across sectors, contributing modeling insights to client deliverables and presentations.
Collaborate with Managing Directors and Partners to refine methodologies, assumptions, and modeling approaches.
Continuously enhance modeling methodologies to reflect evolving market practices, regulatory considerations, and sector-specific dynamics in infrastructure and energy transition.
Establish and implement best practices, templates, and quality standards for financial modeling across the practice.
Lead, mentor, and develop Vice Presidents and Senior Associates within the financial modeling team.

Requirements

4-6 years of relevant experience in financial modeling, transaction advisory, consulting or related analytical roles.
Bachelor’s degree in Accounting, Finance, Economics or related field required.
CPA, CFA, or formal financial modeling training is an asset.
Exceptional ability to translate complex financial outputs into clear, actionable insights for senior stakeholders.
Deep expertise in valuation methodologies, financial analysis, and transaction modeling.
Strong learning mindset with the adaptability to operate in a fast-paced, evolving consulting, advisory or investment environments preferred.
Must be able to travel within Canada and the USA.

Skills

Financial modeling
Transaction advisory
Consulting
Valuation methodologies
Financial analysis
Client leadership
People development
Strategic insight
Cash flow modeling
Scenario analysis
Valuation outputs

Location

Canada
USA

Work Type

Remote
Location flexibility

Experience Level

Director
4-6 years

Education Level

Bachelor’s degree in Accounting, Finance, Economics or related field
CPA
CFA

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 is a market leader in financial modeling within the Financial Advisory group.

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.