Senior Financial Analyst, Valuations & Modelling
- Location
- Montreal 1000 Rue De La Gauchetière Ouest
- Employment
- Full Time
- Work model
- On-Site
- Level
- Senior
- Posted
About this role
Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth. Your Opportunity Our Montreal office is looking for a Senior Financial Analyst, Valuations & Modelling to join the Financial Advisory Services team. In this role, you will be called upon to: Provide valuation services in the following areas: Business valuations: Actively participate and lead the preparation of valuation engagements for tax planning, transaction support, financial reporting and compliance purposes. Support to investment funds: Participate in valuation engagements for investment funds and portfolio companies in accordance with the standards of the Canadian Institute of Chartered Business Valuators (CBV Institute), including engagements involving large businesses and institutional investors. Audit support: Participate in the preparation of valuation memos to support the fair value of assets and liabilities and help ensure compliance with accounting standards and regulatory requirements. Financial instruments: Actively participate in the preparation of valuations of complex financial instruments, including derivatives, stock options, and debt instruments, using recognized valuation methodologies. You will also have the opportunity to: Participate in discussions and meetings with the management of the companies involved; Analyze company strengths, weaknesses, opportunities, and threats to determine the cash flow risks of the companies involved; Participate in the financial modelling used for the valuation; Draft detailed valuation reports and presentations to management; Conduct industry-specific research and other research tasks as directed by the Valuations team; Develop relationships with BDO's current and prospective clients as well as with other BDO service groups; Provide ongoing communication with the Valuations team concerning file execution and service area development initiatives; Develop an understanding of the business development activities required to support this type of practice (for future career development); and Assist in the ongoing training and development of professional staff within the service area. How do we define success for your role? You consistently deliver accurate, high-quality work through strong attention to detail, critical thinking, and a proactive approach to problem solving. You demonstrate BDO's core values through all aspect of your work: Integrity, Respect & Collaboration. You understand your client's industry, challenges, and opportunities. Clients and colleagues describe you as positive, professional, and delivering high-quality work. You identify, recommend & are focused on effective service delivery to your clients. You share in an inclusive & engaging work environment that develops, retains & attracts talent. You actively participate in the adoption of digital tools and strategies to drive an innovative workplace. You grow your expertise through learning & professional development. Your experience and education A bachelor’s degree in accounting, finance, business, or another related field; A CPA accounting designation (or near completion) is considered an asset; Must be willing to pursue a Chartered Business Valuation designation; 2-3 years of working experience in an Audit or Valuations/Mergers and Acquisitions practice; Strong analytical and problem-solving skills; Strong attention to detail; Solid verbal and written communication skills; Ability to prioritize and manage multiple tasks. Why BDO? Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026 . This recognition is a milestone we’re thrilled to add