Junior Associate - Ottawa, Canada - Welch LLP

Welch LLP

Verified Company

Ottawa, Canada

11 hours ago

Posted by:

Sophia Lee

beBee Recruiter

Description

LOCATION

OttawaCATEGORY
Fulltime PermanentTYPE
HybridPOSTED
February 14, 2023CAREERS
CURRENT OPPORTUNITIESJunior Associate

Welch Capital Partners Inc.

(WCP) is an advisory firm whose passion is helping clients understand, grow and capture value, while navigating an organization's complex growth and exit options.

We are a professional services company that is rooted in our
100-year heritage of providing business owners and stakeholders
industry service expertise with a relationship-driven approach to client service.

We specialize in Mergers & Acquisitions, Capital and Business Valuations. WCP is an affiliate of Welch LLP, a regional provider of assurance and tax services.

At WCP, we pride ourselves on our ability to offer
strategic and practical advice, while walking step by step with clients to
bring simplicity to complex business processes and transactions.

Our clients value our seamless integrated approach - leveraging our global network of professionals who are skilled in multiple disciplines - to help them
make informed decisions, improve financial performance, and maximize company value.

About the Opportunity

Responsibilities:

Mergers & Acquisitions/Capital

Analyze client financial statements and relevant documentation
Build financial models and confidential information memorandums (CIMs)
Identify, analyze and rank potential buyers
Coordinate with clients during the due diligence process
Assist in managing deal flow

Valuations

Assist in the research and preparation of reports for business valuation of private companies
Prepare requests for documents and communicate with clients including correspondence preparation and followup
Analyze financial statements and documents
Prepare financial analysis and models

Administrative/Marketing

Prepare management presentations, marketing pitches, and other presentations as required
Conduct industry and economic research
Track client, prospect and engagement information in Navatar/Salesforce

Business Development

Work collaboratively with team members, and develop/maintain relationships with others, both inside and outside the firm
Attend various meetings with the WCP team, as well as meetings with clients when required

Qualifications:

Education & Experience

Bachelor's degree in field related to the position
Pursuing a professional designation (CPA, CBV, CFA, MBA, JD)
Experience in one of the following areas would be an asset: investment or commercial banking, private equity, venture capital, consulting, legal, or accounting focus (can include internship or coop positions)
Some experience with financial modeling, including analysis of financial statements and preparation of integrated 3statement financial models without supervision

Knowledge, Skills, & Abilities

Good technical/working knowledge in the following areas:
Accounting and tax principals
Valuation
Economics
Mergers and acquisitions
Financial modelling
Understanding of financial statements and general accounting principles
Willingness to take ownership of tasks and work both collaboratively or independently in a demanding, fast paces and dynamic work environment
Demonstrated ability to effectively conduct research
Meticulous attention to detail
Conscientiousness towards client needs and requirements
Ability to extract useful information from large sets of unorganized or incomplete data
Demonstrated problem solving abilities to provide alternative solutions to complex issues
Demonstrated determination, creative thinking, resilience, and goalorientation
Excellent interpersonal, presentation, written and verbal communication skills with clients and colleagues at all levels of a corporation
Ability to write easy to understand reports
Demonstrated potential to develop a network of industry contacts (such as bankers, attorneys, etc.)
Exceptional critical thinking, analytical, time management and organizational skills
Ability to effectively present information and respond to questions from clients or other parties
Ability to multitask and prioritize, effectively manage multiple assignments in a fastpaced, challenging work environment
Ability to maintain professional composure in highstress situations
Committed to professional growth through continuous learning
W_e thank all applicants for their interest but only those selected for an interview will be contacted._