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Leo Berwick
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  • Director – Financial Modeling, Infrastructure, Renewables and Energy Transition (Toronto/Montreal, Canada) Who we are: Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client. As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional, together. What we’re looking for: Leo Berwick is hiring a Director within our market leading financial modeling sub practice, under our Financial Advisory group focusing on complex infrastructure, renewables, and energy transition deals. This role combines deep technical expertise, client leadership, and people development, while setting standards for modeling quality, methodology, and strategic insight across engagements. In this role you will act as a trusted advisor to clients, a thought leader internally, and a coach to team members, ensuring financial models not only meet technical rigor but also directly inform investment, transaction, and strategic decisions. You’re the right fit for this role if you – Own financial modeling standards and outcomes, ensuring teams deliver defensible, decision‑ready models across multiple engagements. Are comfortable Lead through ambiguity, applying judgment and setting direction when data, assumptions, or paths forward are unclear. Operate comfortably at pace, overseeing parallel deals while balancing quality, risk, and timelines. Raise the bar for others, coaching senior team members and embedding continuous improvement across the function. Unlimited paid time off including 2 weeks of disconnected time annually Generous performance-based bonuses Flexible working arrangements – remote and location flexibility Pension & retirement contributions Monthly fringe benefit stipend (up to $400) Additional benefits to support your physical and mental wellness 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. Qualifications: 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. The successful candidates must be able to travel within Canada and the USA. Usetheexactsubjectline: Your Name, Director, Financial Modeling AttachaPDFcopy ofyourresumetotheemail.(Resumesinotherformatswillnotbeconsidered.) Share one to two sentences about why you’re interested in this role (optional) Equal Opportunity Statement 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. Let’s work together. You want an M&A expert who gets it. A commercially minded expert who understands deals. A partner who shares your drive for minimizing risk, maximizing value, and accelerating returns. That’s Leo Berwick. The first call you make for any deal. #J-18808-Ljbffr

  • A leading consulting firm in Canada is seeking a Vice President for their Integration & Separation Advisory team. This role involves driving value creation in mergers and acquisitions through detailed analysis, mentoring junior staff, and advising clients on post-deal execution. The ideal candidate will have 3-5 years of experience in transaction advisory, a strong educational background, and excellent analytical skills. Attractive benefits include performance-based bonuses, unlimited paid time off, and flexible working arrangements. #J-18808-Ljbffr

  • Vice President – Integration & Separation Advisory (Toronto/Montreal, Canada) Who we are: Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client. What we’re looking for Our team supports our clients to maximize the impact of their mergers, acquisitions, carve-outs, or divestitures. We support value creation across the transaction timeline — from early strategy and risk assessment through integration strategy, due diligence, and post‑merger integration planning and execution. Our work is fast‑paced, diverse, and high‑impact. As a Vice President, you’ll lead key analysis for carveout and synergy diligences, develop strategic insights, and help clients with post‑close planning and execution to unlock value in some of the most transformative deals across North America’s energy and infrastructure landscape. You’re the right fit for this role if you – Thrive in fast‑paced, high‑stakes environments where your insights shape real investment decisions Have a proven ability to break down complex data into actionable insights that drive value. Want to move beyond financial analysis into strategic, operational, and commercial value creation. Thrive in a collaborative, entrepreneurial environment where your ideas drive client outcomes. Enjoy collaborating in a close‑knit, high‑performing team while mentoring others and helping them grow. Are comfortable working with ambiguity, owning deadlines, working at deal speed and figuring things out independently when needed. All full‑time employees are eligible for performance‑based bonuses Unlimited paid time off Flexible working arrangements – remote and location flexibility Pension & retirement contributions Monthly fringe benefit stipend (up to $400) Additional benefits to support your physical and mental wellness Responsibilities Mentor, lead and develop junior staff. 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 to be managed through a defined separation workplan on 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 and execution, performance tracking, and operational transformation. Support and/or lead activities in the Integration Management Office (IMO) and Separation Management Office (SMO), ensuring effective coordination of post‑deal integration or separation initiatives. Contribute to diligence report writing and presentation development, creating structured, client‑ready deliverables with guidance from Directors. Engage with clients under supervision, presenting key insights and building strong, trust‑based relationships. Take ownership of workstreams and help manage day‑to‑day delivery across multiple projects in a deadline‑driven environment. 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 as needed. Qualifications 3–5 years in transaction advisory, due diligence, or value creation ideally with experience at a Big 4 or similar firm. 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. The successful candidates must be able to travel with Canada and the USA. How to Apply Email your application to: careers@leoberwick.com Use the exact subject line: Your Name, Integration & Separation, Vice President Attach a PDF copy of your resume to the email. (Resumes in other formats will not be considered.) (Optional but appreciated) Share one to two sentences about why you’re interested in this role Equal Opportunity Statement 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. Let’s work together. You want an M&A expert who gets it. A commercially minded expert who understands deals. A partner who shares your drive for minimizing risk, maximizing value, and accelerating returns. That’s Leo Berwick. The first call you make for any deal. #J-18808-Ljbffr

  • A mergers and acquisitions consulting firm is seeking a Director for Financial Modeling in Toronto/Montreal. This role requires leading the development of complex financial models and collaborating with senior clients to inform strategic decisions. Candidates should have 4-6 years of experience in financial modeling or advisory services, along with a relevant Bachelor's degree. The position offers unlimited paid time off, bonuses, flexibility in working arrangements, and opportunities for professional development. #J-18808-Ljbffr

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