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 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
A consulting firm in Toronto is seeking a Vice President – Financial Modeling for their Infrastructure, Renewables, and Energy Transition practice. The ideal candidate will lead greenfield financial model development and collaborate closely with clients and team members. Responsibilities include creating robust models for M&A transactions, performing valuation analyses, and preparing detailed reports. The role requires a minimum of 3 years of relevant experience and a strong ability to communicate complex financial data effectively. Flexible working arrangements, including remote options, are available. #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
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:
Leo Berwick is looking for a
Vice President – Financial Modeling
to join our growing Infrastructure, Renewables and Energy Transition Financial Advisory Practice with a focus on leading financial modeling for mid-market infrastructure investors.
You’re the right fit for this role if you –
Have experience leading greenfield financial model development, particularly with an infrastructure or project-finance focus
You are a passionate financial strategist looking to be a true partner in a fast-paced, evolving firm
You are a skilled communicator, able to translate complex financial data into actionable information for our leaders and clients
You have a strong work-ethic; willing to put in the time and effort required to be thorough even under tight deadlines you deliver high quality work
You have a learning mindset; you are eager to learn new skills and tools and have the flexibility to adapt in a variety of situations
Unlimited paid time off
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:
Create greenfield models and operate deal financial models for M&A transactions. Ensure models are accurate, robust, and tailored to the specific needs of each transaction.
Use excel-based formulaic review software to identify structural and formula risks in sell-side M&A transaction models.
Perform valuation analyses using various methodologies, including cash flow, precedent transactions, and comparable company analysis.
Prepare detailed reports and presentations that effectively communicate financial model findings, transaction insights, and strategic recommendations to clients and stakeholders
Collaborate with clients to understand their transaction objectives, provide expert guidance on financial modeling. Continuously enhance modeling techniques and methodologies to improve accuracy and relevance.
Work closely with other team members, such as legal and tax, to ensure alignment and integration of financial models with broader transaction processes and strategies.
Conduct rigorous reviews and validations of financial models to ensure they meet quality standards, regulatory requirements, and client expectations.
Qualifications:
Minimum 3 years of relevant experience
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
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
A self-starter who is comfortable working remotely and in an unsupervised environment
Ability to act with integrity, professionalism, and confidentiality
The successful candidates must be able to travel within Canada and the USA
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
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.
Usethe exactsubjectline : 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
Join Leo Berwick as a Vice President focused on Infrastructure Financial Due Diligence across Canada. As a key financial strategist, you will drive impactful financial analysis and lead high-performing teams.
This role demands an experienced leader passionate about mentoring junior staff in a dynamic firm. You'll manage financial due diligence engagements, analyze complex business plans, and evaluate post-merger integration considerations. With a focus on detail and client satisfaction, your insights will shape client success during critical transactions.
Key Responsibilities:
• Mentor and develop junior financial advisors
• Lead financial due diligence for acquisitions and divestments
• Analyze business plans and public information on target businesses
• Review historic financial data relevant to deals
• Report key risks and issues to clients
Requirements:
• At least 4 years of relevant financial experience
• Bachelor's degree in Accounting or related field
• Strong background in start-up or professional services
• Excellent organizational and negotiation skills
• Willingness to travel within Canada and the USA
Become a vital partner in financial strategy, guiding teams through pivotal transactions at Leo Berwick.
#J-18808-Ljbffr
Vice President – Infrastructure Financial Due Diligence (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:
Leo Berwick is looking for aVice President to join our growing Infrastructure, Renewables and Energy Transition Financial Due Diligence deal team.
You’re the right fit for this role if you –
You are a passionate financial strategist looking to be a true partner in a fast-paced, evolving firm
You are a skilled communicator, able to translate complex financial data into actionable information for our leaders and clients
You have experience designing and implementing policies, procedures and programs that support high performing teams aligned to our current and future growth plans
You are an experienced leader able to oversee and partner across departments and teams
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.
Participate in financial due diligence engagement related to acquisitions or divestments.
Analyze business plans and publicly available information on the target business.
Review all historic financial data available related to the proposed deal.
Evaluate potential synergies and post-merger integration considerations.
Report key issues and risks to our clients.
Correlate due diligence findings with client valuations and manage expectations of service.
Qualifications:
Minimum 4 years of relevant experience
Bachelor’s degree in Accounting, or related field required
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
A self-starter who is comfortable working remotely and in an unsupervised environment
Ability to act with integrity, professionalism, and confidentiality
The successful candidates must be able to travel with Canada and the USA.
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.
#J-18808-Ljbffr
