Associate, Valuations and Litigation Support
Richter Montreal Office
Overview
Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.
What we offer:
- The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services
- The opportunity to develop your career with the direct support of your managers and firm partners; and
- A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
- Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement
A day in the life of a Valuations Associate
- Conduct financial analysis, research, and valuation analysis to determine the value of businesses, securities, and assets for various purposes, including shareholder buy-outs, succession planning, dispute advisory, executive compensation, financial reporting, and tax.
- Assist in the preparation of valuation reports for clients, including analyzing financial statements, researching industry data, and creating financial models.
- Collaborate with the dispute advisory team to assist in the preparation of expert reports and testimony relating to damage quantification in litigation matters.
- Prepare financial models and perform calculations to assist in the quantification of damages for lost profits, business interruption, and other economic damages.
- Analyze financial data and documents to determine the financial impact of various scenarios and present findings to the dispute advisory team.
- Assist in the preparation of settlement negotiations and participate in mediation sessions.
- Develop and maintain relationships with clients, attorneys, and other stakeholders to ensure the successful delivery of services and the growth of the practice.
- Participate in professional development activities and continuing education to maintain technical proficiency and stay up-to-date with industry trends and standards.
About you
- Bachelor's degree in Accounting, Finance, or related field.
- CPA designation or close to having the required hours
- Interest in or already pursuing the CBV designation.
- Two to three years of experience in audit, accounting, finance or valuation and/or dispute advisory support.
- Proficient in Microsoft Excel and financial modeling.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Intellectual curiosity
- Ability to manage multiple projects and priorities while meeting deadlines.
What’s in it for you?
- Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
- Employee and Family access to virtual healthcare network
- Employee and Family Assistance Programs, including consultations with mental health professionals
- Annual Health & Well-being Program
- Hybrid work Environment
- Competitive Performance Bonus
- Tuition Reimbursement
- Professional Dues Reimbursement
- CFE leave financial support
- Academic Incentives
- Talent referral bonus
- Client referral bonus
- Access to an on-demand concierge nannying, babysitting, and tutoring service
- Annual employee rewards and recognition
Your application
We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.
Sounds like you? Apply today!
