Business Analyst

Responsibilities & Accountability

Gather and format client financial data for analysis
Track all information received and maintain records in appropriate data storage locations
Conduct site visits of client premises, schedule and conduct personal client interviews and all follow-up meetings as necessary to complete the required information gathering
Conduct industry research using internet and subscription-based services
Identify client competitors and complete a competitive intelligence analysis
Complete analysis within the framework of our ISO 9001-2015 registration
Complete a business valuation on each client file
Identify and make observations regarding opportunities for the client to improve and enhance the value of the business

Provide recommendations based on research and analysis findings for each client
Produce a professionally written final report, following an established template and in a format suitable for the client
Support the delivery of all findings in a formal client presentation, let by the Senior Analyst and Managing Director
Maintain up-to-date financial summaries and data storage logs throughout client relationship
Provide support to Managing Intermediary during negotiations, due diligence and deal closing deadlines
Observe and maintain strict confidentiality with respect to clients and their affairs

Skills and Qualifications

Selection of an individual for this position will be predicated on:

Post-secondary degree in a business discipline; (e.g. B. Comm., C.A., CGA, MBA, etc.)
Current recognized Business Valuation accreditation (or willingness to obtain)
M & A experience, completion of due diligence assignments or small business experience

Ability to work unsupervised and focus on detailed analysis for sustained periods of time
Appropriate keyboarding skills, and proficiency with Microsoft Office suite

Please email resume to