Posted 22 days ago
Associate, US Financial Consulting
@ Richter Main Brand
Montréal, Quebec
Overview
Richter Consulting, a member of the Richter Group business advisory firm, is hiring an Associate for its US Financial Consulting Group in Montreal. The role supports engagements of about 5-6 weeks for US lenders, private equity firms and banks on over-leveraged or under-performing companies, with 3-statement modelling, cash flow analysis and recommendations. The posting asks for 2-5 years of experience, a hybrid schedule and occasional travel in the USA.
Responsibilities:
- Work within multidisciplinary deal teams on 5-6 week consulting engagements
- Build 3-statement financial models incorporating cash flow and liquidity
- Analyse KPIs, revenue drivers and cost-saving initiatives
- Develop customized work products and actionable recommendations
- Collaborate with client personnel and Partners
Requirements summary:
- 2-5 years of relevant experience (CPA, FP&A, CFA)
- Proficient in Excel and PowerPoint; Alteryx or Power Query a plus
- Strong quantitative and qualitative analysis skills
- Excellent English written and verbal communication
- Ability to work autonomously
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2026-10-15
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business operations |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: minimal |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CPA, CFA |
| Fields of study | Accounting, Finance |
| Perks mentioned | Tuition support, Performance bonus, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Richter Main Brand
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Richter est un Bureau Familial | d’Affaires. / Richter is a Business | Family Office.
Full company description
Richter est un Bureau Familial | d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers les générations. Forts d’un siècle d'expérience à conseiller à l'intersection de la famille et de l'entreprise, Richter a développé une approche intégrée afin d’accompagner les propriétaires d'entreprise dans leur quête d’un succès durable. Que ce soit sur le plan professionnel, personnel ou la combinaison des deux, Richter occupe une position unique pour répondre aux besoins des entrepreneurs, des clients privés, des propriétaires d'entreprise et des familles les plus prospères du Canada, en plus de les aider à tracer une voie claire pour façonner leur héritage destiné aux générations futures. Fondée en 1926, l'équipe multidisciplinaire de Richter, qui compte aujourd’hui 700 personnes, innove continuellement afin de créer de la valeur pour ses employés, ses clients et la collectivité au Canada ainsi qu’aux États-Unis. Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. Building on a century 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 700-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.
- LinkedIn followers
- 25,466
- People associated on LinkedIn
- 900
- Reported office locations
- 1981 Avenue McGill College, Montreal, Quebec, CA
- 181 Bay St, Toronto, Ontario, CA
- Business categories
- Finance
- Advice
- Financial Services
- Other recorded names
- Richter
- Specialties
- Assurance
- Business advisory
- Tax
- Risk Management
- Corporate Finance
- Wealth Management
- Restructuring
- Forensic Accounting
- Valuations
- M&A
- Cross-border tax
- Fiscalité
- Certification
- Gestion du patrimoine
- Restructuration
- Juricomptabilité
- Fusion et acquisition
- Fiscalité transfrontalière
- Service-conseil
- Évaluation d'entreprises
- and Cybersécurité
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Richter est un Bureau Familial | d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers les générations. Forts d’un siècle d'expérience à conseiller à l'intersection de la famille et de l'entreprise, Richter a développé une approche intégrée afin d’accompagner les propriétaires d'entreprise dans leur quête d’un succès…
| Field | Value |
|---|---|
| Industry | Professional Services |
| Company size | 501-1,000 employees |
| Headquarters | Montreal, Quebec |
| Organization type | Partnership |
| Year founded | 1926 |
| Specialties | AssuranceBusiness advisoryTaxRisk ManagementCorporate FinanceWealth ManagementRestructuringForensic AccountingValuationsM&A |
| Open jobs on Jobsy | 34 |
| View page |
Associate
US Financial Consulting Group – Based in Montreal
Richter Consulting, Inc. (“RCI”) is a member of the Richter Group, a full-service business advisory firm, founded in 1926. RCI serves its clients with a multidisciplinary group of 6 partners and ~25 professionals. We work with US-based leverage lenders, private equity firms, and major banks regarding their portfolio companies/investments. Our clients call upon our experienced professionals to provide our expertise in Business Assessment, Cash Flow Forecasting, Financial Reorganization/Profitability Improvement, Crisis Management, Transaction Advisory and Asset-Based Lending Diligence, among other services.
A Career with a High Rate of Return:
What’s in it for you?
- Experience in a specialized, highly regarded consulting practice;
- Exposure to sophisticated US-based corporations;
- A unique learning experience in 3-statement financial modeling, incorporating cash flow/liquidity;
- Insight into operational and corporate strategies, revenue drivers, profitability improvement, cost saving initiatives, KPI analysis, transaction diligence, etc.;
- Draw upon your accounting/finance fundamentals and apply them to real-life situations;
- Contribute to a customized work product with tangible results and actionable recommendations;
- Participate in diverse engagements, allowing for exposure to a variety of companies, industries, competitive landscapes, etc.;
- Become a more well-rounded professional, developing soft and technical skills;
- Work directly with experienced Partners;
- Occasional travel in the USA;
- Join a team willing and committed to investing in your development.
Position overview:
You will work within a multidisciplinary team of professionals on a variety of stimulating engagements (typically 5-6 weeks). Our deal teams of 3-4 professionals deliver consulting services involving companies in numerous industries (Consumer Products, Pharma, Distribution, Services, Manufacturing, etc.) experiencing challenges arising from over-leverage, liquidity problems, under-performance, macroeconomic events, or other business transitional/operating issues.
A variety of arrangements are available which includes a hybrid work schedule.
What we are looking for:
- 2-5 years of relevant experience (CPA, FP&A, CFA)
- Proficient in Excel and PowerPoint (Alteryx or Power Query/Pivot a plus);
- Strong aptitude for quantitative and qualitative analyses;
- Advanced analytical and problem-solving skills;
- Willingness to learn and adapt in a changing environment;
- Desire to develop new skills;
- Ability to collaborate with client personnel and other professionals;
- Excellent English communication (written and verbal), presentation, and organizational skills;
- A positive and energetic attitude;
- Ability to work autonomously.
What Richter offers 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
Sounds like you? Apply today!
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