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Posted 11 days ago

Director, FDD

@ Leo Berwick, LP

Montréal, QC · Vancouver, BC · Toronto, ON · Calgary, AB

Full-time5+ years experience
Apply now
SIGNALS

Overview

Leo Berwick, an M&A advisory firm, is hiring a Director to grow its Energy, Infrastructure and Renewables Financial Due Diligence practice. The role leads teams and diligence engagements for acquisitions and divestitures and advises clients on deal risk and value. Permanent full-time, remote with occasional travel within Canada and the U.S., base salary $190,000–$210,000 CAD.

Responsibilities:

  • Lead, mentor and develop junior team members
  • Manage financial due diligence engagements for acquisitions and divestitures
  • Deliver diligence reports and client presentations
  • Analyze business plans and historical financials of target companies
  • Identify and report key risks to clients

Requirements summary:

  • 5+ years of financial due diligence experience, ideally 2–3 years as Senior Manager at a Big Four firm
  • Bachelor's degree in Accounting or related field
  • CPA, CFA or comparable designation preferred
  • Strong FDD and financial analysis expertise
  • Proven leadership and project management skills
  • Energy, infrastructure or renewables experience an asset
Source and dates

Employer career site / ATS feed · rippling

Employer posting date
2026-10-27
First seen by our source
2026-11-02
Source record updated
2026-11-02

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityDirector
DepartmentFinance & accounting
Experience5+ years
Management experience2+ years
Manages peopleYes
Hours per week40 (estimated)
Travelair: minimal · ground: none
Work settingHome, Client sites
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
EducationBachelor’s degree (required)
Fields of studyAccounting
Perks mentionedGenerous paid time off, Flexible hours, Retirement plan, Tuition support, Wellness, Home office allowance

Summary and details written by AI from the posting; the employer’s posting is the authority.

Leo Berwick, LP

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.

Trusted Deal Advisory

Full company description

Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across all sectors, with deep expertise in infrastructure and energy. The firm’s team includes more than 120 M&A advisory leaders and specialists from the Big Four and Big Law. Leo Berwick is known for assisting clients to maximize value, minimize risk, and achieve superior returns at every stage of the deal life cycle. For more information, visit leoberwick.com.

LinkedIn followers
11,907
People associated on LinkedIn
131
Reported office locations
  • 475 5th Ave, 2100, New York, NY 10017, US
  • 100 King St W, 7080, Toronto, Ontario M5X 2A2, CA
  • 375 Water St, 375, Vancouver, British Columbia V6B 5C6, CA
  • 1388 Sutter St, Suite 508, San Francisco, California 94109, US
  • 220 N Green St, Suite 206, Chicago, Illinois 60607, US
  • 11 S 12th St, 509, Richmond, Virginia 23219, US
  • One Horizon Center, Golf Course Road, DLF Phase-5, sector 43, Unit 53, Unit 55, Level 18, Gurugram, Haryana 122002, IN
Business categories
  • Finance
  • Advice
  • Management Consulting
  • Financial Services
Other recorded names
  • Leo Berwick
Specialties
  • Trusted Deal Advisory
  • Consulting
  • Infrastructure
  • Renewables
  • Private Equity
  • Energy
  • M&A Advisory
  • M&A Tax Advisory
  • and State and Local Tax
Profile identifies a recruitment agency
No
Reported total investment
75,000,000

Currency and observation date were not supplied; this is not a current valuation or a funding round.

Leo Berwick is a commercially focused deal advisory firm supporting the needs of the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across all sectors, with deep expertise in infrastructure and energy. The firm’s team includes more than…

FieldValue
IndustryFinancial Services
Company size51-200 employees
HeadquartersNew York, NY
Organization typePrivately Held
Year founded2021
SpecialtiesTrusted Deal AdvisoryConsultingInfrastructureRenewablesPrivate EquityEnergyM&A AdvisoryM&A Tax Advisoryand State and Local Tax
Open jobs on Jobsy9
LinkedInView page
Job description

About Leo Berwick

Leo Berwick is an innovative, commercially focused mergers and acquisitions advisory firm serving the world’s largest infrastructure funds, infrastructure and energy developers, pension funds, sovereign wealth funds, private equity firms and their portfolio companies, publicly listed corporations, and private strategic investors across a broad range of industries, with deep expertise in infrastructure and energy. Our team of more than 120 M&A advisory leaders and specialists from the Big Four and Big Law partners with clients throughout the deal life cycle to maximize value, minimize risk, and achieve superior outcomes through tailored, high-impact advice.

At Leo Berwick, we hire the best and the brightest. 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 while delivering dedicated, customized service to every client.

What we’re looking for

Leo Berwick is looking for a Director to help drive the continued growth of our Energy, Infrastructure and Renewables Financial Due Diligence practice. You’ll work at the heart of complex, high-value transactions, partnering with leading corporate and financial investors to uncover key deal insights, challenge assumptions, and turn financial data into clear, actionable advice. Working across both buy-side and sell-side engagements, you’ll play a key role in helping clients navigate risk, identify value opportunities, and make confident investment decisions.

You’re the right fit for this role if –

  • 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.

What you'll do

  • Lead, mentor, and develop junior team members across all stages of the deal process.
  • Manage financial due diligence engagements for acquisitions and divestitures.
  • Deliver high-quality client outputs, including diligence reports and presentations, and communicate key deal implications.
  • Oversee full project lifecycle, ensuring timely and exceptional client deliverables.
  • Analyze business plans, public information, and historical financials of target companies.
  • Identify and report key risks and issues to clients.
  • Align due diligence findings with client valuations and help manage stakeholder expectations.

What you bring

  • 5+ years of Financial Due Diligence experience, ideally including 2–3 years at the Senior Manager level within a Big Four firm.
  • Bachelor’s degree in Accounting or a related field; CPA, CFA, or comparable designation preferred.
  • Strong FDD and financial analysis expertise; Energy, Infrastructure, or Renewables experience is an asset.
  • Proven leadership and project management skills, with experience leading teams and complex engagements.
  • Strong communication and interpersonal skills, with sound judgment, attention to detail, and a high level of professionalism.
  • Self-motivated and comfortable working independently in a remote environment, with occasional travel within Canada and the U.S.

Benefits & Perks

  • Unlimited paid time off including 2 weeks of disconnected time each year
  • Flexible working arrangements – remote and location flexibility
  • Tuition reimbursement
  • Attractive medical, dental insurance
  • Pension & retirement contributions
  • Monthly fringe benefit stipend (up to $400)
  • Additional benefits to support your physical and mental wellness

Compensation

This is a permanent full-time role offering a base salary range of $190,000–$210,000 CAD, commensurate with skills, experience, and alignment with the requirements of the role. Placement within this range will be determined based on experience relevant to this role and scope of responsibility.

Vacancy Statement

This posting reflects a new vacancy.

Use of Artificial Intelligence in Hiring

The firm uses artificial intelligence tools to screen candidates for this role.

Equal Opportunity Statement

Leo Berwick is an equal opportunity employer committed to building a diverse, inclusive and accessible workplace. We welcome applications from all qualified individuals and do not discriminate on any ground protected under applicable human rights legislation. Accommodations are available upon request at any stage of the hiring process, in accordance with applicable accessibility and human rights legislation.

Please contact [email protected] to request an accommodation. Information received relating to accommodation will be kept confidential and used only to support your participation in the hiring process or as otherwise required by law.

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