Senior Analyst, Acquisition & Integrations Operations
Apply NowCompany: CapServCo Limited Partnership
Location: Toronto, ON M4E 3Y1
Description:
Who we are
You know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Doane Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store. What we're trying to say is that we're a large and growing professional services firm that still feels like a community. We employ over 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That's what's most important to us. We're building a thriving organization that's purpose driven and still want to remember what your favourite milkshake flavour is.
Our special culture shines through when we have the opportunity to connect in person. That's why we're working in a model where teams are required to be together in the office 4 days per week.
As a Senior Analyst, Acquisition & Integrations Operations your responsibilities will include:
Business Operations and Project Management
o Acting as a primary point of contact and owner of the integration process (pre and post) within the Business Operations, Acquisition & Integrations ("A&I") team for National transactions.
o Lead and organize stakeholders involved in the integration process, collaborating closely with all teams for effective project planning, scheduling, and ultimate execution and onboarding of integrated colleagues and the integrated Firm.
o Demonstrate strong project skills and a proven ability to develop and execute project plans on time and on budget, including the ability to establish a work plan, identify priorities and milestones, and accurately communicate and report progress by engaging all relevant stakeholders.
o Interpret due diligence findings (i.e. people, quality, legal, operational, etc.) to incorporate in the integration planning and onboarding activities while ensuring business risks are actively managed.
o Ensure all internal controls and compliance with professional standards are met for client service, technology, training, and operational items.
o Facilitate post-integration check-in and support calls, provide key stakeholders with timely updates on feedback, and champion feedback resolution.
o Identify opportunities for operational efficiency enhancements by observing A&I processes and best practices; facilitate implementation of recommendations and update documentation based on these findings.
o Actively mentor and support team members to foster continuous professional growth.
o Willing to travel on a periodic basis as required.
Data Governance and Management
o Manage incoming firm client data, ensuring completeness and accuracy, approvals and key requirements are met, as well as being pro-active to meet key deadlines in the integration workflow process.
o Follow up on subsequent client data import collisions to ensure completeness, including addressing and resolving duplicate clients, and verifying accuracy to the Asset Purchase Agreement ("APA") client list schedule.
o Assist in the transfer of vendor AP accounts from incoming firm to existing Doane GT accounts, including managing lease reassignments and Provincial CPA accounts.
Financial & Data Analytics
o Ability to read, analyze and interpret legal agreements and synthesize the information into business risk exposure.
o Manage, prepare and calculate purchase payments in compliance with signed agreements, ensuring timely preparation, review, and invoicing to meet payment deadlines.
o Understand the vendor's opening work-in-progress ("WIP") to be transferred, by evaluating the timing and type of work performed, to ensure successful transition and completion under Doane GT.
o Perform opening WIP reconciliation with the incoming vendor firm including calculating the proration of the client invoices, coordinating reimbursement invoice, and securing the required approvals to meet timelines.
o Review and track integration related reimbursement invoices and contractor invoicing along with subsequent payments.
o Opportunity to work with financial models to evaluate scenarios, manage risk, and assess opportunities from potential acquisitions.
o Perform other ad-hoc duties as required.
Doane Grant Thornton
If you're a bit like us, you're driven to connect with how others are feeling and thinking. Here we walk in others shoes before taking action. Just imagine being part of a team that puts "we before me", where flexAbility is a mindset, and where you trust your colleagues to have your back. At Doane Grant Thornton, you'll work with inspiring leaders who support your development, both personally and professionally. This is a place where your insatiable curiosity enables you to think, see and hear from a variety of perspectives, a place where every day is different and having the courage to grow is part of who you are. And when all this comes together, well that's when the magic happens!
Want to learn more about who we are and how we live our purple every day? Read our colleagues' stories at www.discoveryourpurple.ca
Think you've got what it takes to be a Senior Analyst, Acquisition & Integrations Operations? Like the colour purple? Great. Here's a few more boxes we're also hoping you can tick:
Post-secondary education in Business, Accounting, Project Management or other relevant fields
CPA designation is an asset
Knowledge of CPA Professional Services and how Professional Service Firms operate is an asset
Minimum of 5 years' work experience in relevant responsibilities
Exceptional organizational skills, ability to synthesize data and to summarize it in meaningful ways
Excellent interpersonal and communication skills
Ability to build relationships with and influence individuals from all areas, role levels and functions in the firm
Capable of dealing with sensitive information in a confidential and professional manner
At Doane Grant Thornton we're focused on making a difference in the lives of our clients, our colleagues and our communities. That's our purpose. Or, as we like to say, living our purple.
What's in it for you?
Profit sharing, Flex days, RRSP contributions, Firmwide holiday closure, Wellness benefits, Concierge-like benefits, Work from anywhere in Canada in the summer for 4 weeks, and more!
Are you ready to Discover Your Purple?
#LI-Onsite
You know those big cities that still feel like small towns? Where everyone's friendly and helps each other out? That's like Doane Grant Thornton. Except here we're all professionals and there isn't a mayor or a general store. What we're trying to say is that we're a large and growing professional services firm that still feels like a community. We employ over 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That's what's most important to us. We're building a thriving organization that's purpose driven and still want to remember what your favourite milkshake flavour is.
Our special culture shines through when we have the opportunity to connect in person. That's why we're working in a model where teams are required to be together in the office 4 days per week.
As a Senior Analyst, Acquisition & Integrations Operations your responsibilities will include:
Business Operations and Project Management
o Acting as a primary point of contact and owner of the integration process (pre and post) within the Business Operations, Acquisition & Integrations ("A&I") team for National transactions.
o Lead and organize stakeholders involved in the integration process, collaborating closely with all teams for effective project planning, scheduling, and ultimate execution and onboarding of integrated colleagues and the integrated Firm.
o Demonstrate strong project skills and a proven ability to develop and execute project plans on time and on budget, including the ability to establish a work plan, identify priorities and milestones, and accurately communicate and report progress by engaging all relevant stakeholders.
o Interpret due diligence findings (i.e. people, quality, legal, operational, etc.) to incorporate in the integration planning and onboarding activities while ensuring business risks are actively managed.
o Ensure all internal controls and compliance with professional standards are met for client service, technology, training, and operational items.
o Facilitate post-integration check-in and support calls, provide key stakeholders with timely updates on feedback, and champion feedback resolution.
o Identify opportunities for operational efficiency enhancements by observing A&I processes and best practices; facilitate implementation of recommendations and update documentation based on these findings.
o Actively mentor and support team members to foster continuous professional growth.
o Willing to travel on a periodic basis as required.
Data Governance and Management
o Manage incoming firm client data, ensuring completeness and accuracy, approvals and key requirements are met, as well as being pro-active to meet key deadlines in the integration workflow process.
o Follow up on subsequent client data import collisions to ensure completeness, including addressing and resolving duplicate clients, and verifying accuracy to the Asset Purchase Agreement ("APA") client list schedule.
o Assist in the transfer of vendor AP accounts from incoming firm to existing Doane GT accounts, including managing lease reassignments and Provincial CPA accounts.
Financial & Data Analytics
o Ability to read, analyze and interpret legal agreements and synthesize the information into business risk exposure.
o Manage, prepare and calculate purchase payments in compliance with signed agreements, ensuring timely preparation, review, and invoicing to meet payment deadlines.
o Understand the vendor's opening work-in-progress ("WIP") to be transferred, by evaluating the timing and type of work performed, to ensure successful transition and completion under Doane GT.
o Perform opening WIP reconciliation with the incoming vendor firm including calculating the proration of the client invoices, coordinating reimbursement invoice, and securing the required approvals to meet timelines.
o Review and track integration related reimbursement invoices and contractor invoicing along with subsequent payments.
o Opportunity to work with financial models to evaluate scenarios, manage risk, and assess opportunities from potential acquisitions.
o Perform other ad-hoc duties as required.
Doane Grant Thornton
If you're a bit like us, you're driven to connect with how others are feeling and thinking. Here we walk in others shoes before taking action. Just imagine being part of a team that puts "we before me", where flexAbility is a mindset, and where you trust your colleagues to have your back. At Doane Grant Thornton, you'll work with inspiring leaders who support your development, both personally and professionally. This is a place where your insatiable curiosity enables you to think, see and hear from a variety of perspectives, a place where every day is different and having the courage to grow is part of who you are. And when all this comes together, well that's when the magic happens!
Want to learn more about who we are and how we live our purple every day? Read our colleagues' stories at www.discoveryourpurple.ca
Think you've got what it takes to be a Senior Analyst, Acquisition & Integrations Operations? Like the colour purple? Great. Here's a few more boxes we're also hoping you can tick:
Post-secondary education in Business, Accounting, Project Management or other relevant fields
CPA designation is an asset
Knowledge of CPA Professional Services and how Professional Service Firms operate is an asset
Minimum of 5 years' work experience in relevant responsibilities
Exceptional organizational skills, ability to synthesize data and to summarize it in meaningful ways
Excellent interpersonal and communication skills
Ability to build relationships with and influence individuals from all areas, role levels and functions in the firm
Capable of dealing with sensitive information in a confidential and professional manner
At Doane Grant Thornton we're focused on making a difference in the lives of our clients, our colleagues and our communities. That's our purpose. Or, as we like to say, living our purple.
What's in it for you?
Profit sharing, Flex days, RRSP contributions, Firmwide holiday closure, Wellness benefits, Concierge-like benefits, Work from anywhere in Canada in the summer for 4 weeks, and more!
Are you ready to Discover Your Purple?
#LI-Onsite