Assistant Vice President

Who we are:

Leo Berwick is a fast-growing M&A consulting firm built by experienced professionals from leading global law and accounting firms, delivering strategic advisory support across the transaction lifecycle. As a growth-stage organization, we move fast, collaborate closely, and value people who take initiative, think independently, and thrive in dynamic environments. At Leo Berwick, you get the opportunity to work on complex deals, learn rapidly, and contribute meaningfully while helping build something exceptional alongside a high-performing global team.

Based out of Gurugram, our India office operates as a Global Capabilities Center (GCC), partnering closely with U.S. and Canadian teams to provide high-impact, cross-functional support across transactions and advisory engagements.

What we're looking for:

Leo Berwick is seeking an Assistant Vice–President/Vice President Financial Due Diligence to support U.S. and Canadian transactions across buy-side, sell-side, carve-outs, and working capital engagements within a rapidly growing practice.

You're the right fit for this role if you –

• You have a minimum of 4 to 9 years of relevant experience, working with a Big 4 or equivalent firm.
• 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

Responsibilities:

• Prioritize data gathered from financial reports into Excel workbook analyses that provides valuable guidance to the U.S. based engagement team on specific reviews of company financials in the fast-paced world of mergers and acquisitions
• Prepare and update document request lists and management meeting agendas
• Participate in management meetings with the Target Company and discussions with the Client
• Assist in quantification of Quality of Earnings adjustments, Net Working Capital analyses, identifying Debt-like Items.
• Assist in drafting advanced sections in the report like IS, BS overview, key Points of Interest for consideration in the Report, etc.
• Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-up skills
• Work through industry specific analysis
• Demonstrates proficient knowledge of the technology tools (e.g., advanced Excel, data analytics tools like Alteryx, etc.) required within assigned responsibilities.
• Mentor, lead and develop junior staff.
• Review all historic financial data available related to the proposed deal.
• Evaluate potential synergies and post-merger integration considerations.

Qualifications:

• Minimum 4-9 years of relevant experience
• CA, CPA, MBA or comparable accounting/finance master's degree
• Excellent interpersonal, negotiation and conflict resolution skills
• Excellent organizational skills and attention to detail
• A self-starter who is comfortable working remotely and in an unsupervised environment
• Ability to act with integrity, professionalism, and confidentiality
• The successful candidates must be willing to travel to Canada and the USA.

Equal Opportunity Statement:

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.