Director, Financial Analysis - US Deals

Toronto, Ontario Visa

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Job Description

Job Description

Job Description

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Job Description

The US Deal team is a function in Finance responsible for providing financial analysis and deal pricing expertise to compete for client brand decisions. The team is responsible for providing deal support for Visa’s largest book of business globally. This includes end-to-end deal execution in collaboration with various stakeholders and cross functional teams. The team is critical to delivering against Visa's revenue and business objectives and highly visible to executive leadership.

This role is responsible for the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules). The Director will collaborate and partner with Visa’s Sales and Legal teams to provide support and direction regarding appropriate contract structures and terms. In addition, they will participate in the resolution of financial structure and contractual issues during negotiations with clients and provide financial leadership across a subset of our client deals, in support of Visa's revenue / business objectives alongside various business partners, including:

  • Structuring client / Visa negotiated commitments and associated pricing.
  • Supporting sales in negotiation and execution of deals.
  • Reviewing and approving contracts / client incentive agreements.
  • Ensuring Visa meets critical financial, contractual, and regulatory commitments.
  • Supporting deal strategy to meet Visa’s long term goals.
  • Drive on the most complex and strategic deals – Own the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules).

Advance Visa’s multi-year growth aspirations as a Strategic Deal Partner:

  • Provide senior management with critical input to make tough deal decisions.
  • Provide expertise / thought leadership to team and stakeholders on deal best practices, including education and training on deal structuring, deal strategy, deal metrics.
  • Collaborate with stakeholders / cross functional teams to support Visa's strategic imperatives, including develop deal strategies and campaigns to continue to grow and protect brand placement and supporting Commercial Money Movement and Value Added Service initiatives.
  • Develop talent – Drive team engagement and development through coaching, continuous feedback, identifying growth opportunities Enable and empower team to drive and perform independently across deals and projects Champion inclusion and diversity.
Qualifications

Basic Qualifications:

  • 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced degree (e.g. Masters MBA JD MD)

Preferred Qualifications:

  • 12 or more years of experience with a Bachelor’s Degree or 8 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD)
  • Financial transaction analysis, contract or pricing negotiation experience preferred, familiarity with Payments is a plus
  • Analytical / Problem Solving Skills: Demonstrated analytical and problem solving skills. Strong data research and manipulation skills. Experience in investment, valuation, or transactional analysis. Ability to be objective in analysis.
  • Communication: Strong communication skills: written, verbal, and formal presentation. Able to adjust communication style and messaging for different audience. Ability to articulate and explain financial constructs to a non-financial audience.
  • Collaboration: Strong collaboration skills: work well as part of a cross-functional team and able to influence both internal and external stakeholders. Ability to find and articulate win-win solutions in contract negotiations. Balances needs of the business with individual deal needs.
  • Project Management: Strong organizational and time management skills. Ability to translate data effectively into actionable information to drive results. Proficient in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe PDF.
  • Leadership: Demonstrates strong sense of urgency to solving problems and getting deal done. Anticipate business and deal needs including the root cause of business challenges. Succinctly frames alternatives and next steps.
  • Creativity: Able to work in and bring structure to ambiguous environments. Comfort in delivering multi-dimensional solutions that support decision-making processes.


Additional Information

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa welcomes and encourages applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

This advertiser has chosen not to accept applicants from your region.

Director, Financial Analysis - US Deals

M3C Toronto, Ontario Visa Inc.

Posted 1 day ago

Job Viewed

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Job Description

The US Deal team is a function in Finance responsible for providing financial analysis and deal pricing expertise to compete for client brand decisions. The team is responsible for providing deal support for Visa's largest book of business globally. This includes end-to-end deal execution in collaboration with various stakeholders and cross functional teams. The team is critical to delivering against Visa's revenue and business objectives and highly visible to executive leadership.

This role is responsible for the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules). The Director will collaborate and partner with Visa's Sales and Legal teams to provide support and direction regarding appropriate contract structures and terms. In addition, they will participate in the resolution of financial structure and contractual issues during negotiations with clients and provide financial leadership across a subset of our client deals, in support of Visa's revenue / business objectives alongside various business partners, including:

  • Structuring client / Visa negotiated commitments and associated pricing.
  • Supporting sales in negotiation and execution of deals.
  • Reviewing and approving contracts / client incentive agreements.
  • Ensuring Visa meets critical financial, contractual, and regulatory commitments.
  • Supporting deal strategy to meet Visa's long term goals.
  • Drive on the most complex and strategic deals - Own the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules).

Advance Visa's multi-year growth aspirations as a Strategic Deal Partner:

  • Provide senior management with critical input to make tough deal decisions.
  • Provide expertise / thought leadership to team and stakeholders on deal best practices, including education and training on deal structuring, deal strategy, deal metrics.
  • Collaborate with stakeholders / cross functional teams to support Visa's strategic imperatives, including develop deal strategies and campaigns to continue to grow and protect brand placement and supporting Commercial Money Movement and Value Added Service initiatives.
  • Develop talent - Drive team engagement and development through coaching, continuous feedback, identifying growth opportunities Enable and empower team to drive and perform independently across deals and projects Champion inclusion and diversity.

Basic Qualifications:

  • 10 or more years of work experience with a Bachelor's Degree or at least 8 years of work experience with an Advanced degree (e.g. Masters MBA JD MD)

Preferred Qualifications:

  • 12 or more years of experience with a Bachelor's Degree or 8 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD)
  • Financial transaction analysis, contract or pricing negotiation experience preferred, familiarity with Payments is a plus
  • Analytical / Problem Solving Skills: Demonstrated analytical and problem solving skills. Strong data research and manipulation skills. Experience in investment, valuation, or transactional analysis. Ability to be objective in analysis.
  • Communication: Strong communication skills: written, verbal, and formal presentation. Able to adjust communication style and messaging for different audience. Ability to articulate and explain financial constructs to a non-financial audience.
  • Collaboration: Strong collaboration skills: work well as part of a cross-functional team and able to influence both internal and external stakeholders. Ability to find and articulate win-win solutions in contract negotiations. Balances needs of the business with individual deal needs.
  • Project Management: Strong organizational and time management skills. Ability to translate data effectively into actionable information to drive results. Proficient in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe PDF.
  • Leadership: Demonstrates strong sense of urgency to solving problems and getting deal done. Anticipate business and deal needs including the root cause of business challenges. Succinctly frames alternatives and next steps.
  • Creativity: Able to work in and bring structure to ambiguous environments. Comfort in delivering multi-dimensional solutions that support decision-making processes.

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa welcomes and encourages applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

This advertiser has chosen not to accept applicants from your region.

Director, Financial Analysis & Modeling, Private Equity & Credit

M3C Toronto, Ontario Henon Financial Technologies Inc.

Posted 1 day ago

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About Henon

We are building a relationship first, tech enabled financial services company founded to help make private market data more agile, efficient, and clever.

Job Description

The successful candidate will possess 5 to 10 years of experience and will be involved in all stages of client interactions including solution design, model building and client advisory. You will help the business development team close business and oversee relationships with new and existing clients through our high touch relationship practices.

What you will do

Be the link between the customer stakeholders and the product team

Lead the onboarding process for designated accounts

Lead solution presentations/demos

Document and prioritize business requirements

Decompose financial models to replicate and automate workflows using our platform

Develop solution design and architecture documentation

Help customers derive value by being a product expert and problem solver

Contribute to improving our processes and product, such as by transmitting customer feedback, suggesting efficiency improvements

Expert Services Director Qualifications
  • CFA Required (CAIA, CBV, FRM and similar investment designations will be considered, CPA is not applicable for this role)
  • Previous working experience in Consulting, M&A or Corporate Finance required
  • Strong understanding of financial models, experience working with algorithms and relational data
  • Disciplined approach to time management and deadlines
  • Outstanding communication and presentation skills

$100,000 - $139,000 a year Base salary + Options grant in addition to the base salary to commensurate with experience.

What we offer

Competitive compensation package

Stock options to ensure you have a stake in Henon's growth

Remote first work environment

Offsites each year quarter hosted in various cities we operate in (Toronto, Montreal, Chicago, New York)

High performing peers who want you to succeed

How we work

Teamwork makes the dreamwork: We can only win as a team. We are all founders and do the right thing for our peers, Henon's customers & partners

Humble, yet confident: We are generous with our feedback, open to change our views and we approach it with empathy knowing everyone is trying to do the best for Henon.io

Improve 1% each day: We aim to become the best at what we do by delivering with rigor and ambition every day.

Turn zeros into ones: We are biased towards action. Every action leads to learning and these learnings get us one step closer to our mission

Prioritize - Perfection is the enemy of progress: Use time to its maximum and focus on the tasks and deliverables that really move the needle.

We're building a fair and inclusive work environment that is representative of the diverse industry we have the pleasure of serving. We encourage candidates from all backgrounds to apply.

Follow us on linkedin at

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Associate

Toronto, Ontario IG Wealth Management

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Job Description

Job Description

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Position:

As an Associate, you will partner with a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients.

This is a challenging role that is perfect for someone who is passionate about the financial planning and excited to not start over but have your favorite clients while helping the practice grow. This individual will have the opportunity to grow as a member of a team for many years to come and potentially take on greater responsibilities over time including leading others and managing top client relationships.

Your responsibilities will include, but not be limited to:

  • Leveraging existing client base and developing Centres of Influence to uncover HNW referral opportunities
  • Designing and implementing business development strategies to grow current client base
  • Finding more opportunities to serve current clients
  • Gathering data from clients to prepare plan/proposals
  • Jointly meeting with clients alongside the Senior Financial Consultant
  • Building relationships with clients either independently or along with the Senior Financial Consultant
  • Generating new business opportunities through relationships with current clients and Centers of Influence

To qualify for this opportunity, you should possess:

  • A Mutual Fund or Securities (RR) license and LLQP certification (or willing to obtain)
  • Minimum 3 years of industry experience
  • Excellent written and verbal communication skills
  • Strong computer skills in MS Office Suite (Outlook, Word, Excel, Power Point);
  • Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face

You should also have the following attributes:

  • The ability to connect with, motivate and influence others
  • Self-confident but highly coachable with a high level of integrity
  • Demonstrated track record of helping clients achieve positive outcomes, and attracting referrals, introductions, and new business
  • Desire to work in a successful and dynamic practice where each team member may wear more than one hat
  • Desire to learn and be mentored by others

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

This advertiser has chosen not to accept applicants from your region.

Associate

Toronto, Ontario CI Financial Corp.

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Job Description

Job Description

Description

CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.

As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.


Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.

At CI Private Wealth, we create a legacy of trust. The result is long-term confidence and peace of mind.


The Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Duties will include completing client transactions, preparing new

This advertiser has chosen not to accept applicants from your region.

Associate

Toronto, Ontario Revenue Management Labs

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Job Viewed

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Job Description

Job Description

Job Description

Salary: $70,000 + 30% Bonus

The Opportunity

As an
Associate, youll be a key contributor across all stages of client engagementsfrom discovery and diagnostics to solution development and implementation. You'll apply your analytical fluency, structured problem-solving, and business judgment to help clients solve their toughest pricing challenges.


What You'll Do

  • Conduct Core Analysis:
    Structure, clean, and analyze large and complex data sets (pricing, transactional, customer) to uncover insights and inform strategic decisions
  • Build Models that Drive Decisions:
    Design and develop analytical frameworks (e.g., elasticity models, segmentation, price waterfalls, scenario planning) to support pricing recommendations and business cases
  • Drive Strategic Execution:
    Work side-by-side with your peers to deliver end-to-end pricing strategies and operational improvements
  • Communicate Like a Pro:
    Synthesize insights into compelling, executive-ready deliverablesdecks, models, and narratives that influence action


Who You Are

  • Can-do Attitude:
    Youre intellectually curious, thrive in a team-first environment, and seek out continuous learning
  • Analytical:
    Strong foundation in data modeling, Excel, and visualization (PowerPoint, Tableau, Power BI) SQL or Python is a plus
  • Structured Problem Solver:
    Ability to cut through ambiguity, break down complex problems, and develop clear, actionable solutions
  • Communicator & Influencer:
    Can engage clients with confidence, and explain technical concepts in a clear, concise way
  • Detail-Oriented & Dependable:
    Produces high-quality work consistently, with minimal oversight


What We Offer

  • High-Growth Environment:
    Fast-track your consulting career in a flat, entrepreneurial structure with direct exposure to senior leadership and Fortune 500 clients
  • Real Impact:
    Your work wont sit on a shelf youll see your ideas drive measurable results
  • Mentorship & Development:
    Hands-on coaching from seasoned pricing experts and former Tier-1 consultants regular performance feedback and skill-building opportunities
  • Competitive Compensation:
    Salary, bonus, and benefits benchmarked against top consultancies


About Us

Revenue Management Labs (RML) is a specialized management consultancy at the forefront of
Pricing and Revenue Optimization. We partner with global and mid-market clients to design and execute high-impact pricing strategies that accelerate profitability and growth. From strategic price architecture and monetization models to executional pricing levers and commercial enablement, we bridge the gap between insight and action.


Unlike traditional consultancies, we blend rigorous analytics with commercial practicalitydelivering results, not reports. Our clients span industries like software, business services, manufacturing, consumer goods, and private equity portfolio companies.


Our Values:

  • We develop each other to be exceptional
  • We deliver bold client-centric solutions
  • We challenge ourselves to explore
  • We care about the impact we have on people


RML is an equal opportunity employer. We believe diverse teams create better solutions and are committed to fostering an inclusive workplace.

This advertiser has chosen not to accept applicants from your region.

Associate

Toronto, Ontario Revenue Management Labs

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Salary: $70,000 + 30% Bonus

The Opportunity

As an
Associate, youll be a key contributor across all stages of client engagementsfrom discovery and diagnostics to solution development and implementation. You'll apply your analytical fluency, structured problem-solving, and business judgment to help clients solve their toughest pricing challenges.


What You'll Do

  • Conduct Core Analysis:
    Structure, clean, and analyze large and complex data sets (pricing, transactional, customer) to uncover insights and inform strategic decisions
  • Build Models that Drive Decisions:
    Design and develop analytical frameworks (e.g., elasticity models, segmentation, price waterfalls, scenario planning) to support pricing recommendations and business cases
  • Drive Strategic Execution:
    Work side-by-side with your peers to deliver end-to-end pricing strategies and operational improvements
  • Communicate Like a Pro:
    Synthesize insights into compelling, executive-ready deliverablesdecks, models, and narratives that influence action


Who You Are

  • Can-do Attitude:
    Youre intellectually curious, thrive in a team-first environment, and seek out continuous learning
  • Analytical:
    Strong foundation in data modeling, Excel, and visualization (PowerPoint, Tableau, Power BI) SQL or Python is a plus
  • Structured Problem Solver:
    Ability to cut through ambiguity, break down complex problems, and develop clear, actionable solutions
  • Communicator & Influencer:
    Can engage clients with confidence, and explain technical concepts in a clear, concise way
  • Detail-Oriented & Dependable:
    Produces high-quality work consistently, with minimal oversight


What We Offer

  • High-Growth Environment:
    Fast-track your consulting career in a flat, entrepreneurial structure with direct exposure to senior leadership and Fortune 500 clients
  • Real Impact:
    Your work wont sit on a shelf youll see your ideas drive measurable results
  • Mentorship & Development:
    Hands-on coaching from seasoned pricing experts and former Tier-1 consultants regular performance feedback and skill-building opportunities
  • Competitive Compensation:
    Salary, bonus, and benefits benchmarked against top consultancies


About Us

Revenue Management Labs (RML) is a specialized management consultancy at the forefront of
Pricing and Revenue Optimization. We partner with global and mid-market clients to design and execute high-impact pricing strategies that accelerate profitability and growth. From strategic price architecture and monetization models to executional pricing levers and commercial enablement, we bridge the gap between insight and action.


Unlike traditional consultancies, we blend rigorous analytics with commercial practicalitydelivering results, not reports. Our clients span industries like software, business services, manufacturing, consumer goods, and private equity portfolio companies.


Our Values:

  • We develop each other to be exceptional
  • We deliver bold client-centric solutions
  • We challenge ourselves to explore
  • We care about the impact we have on people


RML is an equal opportunity employer. We believe diverse teams create better solutions and are committed to fostering an inclusive workplace.

This advertiser has chosen not to accept applicants from your region.
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