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Leo Berwick

Director, FDD

Posted 2 Days Ago
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In-Office
San Francisco, CA, USA
190K-400K Annually
Senior level
In-Office
San Francisco, CA, USA
190K-400K Annually
Senior level
Lead financial due diligence engagements for acquisitions and divestitures across energy, infrastructure, and renewables. Analyze business plans and historical financials, identify risks and value opportunities, align findings with valuations, and deliver client reports and presentations. The role includes managing project lifecycles, overseeing client deliverables, mentoring junior team members, and leading complex engagements in a remote environment with occasional travel across Canada and the United States.
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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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