Senior Business Advisor

Description:

As a Senior Business Advisor, you lead and deliver high-value advisory engagements that help entrepreneurs strengthen financial performance, improve decision-making, and build enterprise value.

This role combines a primary focus on Financial Management (approximately 70%) with a complementary focus on Business Transition and Strategy (approximately 30%). You provide practical, actionable advice that supports growth, ownership transitions, integration initiatives, and strategic change within SME environments.

CHALLENGES TO BE MET

Financial management (primary focus | approximately 70%)
 

• Deliver financial management advisory engagements for small and medium-sized enterprises (SMEs).
• Assess financial performance, management practices, and financial processes to identify improvement opportunities.
• Develop and implement:
  • Financial plans
  • Financial forecasts
  • Cash flow models
  • Scenario analyses
  • Key performance indicators (KPIs)
  • Dashboards
  • Costing models and analyses
  • Management reporting tools
• Improve client capabilities in:
  • Budgeting
  • Forecasting
  • Working capital management
  • Profitability analysis
  • Cost management
  • Financial controls
  • Financial decision-making
• Translate financial analysis into operational and strategic recommendations for business owners and leadership teams.
• Advise clients on:
  • Business performance
  • Investment decisions
  • Financing requirements
  • Financial and business risks
  • Value creation opportunities
• Contribute to the development and continuous improvement of financial management methodologies, advisory tools, and service offerings.
• Apply digital tools and artificial intelligence solutions to support analysis, modelling, forecasting, and decision-making.

Business transition & strategy (complementary focus | approximately 30%)
 

• Advise entrepreneurs on business transition initiatives, including:
  • Ownership transfers
  • Succession planning
  • Sale preparation
  • Mergers and acquisitions (M&A)
  • Post-transaction integration
• Assess:
  • Financial readiness
  • Enterprise value drivers
  • Strategic and financial risks
• Develop transition and succession roadmaps to support continuity, value preservation, and stakeholder alignment.
• Support strategic planning engagements through:
  • Strategic analysis
  • Evaluation of strategic options
  • Development of implementation plans
• Design and implement strategy execution frameworks incorporating:
  • Objectives
  • Performance indicators
  • Governance mechanisms
  • Accountability structures
  • Follow-up processes
• Use digital and AI-enabled tools to support scenario planning, business analysis, and operational effectiveness.

Engagement delivery, collaboration & business development
 

• Manage advisory engagements including scope, budget, timelines, risks, client expectations, and deliverable quality.
• Oversee and review work completed by external delivery partners when required.
• Conduct client diagnostics and contribute to the development of customized advisory proposals.
• Support business development activities and the sale of advisory mandates.
• Collaborate with Client Partners and Business Advisors to deliver integrated solutions and share technical expertise.
• Develop and present thought leadership content, knowledge-sharing materials, and practice-related insights.
• Participate in special projects that support the growth and evolution of BDC Advisory Services.
   

WHAT WE ARE LOOKING FOR

Language
 

• Perfect bilingualism in French and English, due to the responsibilities of the position
   

Education
 

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
   

Professional Experience
 

• Approximately 10 years of progressive experience in one or more of the following areas:
  • Financial leadership
  • Financial management
  • Financial advisory services
• Experience advising business owners, entrepreneurs, executive leaders, or management teams on:
  • Financial planning
  • Financial modelling
  • Financial performance management
  • Cost management Process improvement
• Experience developing and implementing:
  • Financial forecasts
  • Cash flow models
  • Budgets
  • Management reporting tools
  • Performance measurement frameworks
• Experience managing client-facing advisory or consulting engagements.
• Practical experience supporting one or more of the following:
  • Business transition
  • Succession planning
  • Mergers and acquisitions (M&A)
  • Post-merger integration
  • Strategic planning
  • Strategy execution