VALUATION ANALYST, ADVISORY
Windsor, Ontario

Who We Are

Capital Assist (Valuation) Inc. (“CAV”) is a leading, independent business and transaction advisory practice
in Windsor, Ontario established to assist clients in a broad range of services, including business valuation,
litigation support, transaction advisory (mergers and acquisitions), management consulting and CFO
services.

We are the only boutique advisory firm in the region (you don’t need to move to Toronto to get involved
in this specialty type of work!). We serve clients all across Canada in a range of size and industries including
private companies, publicly traded companies, governments, institutions and their professional advisors.

We are building a thriving organization and aim at creating a lasting legacy in the communities that we
serve. We have a diverse team that is energized and supports each other. Team members hold a variety of
professional designations, including CPAs, CBVs, CFAs, MBAs, and other qualifications. As a speciality firm,
we offer a professional environment, and a great place to learn and advance your career. Everyone at CAV
is a part of the team and is actively involved in various aspects of the organization.

Capital Assist has experienced significant growth in recent years through organic expansion of the service
lines, and the addition of new team members, culminating in a recent expansion of our office. The high
quality of services provided to our clients, driven by our committed team, has allowed us to compete with
and outperform the largest recognized accounting and advisory firms. As we continue our growth
trajectory, we will continue to develop our team members into future leaders of the firm; come join us!

To learn more about our company, please visit our website, www.capitalassist.ca

The Opportunity

We are seeking one or more motivated and high-performing individuals to join our growing team in the
role of Valuation Analyst.

This position is ideal for individuals who are passionate about finance, accounting, and law and seek a career
in valuation and litigation support services, transaction advisory (mergers and acquisitions), and/or CFO
services. We offer an exciting change from traditional accounting positions and other rigid and limiting
corporate environments.

The Analyst will be reporting to the Senior staff and/or Manager and play an integral role within the team
by supporting and managing various aspects of the engagement. The Analyst will be responsible to support
the advisory practice in the following focus areas:

Business valuations;

Economic loss and damage quantification;

Forensic accounting and litigation support;

Mergers, acquisitions, divestitures and other transaction advisory; and,

CFO services and management advisory.

CAV offers its staff members the unique chance to experience other service lines of the firm to expand
their knowledge, including accounting and assurance services, and tax advisory.

Role, Key Responsibilities, and Day-to-Day Tasks

Within the advisory team, the responsibilities of the Analyst will include the following:

Assistance with the preparation of engagement proposals;

Record-keeping of the documents received, and tracking of information requests;

Perform qualitative and quantitative analysis on the information reviewed;





Perform financial analysis and buildout of models, including detailed analysis of historical and
projected financial results, cash flow forecasts and budgets;

Conduct market research, including but not limited to industry-specific information,
macroeconomic data, precedent transactions and public company valuation multiples;

Assistance in the preparation of reports for various mandates, including business valuation,
quantification of economic damages, and various strategic and financial analysis mandates;

Assist with the preparation of quality pitches, marketing materials, management presentations and
client presentations;

Assist with the daily activities of an acquisition, divestiture, merger or financing assignment (i.e.,
the due diligence process for buy and sell side engagements);

Assist with supporting clients with accounting services including preparation the year end records
and internal financial reporting (e.g., budgets and forecasts);

Regular communication with the team on the engagement status, and the progression of the
deliverables, and attendance and participation in client meetings; and,

Preparation of completion documents to “close-out” files in an efficient manner.

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Candidates Credentials

Interested candidates shall possess the following qualifications:

Candidates pursuing or recently graduated with a degree in accounting, finance, or related area of
study;

An interest in pursuing CPA, MBA, CBV and/or CFA designation will be viewed positively. We offer
an experience that lends to achieving the CPA designation, with a path that is unique to the
traditional accounting positions, as well as pertinent experience for the CBV and CFA designations;

Relevant work experience, providing an opportunity to develop attention to detail in a deadline
driven environment, research and analytical skills, and having worked well both autonomously and
in a team environment would be viewed positively; and,

Strong track record of personal growth.

Ideal Skills and Attributes of the Candidate

Interested candidates should possess the following attributes:

Ability to set priorities, manage competing demands, and possesses excellent self-discipline and
organizational skills;

Ability to understand and interpret financial statements and other accounting data;

Strong verbal and written communication and interpersonal skills, conscious of the qualified
environment;

Ability to assist in writing clear and concise reports, communications and other materials, and
ability to effectively present information in schedules;

Strong analytical skills, research capabilities. An entrepreneurial mindset would be considered an
asset;

Detail-oriented, highly organized with exceptional documentation and record keeping abilities;

Ability to work well both autonomously and collaborate in a team environment;

Positive attitude, strong work ethic, open to feedback and have a desire to be a team player in a
collaborative and fun team environment;

Demonstrates interest,



enthusiasm and ambition to professional growth through continuous
learning; and,

Proficiency in Word, Excel and PowerPoint.

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Why Choose Capital Assist

Capital Assist is a multi-disciplinary group of companies which leverages the unique skills and experience
of its team to deliver comprehensive, sound advice to its clients. The organization comprises of CAV,
focused on business valuation, litigation support and transaction advisory services, and Capital Assist
Professional Corporation (“CAPC”), an accounting, assurance and taxation advisory practice to help meet
all of the financial goals and objectives of its diverse client base.

At Capital Assist, you will have the opportunity to work with highly experienced partners and other senior
staff members who value mentorship and consider training to be an integral part of their role. You will be
exposed to diverse work opportunities and tailormade solutions to client issues; we often say that “no day
is the same”.

We care about our employees’ professional growth and development, as demonstrated by our
commitment to reimburse annual professional dues and costs to achieve professional designations such as
the CPA and CBV. We encourage staff to undertake opportunities for professional development to enhance
their experience, technical knowledge and professional skills.

Our team-oriented team supports your success and welcomes your ideas and ambitions; in fact, your
contribution will be appreciated from the very beginning. You can anticipate active engagement with clients
and their professional advisors from the outset. Further, we offer excellent career advancement and
progression opportunities.

At Capital Assist, the compensation package is designed to reward success. Details regarding compensation
will be based on the successful candidate’s knowledge, skills, and experience.

We are looking to add a colleague who will be committed and will grow with the firm and be part of our
legacy. If this is appealing to you, consider joining us!

Location and Working Conditions

We believe that it is beneficial for employees to attend the office in person to boost human connections,
collaboration and mentorship between team members as well as spur employee growth and professional
development. We provide optimal workspaces to maximize comfort and productivity, including but not
limited to standing desks.

The Analyst, as other team members, may need to work additional hours throughout the year, beyond the
standard hours, to assist the firm meeting its objectives and fulfilling client’s expectations, as required.

Our office is located at 2558 Dougall Avenue, Windsor, Ontario N8X 1T6. On-site parking is available.

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How to Apply

If you are interested in joining our advisory team and meet the requirements for the position, please
forward your resume, cover letter, and transcripts through our website and complete the form at
www.capitalassist.ca/careers/. Please note that multiple positions may be open, and we encourage to
review the various openings for the best fit.

Submit your resume to the attention of Ms. Sabrina Nazzani, Partner.

Resumes will be held in the strictest of confidence. While all resumes will be reviewed, only those
candidates selected for interviews will be contacted.

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📌 Valuation Analyst, Advisory [Posted Mar 23 2026] (Canada)
🏢 Capital Assist (Valuation)
📍 Canada