Associate​/Senior Associate, Mergers & Acquisitions

Be part of something bigger. Build with us today — Now, for tomorrow. At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one - because the steps you take today define your tomorrow. Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships.

From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.

Our team at Baker Tilly Canada Capital ("BTCC") is looking for an Associate or Senior Associate, Mergers & Acquisitions to play a key role on our growing national Transaction Services ("TS") and Mergers & Acquisitions (M&A) teams. As part of the new role, you will assist clients throughout the transaction process including:

• Developing an understanding of a client's business, including its revenue and expense drivers
• Performing financial analysis, reviewing adjusting entries, identifying normalizations, gathering and organizing information, and articulating key points to clients and potential acquirers
• Preparing transaction marketing documents, including confidential information memorandums to investors and presentations to clients
• Undertake bringing clients to market, coordination of data rooms, and analysis of letters of intent and share purchase agreements
• Conducting financial and industry due diligence
• Assisting in the preparation of quality of earnings reports for buy-side investors
• Developing pitch presentations on actionable M&A opportunities with prospective clients inside and outside the Baker Tilly network of 50+ offices across Canada

• Undergraduate degree in Business, Finance, Accounting or another similar program
• Associate: 2–4 years of work experience in a related field (e.g., Accounting, audit, tax, financial analysis, consulting, etc.)
• Senior Associate: 4+ years of relevant work experience (e.g., Investment banking, M&A, financing, corporate development, etc.)
• CPA Designation is an asset but not required
• Attention to detail and strong computer skills (e.g., Excel modeling, PowerPoint, Pitchbook, Quick Books)
• Excellent interpersonal relationship and communication skills and demonstrated ability to work effectively with teammates
• Comprehensive understanding of financial statements including the flow between the income statement and balance sheet, with exceptional analytical perception
• Demonstrated experience in financial modeling and analysis
• Client service-oriented approach
• Superior verbal and written communication skills
• Clear interest in corporate finance, investment banking or corporate development
• Previous experience in Corporate Finance and/or investment banking considered a strong asset
• Interest to attain a finance designation (i.e., CBV, CFA)

• Clear career progression and advancement opportunities
• Ongoing professional development, including paid courses, certification and membership dues

• Competitive total compensation package including extended health care, dental and group life benefits
• Annual bonus program

• Flexibility with Planned Vacation

• Fitness Reimbursement

• A collaborative, open-door culture with direct access to leadership
• Fully stocked kitchen with snacks, coffee and seasonal treats
• Smart Professional dress code (with option for smart Casual depending on client/day specific events)
• Client travel and opportunity to participate in national and global conferences.
• Regular team events and social activities throughout the year

• Monthly reimbursement for your smart phone fees
• Overtime meal & and parking reimbursements at client locations

Toronto, ON

Permanent, Full-time

Monday to Friday

Total rewards: $85,000.00 - $ per annum.

BTCC leads the corporate finance practice at Baker Tilly Canada, a midsized, national accounting and advisory network of 50+ offices across Canada. We foster a meaningful career and the opportunity to influence tomorrow for your…