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Senior Director - Transaction Services
Job Description & How to Apply Below
Be part of something bigger. Build with us today — Now, for tomorrow.
Baker Tilly Canada Capital ("BTCC") creates value for clients that seek a merger, acquisition, divestiture, or capital raise. Our team is growing and has successfully closed many deals in all industries across Canada. We value client service excellence and having FUN while supporting the career growth and the development of each other.
- Lead and manage buy-side and sell-side transaction advisory services, delivering high-quality due diligence, quality of earnings, valuation support, and transaction-related financial analysis.
- Participate in the planning and execution of the firm's long-term Transaction Services growth strategy and business development initiatives.
- Actively manage key relationships with existing and prospective clients, serving as a trusted advisor throughout the transaction lifecycle.
- Lead financial due diligence engagements, including coordinating with management teams, buyers, sellers, lenders, and other professional advisors.
- Review and oversee quality of earnings analyses, working capital assessments, cash flow analysis, and key transaction-related financial considerations.
- Provide valuation and transaction support for mergers, acquisitions, divestitures, recapitalizations, and financing transactions.
- Lead engagement teams, ensuring projects are executed efficiently, on time, and to the highest professional standards.
- Identify and develop market opportunities, build prospective client relationships, and lead proposal preparation for Transaction Services engagements.
- Develop and mentor team members, fostering technical excellence and a collaborative culture.
- Build community awareness of Baker Tilly's Transaction Services capabilities, brand, service offerings, and value-added expertise.
- Assist in the identification and implementation of strategic marketing and brand development initiatives.
- Lead and participate in networking events, industry conferences, seminars, and promotional activities to enhance market presence and generate business opportunities.
- Collaborate with Corporate Finance, Tax, Audit, and Advisory teams to deliver integrated client solutions.
- Other duties as assigned.
- 7+ years of experience in Transaction Services, Deal Advisory, Corporate Finance, or related financial advisory roles.
- CPA, CBV, CFA, MBA, or a comparable finance or accounting designation.
- Strong expertise in financial due diligence, Quality of Earnings, working capital, and transaction-related analysis.
- Proven ability to manage and execute complex transaction engagements from start to finish.
- Demonstrated success in business development, client relationship management, and practice growth.
- Exceptional communication, presentation, and report-writing skills.
- Strong leadership experience, including team development and project management.
- Advanced analytical, financial modeling, and problem-solving capabilities.
- Ability to manage multiple priorities in a fast-paced, client-focused environment.
- Proven track record of taking initiative.
- Knowledge of industry-specific regulations and compliance.
- Self-Starter looking to build
- 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…
Position Requirements
10+ Years
work experience
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