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About the Role
Baker Tilly Canada Cooperative is seeking a Senior Director to join their Transaction Services team. This role involves leading professional Transaction Services to clients, setting and implementing strategic goals, and driving the growth of the practice through business development and client relationship management.
Responsibilities
- 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.
Requirements
- 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
Skills
- Financial due diligence
- Quality of Earnings
- Working capital analysis
- Valuation support
- Transaction-related financial analysis
- Business development
- Client relationship management
- Practice growth
- Financial modeling
- Problem-solving
- Team development
- Project management
Location
- Canada
Work Type
- Hybrid
- Full-time
Experience Level
- Senior Director
- 7+ years
Education Level
- CPA
- CBV
- CFA
- MBA
- Comparable finance or accounting designation
Benefits
- Extended health care
- Dental benefits
- Group life benefits
- Annual bonus program
- Planned Vacation
- Fitness Reimbursement
- Monthly reimbursement for smart phone fees
- Overtime meal reimbursement
- Parking reimbursement
About the Company
- Baker Tilly Canada Cooperative (BTCC) combines experience and professional advice to create value for clients throughout the transaction process.
- 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 clients, your profession, and your community.
- Our professionals are encouraged to Be True to their values and ambitions, alongside our shared commitment to building great relationships, great conversations, and great futures.
- Baker Tilly (Canada) Capital is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited.
Equal Opportunity
- Baker Tilly is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors.
- Baker Tilly is dedicated to fostering, supporting and celebrating a diverse workplace.
- Accommodation is available to all applicants upon request throughout our recruitment and selection process.
- Please contact us if you require accommodation.
- We will work with all applicants to accommodate their accessibility needs.