Senior Director - Transaction Services
- Toronto, ON, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Experience
- 7+ years of experience in Transaction Services, Deal Advisory, Corporate Finance, or related financial advisory roles.
- Posting language
- English
- Posted
Original job description
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.
Our team at Baker Tilly Canada Capital (“BTCC”) is looking for Senior Director to play a key role in our growing national Transaction Services (“TS”) team. As part of this role, the new Director will lead professional Transaction Services to our clients and work along with the senior leadership team to set and implement strategic goals for BTCC.
Your role:
Career & Growth Opportunities
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.
If you are selected for an interview, we will contact you directly via email. All virtual interviews will be conducted exclusively on Microsoft Teams. We will never request additional personal information such as bank details or other sensitive data.
Note: 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.
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. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.
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.
Our team at Baker Tilly Canada Capital (“BTCC”) is looking for Senior Director to play a key role in our growing national Transaction Services (“TS”) team. As part of this role, the new Director will lead professional Transaction Services to our clients and work along with the senior leadership team to set and implement strategic goals for BTCC.
Your role:
- 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
Career & Growth Opportunities
- 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
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.
If you are selected for an interview, we will contact you directly via email. All virtual interviews will be conducted exclusively on Microsoft Teams. We will never request additional personal information such as bank details or other sensitive data.
Note: 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.
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. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.
More about this job
Responsibilities
Lead buy-side and sell-side transaction advisory engagements, including financial due diligence, quality of earnings, working capital, valuation, and transaction analysis. Drive practice growth and client development, manage engagement teams and key relationships, and mentor staff while collaborating across the firm's service lines.
Requirements
Candidates need at least seven years of experience in Transaction Services, Deal Advisory, Corporate Finance, or a related financial advisory role, along with a CPA, CBV, CFA, MBA, or comparable finance or accounting designation. They should bring strong transaction analysis and financial modeling expertise, proven engagement leadership and business development results, and excellent communication, project management, and problem-solving skills.
Skills
- Financial Due Diligence
- Quality of Earnings Analysis
- Working Capital Assessment
- Cash Flow Analysis
- Valuation Support
- Financial Modeling
- Transaction Advisory
- Business Development
- Project Management
- Team Leadership
- Team Development and Mentoring
- Financial Analysis
- Report Writing
- Presentation Skills
- Strategic Planning
Benefits
- Extended Health Care
- Dental Benefits
- Group Life Benefits
- Annual Bonus Program
- Certification and Membership Dues
- Fitness Reimbursement
- Smartphone Fee Reimbursement
- Overtime Meal Reimbursement
- Parking Reimbursement
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
- Sales
- Consulting
Keywords
- Transaction Services
- Deal Advisory
- Corporate Finance
- Financial Due Diligence
- Quality of Earnings
- Working Capital
- Cash Flow Analysis
- Valuation
- Mergers and Acquisitions
- Divestitures
- Recapitalizations
- Financing Transactions
- Transaction Advisory
- Financial Modeling
- Business Development
- Engagement Management
- Strategic Planning
- Proposal Preparation
- Team Leadership
- Mentoring
- CPA
- CBV
- CFA
- MBA
- Audit
- Tax
- Advisory
- Corporate Finance Practice
- Industry Regulations and Compliance