Senior Director - Transaction Services

A place to grow with purpose, make a real impact, and thrive together.

We are looking for a Senior Director to  join our Transaction Services team - bring your ambition and shape what comes next.

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 Canada Cooperative "BTCC" combines experience and professional advice to create value for clients throughout the transaction process, whether that is an exit from their business, a merger, an acquisition, a divestiture, recapitalization or raising new equity.  Our team is growing and has successfully closed 100’s of transactions in most industries across Canada. We value client service excellence and having FUN while supporting the career growth and the development of each other.

Our team is looking for a Senior Director  to play a key role on our growing national Transaction Services 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.

The role involves leading the growth of the Transaction Services practice through business development, relationship management, and market-facing initiatives. As a key client contact, the Director will oversee transaction advisory engagements, including financial due diligence and quality of earnings reviews, while driving practice development, mentoring team members, and strengthening Baker Tilly's presence in the marketplace in alignment with the firm's vision and strategic goals.

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.

A successful candidate will have:

- 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

What’s in it for you?

Career & Growth Opportunities

- Clear career progression and advancement opportunities

- Ongoing professional development, including paid courses, certification and membership dues

Compensation & Total Rewards

- Competitive total compensation package including extended health care, dental and group life benefits

- Annual bonus program

Flexibility

- Flexibility with Planned Vacation

Health & Wellness

- Fitness Reimbursement

Work Environment & Perks

- 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

Everyday Support

- Monthly reimbursement for your smart phone fees

- Overtime meal & and parking reimbursements at client locations

Why BTCC?

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.

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