Senior Associate, Mergers & Acquisitions
Top Benefits
About the role
A place to grow with purpose, make a real impact, and thrive together.
We are looking for a Senior Associate, Mergers & Acquisitions to join our 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 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.
Your role
Our team at Baker Tilly Canada Capital (“BTCC”) is looking for a Senior Associate, Mergers & Acquisitions to play a key role on our growing national Transaction Services (“TS”) Mergers & Acquisitions (M&A) team. As part of this role, the new Senior Associate will assist clients throughout the entire 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
What You Bring
- 3-5 years M&A experience in the lower mid-market
- CPA Designation is an asset but not required
- Attention to detail and strong computer skills (e.g., Excel modeling, PowerPoint, Pitchbook, QuickBooks)
- 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)
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
- Matching RRSP plan
Family & Flexibility
- Parental leave top-up program to support growing families
- Generous vacation
- Personal days
Health & Wellness
- Health and wellness spending account
- Convenient access to virtual healthcare, including online physician consultations when you need it
Work Environment & Perks
- A collaborative, open-door culture with direct access to leadership
- Fully stocked kitchen with snacks, coffee and seasonal treats
- Smart casual dress code (client/day specific)
- Regular team events and social activities throughout the year
Everyday Support
- Monthly transit or parking reimbursement
- Monthly reimbursement for your smart phone fees
- Overtime meal & and parking reimbursements
Additional Incentives
-
Client referral, employee referral
-
Vehicle purchase incentives
Where you’ll work: Toronto, ON
Job type: Permanent, Full-time
Your schedule: Monday to Friday
Salary range: $100,000 - $120,000 per annum.
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.
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.
Not the right fit? Search for Associate, Mergers & Acquisitions jobs in Toronto, ON
About Baker Tilly Canada
With member firms from coast to coast, the Baker Tilly Canada Cooperative is one of the country’s largest associations of chartered professional accounting firms. As an all-Canadian network, we have a longstanding reputation for value-added audit, tax and advisory solutions, due to the depth and breadth of our in-house skills, customized offerings and service excellence. Through our strong network infrastructure, shared expertise, resources and offices across the country, our independent member firms provide clients ranging in size from large, publicly traded companies to owner-managed and emerging businesses with a full complement of professional services across every major industry sector.
Globally connected We are proud to be an independent member of Baker Tilly International, a network which extends across 141 territories, with 43,000 people working out of more than 658 offices. Our membership gives us significant global reach in addition to our national presence.
At Baker Tilly International, we believe in the power of great relationships, great conversations and great futures. They represent what we stand for and what we are working together to achieve. Find out more at www.bakertilly.global.
Similar Jobs
Senior Associate, Mergers & Acquisitions
Top Benefits
About the role
A place to grow with purpose, make a real impact, and thrive together.
We are looking for a Senior Associate, Mergers & Acquisitions to join our 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 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.
Your role
Our team at Baker Tilly Canada Capital (“BTCC”) is looking for a Senior Associate, Mergers & Acquisitions to play a key role on our growing national Transaction Services (“TS”) Mergers & Acquisitions (M&A) team. As part of this role, the new Senior Associate will assist clients throughout the entire 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
What You Bring
- 3-5 years M&A experience in the lower mid-market
- CPA Designation is an asset but not required
- Attention to detail and strong computer skills (e.g., Excel modeling, PowerPoint, Pitchbook, QuickBooks)
- 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)
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
- Matching RRSP plan
Family & Flexibility
- Parental leave top-up program to support growing families
- Generous vacation
- Personal days
Health & Wellness
- Health and wellness spending account
- Convenient access to virtual healthcare, including online physician consultations when you need it
Work Environment & Perks
- A collaborative, open-door culture with direct access to leadership
- Fully stocked kitchen with snacks, coffee and seasonal treats
- Smart casual dress code (client/day specific)
- Regular team events and social activities throughout the year
Everyday Support
- Monthly transit or parking reimbursement
- Monthly reimbursement for your smart phone fees
- Overtime meal & and parking reimbursements
Additional Incentives
-
Client referral, employee referral
-
Vehicle purchase incentives
Where you’ll work: Toronto, ON
Job type: Permanent, Full-time
Your schedule: Monday to Friday
Salary range: $100,000 - $120,000 per annum.
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.
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.
Not the right fit? Search for Associate, Mergers & Acquisitions jobs in Toronto, ON
About Baker Tilly Canada
With member firms from coast to coast, the Baker Tilly Canada Cooperative is one of the country’s largest associations of chartered professional accounting firms. As an all-Canadian network, we have a longstanding reputation for value-added audit, tax and advisory solutions, due to the depth and breadth of our in-house skills, customized offerings and service excellence. Through our strong network infrastructure, shared expertise, resources and offices across the country, our independent member firms provide clients ranging in size from large, publicly traded companies to owner-managed and emerging businesses with a full complement of professional services across every major industry sector.
Globally connected We are proud to be an independent member of Baker Tilly International, a network which extends across 141 territories, with 43,000 people working out of more than 658 offices. Our membership gives us significant global reach in addition to our national presence.
At Baker Tilly International, we believe in the power of great relationships, great conversations and great futures. They represent what we stand for and what we are working together to achieve. Find out more at www.bakertilly.global.