Baker Tilly

Associate/Senior Associate, Transaction Services

Baker Tilly$80K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Designated CPA with 1-3 years' experience in transaction services.
  • Desire to pursue additional finance designation such as CBV or CFA.
  • Strong computer skills, particularly in Excel modeling and data visualization tools.
  • Exceptional interpersonal and communication skills for effective teamwork and client relations.
  • Deep understanding of financial statements and analytical skills for thorough evaluation.
  • Proven ability in financial modeling and quantitative analysis.
  • Demonstrated client service orientation and commitment to high-quality work.

Responsibilities

  • Participate in due diligence for acquisitions or divestments.
  • Analyze client businesses' financial drivers like EBITDA and forecasts.
  • Identify GAAP issues relevant to transactions.
  • Prepare quality of earnings reports for client protection.
  • Assist Directors and Partners in client relationship management.
  • Collaborate with financial and legal advisors to ensure successful deal closures.
  • Coordinate data rooms and assess related transactional documents.

Benefits

  • Comprehensive benefits program including health and wellness support.
  • Opportunities for professional development and finance designation sponsorship.
  • Access to a collaborative and supportive work environment.
  • Engagement in a variety of transaction types and industries.
Full Job Description
Are you looking for an opportunity to take your CPA designation to another level?

Are you interested in working with business owners and executives on M&A transactions?

Our team at Baker Tilly Canada Capital ("BTCC") is looking for an Associate/Senior Associate (title dependent on prior work experience) to play a key role in our growing national Transaction Services ("TS") team.

What can you expect?
  • Participate in due diligence engagements related to acquisitions or divestments for private equity investor groups or financial or strategic investors;
  • Quickly understand the client business and its drivers, including analysis of EBITDA, working capital, capex, forecasts and underlying assumptions;
  • Identify and quantify GAAP issues as they relate to the transaction;
  • Produce quality of earnings reports to help our clients avoid acquiring the wrong business and avoid overpaying for the right business;
  • Support Directors and Partners in their relationship management, including with current and prospective clients;
  • Work alongside financial, legal and other transaction advisors to close deals and build long-term relationships;
  • Coordination of data rooms, and analysis of letters of intent and share purchase agreements;
  • Identify issues for purchase price changes, deal structuring or post-acquisition issues.
  • Conduct market and industry research, benchmarking analysis and data compilation projects to provide relevant information.


Qualifications:
  • Designated CPA with 1-3 years' experience;
  • Interest to attain a finance designation (i.e., CBV or CFA);
  • Attention to detail and strong computer skills (e.g., Excel modeling, Pitchbook, Capital IQ or PowerPoint);
  • 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;
  • Review your work and that of others for quality, accuracy and relevance to the deal.
  • Clear interest in transactions, corporate finance or corporate development;
  • Previous experience in Corporate Finance and/or investment banking considered a strong asset.


Location: Vancouver, BC - on-site

Salary range: $80,000 - $100,000 per annum.

Please note that the range detailed above reflects the base pay only and does not include our bonus program and benefits that we offer.

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