Baker Tilly

Senior Director / Managing Partner, M&A

Baker Tilly$120K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of corporate finance experience with a strong deal-closing record.
  • Professional qualification such as CPA, MBA, CBV, or CFA required.
  • Excellent communication, presentation, and writing skills.
  • Proven leadership in driving business growth and meeting targets.
  • Demonstrated initiative in previous roles.
  • Experience in managing transactions and execution processes.
  • Strong project leadership capability from day one.
  • Knowledge of industry regulations and compliance standards.

Responsibilities

  • Identify and research market opportunities and prepare proposals.
  • Manage key relationships with existing and prospective clients.
  • Lead and manage sell-side engagements for client projects.
  • Participate in long-term strategic planning and business development.
  • Identify new M&A opportunities and partnerships aligned with company vision.
  • Enhance brand awareness and value in the business community.
  • Establish marketing processes that align with organizational objectives.
  • Execute promotional opportunities and events.

Benefits

  • Clear career progression and advancement opportunities.
  • Ongoing professional development support, including paid courses.
  • Comprehensive benefits package including health, dental, and life insurance.
  • Annual bonus program included in total compensation.
  • Flexible vacation planning.
  • Fitness reimbursement offered.
  • Collaborative work environment with direct access to leadership.
  • Fully stocked kitchen with snacks and seasonal treats.
  • Smart professional dress code with casual options for events.
  • Opportunities for client travel and participation in national conferences.
  • Regular team events and social activities throughout the year.
  • Monthly reimbursement for smartphone fees and parking at client locations.
Full Job Description
We are looking for a Senior Director / Managing Partner to join our Transaction Advisory and Mergers & Acquisitions team - bring your ambition and shape what comes next.

Our team is looking for a Senior Director/Managing Director to play a key role on our growing national Transaction Advisory and M&A team. As part of this role, the new Director will lead professional mergers & acquisition services to our clients and work along with the senior leadership team to set and implement strategic goals for BTCC.

The role includes identifying revenue-generating opportunities, managing key client relationships, implementing brand strategy, assisting in development and implementation of sales process, and acting as client lead on marketing, sales strategy, client engagements in line with Baker Tilly's overarching mission and vision.

Your role:
  • Identify and research market opportunities, lead generation, and proposal preparation.
  • Actively manage key relationships with existing and prospective clients.
  • Lead sell-side engagements providing overall project management of new and existing client projects.
  • Participate in the planning and development of long-term strategic planning goals and business development in line with the M&A strategic context.
  • Identify new merger and acquisition opportunities and partnerships that fit with the Baker Tilly vision and mission.
  • Build community awareness of Baker Tilly's brand, service offering, and value-added skills within the Toronto and wider Ontario business community. Assist in identification and implementation of brand development initiatives.
  • Build marketing processes within the organization in line with organizational goals.
  • Lead and execute promotional opportunities and events.
  • Other duties as assigned.


A successful candidate will have:
  • 5+ years of full-time experience in corporate finance with a proven history of successfully closing deals.
  • Holder of a finance or accounting qualification (such as CPA, MBA, CBV, or CFA).
  • Outstanding skills in communication, presentation, and writing.
  • Demonstrated leadership in driving business growth and achieving targets.
  • Proven track record of taking initiative.
  • Experience in transaction management and execution.
  • Capable of leading projects from your first day.
  • Knowledge of industry-specific regulations and compliance.
  • Proficient in financial modeling and valuation.


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

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