Associate / Senior Associate, Mergers & Acquisitions

Baker Tilly Canada; Toronto; On-site; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Fitness reimbursement

Monthly smartphone reimbursement

Annual bonus program

Job summary

Baker Tilly Canada in Toronto is seeking an Associate or Senior Associate for their M&A team. This role involves assisting clients throughout the transaction process, including financial analysis and due diligence.

The ideal candidate will have strong analytical skills, relevant work experience, and excellent communication abilities. The position offers competitive compensation, ongoing professional development, and a collaborative work environment.

Qualifications

• 2-4 years experience in related field (Associate), 4+ years for Senior Associate.
• Strong communication skills and ability to work effectively with a team.
• Experience in financial modeling and analysis.

Responsibilities

• Assist clients throughout the transaction process.
• Prepare transaction marketing documents and confidential information memorandums.
• Conduct financial and industry due diligence.

Skills

Financial analysis

Interpersonal skills

Attention to detail

Education

Undergraduate degree in Business, Finance, or Accounting

Tools

Excel

PowerPoint

Pitchbook

QuickBooks

Job description

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 an Associate or Senior Associate, Mergers & Acquisitions to play a key role on our growing national Transaction Services ("TS") and Mergers & Acquisitions (M&A) teams. As part of the new role, you will assist clients throughout the 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

• Undergraduate degree in Business, Finance, Accounting or another similar program
• Associate: 2–4 years of work experience in a related field (e.g., Accounting, audit, tax, financial analysis, consulting, etc.)
• Senior Associate: 4+ years of relevant work experience (e.g., Investment banking, M&A, financing, corporate development, etc.)
• 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)

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

Where you’ll work

Toronto, ON

Job type

Permanent, Full-time

Your schedule

Monday to Friday

Total rewards: $85,000.00 - $120,000.00 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.