Senior Director - Transaction Services

About the role

We are looking for a Senior Director to join our Transaction Services team – bring your ambition and shape what comes next. The role leads professional Transaction Services, drives practice growth, and serves as a trusted advisor throughout the transaction lifecycle.

Key responsibilities

• Lead and manage buy‑side and sell‑side transaction advisory services, delivering due diligence, quality of earnings, valuation support and financial analysis.
• Develop and execute the firm’s long‑term Transaction Services growth strategy and business development initiatives.
• Manage key client relationships, acting as a trusted advisor across the transaction lifecycle.
• Lead financial due diligence engagements, coordinating with management teams, buyers, sellers, lenders and other advisors.
• Oversee quality of earnings analyses, working capital assessments, cash‑flow analysis and related transaction considerations.
• Provide valuation and transaction support for mergers, acquisitions, divestitures, recapitalizations and financing transactions.
• Lead engagement teams to ensure projects are delivered on time, efficiently and to high professional standards.
• Identify market opportunities, build prospective client relationships and lead proposal preparation.
• Develop and mentor team members, fostering technical excellence and collaboration.
• Promote Baker Tilly’s Transaction Services capabilities through marketing, branding and networking activities.

Required profile

• 7+ years of experience in Transaction Services, Deal Advisory, Corporate Finance or related financial advisory roles.
• Professional designation such as CPA, CBV, CFA, MBA or comparable finance/accounting credential.
• 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.
• Excellent communication, presentation and report‑writing skills.
• Leadership experience including team development and project management.
• Advanced analytical, financial modeling and problem‑solving capabilities.

What we offer

• Clear career progression, advancement opportunities and professional development including paid courses and certifications.
• Competitive total compensation package with extended health, dental, group life benefits and annual bonus program.
• Hybrid work flexibility with planned vacation.
• Fitness reimbursement and monthly smartphone fee reimbursement.
• Collaborative open‑door culture, stocked kitchen, smart‑casual dress code and client travel opportunities.
• Regular team events, social activities and participation in national and global conferences.