Baker Tilly

Experienced Associate - Transaction Advisory Services

Baker Tilly$63K — $100K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • Minimum one year of related experience
  • Preferred experience in Audit or Transaction Advisory
  • Professional designations (e.g., CPA) or advanced degree are a plus
  • Strong motivation and positive attitude
  • Excellent organizational skills and ability to multitask
  • Proficient in verbal and written communication

Responsibilities

  • Engage directly with Partners for client and engagement management
  • Conduct data gathering, document reviews, and prepare quality of earnings reports
  • Perform research and financial analysis of target companies
  • Handle due diligence for buy side, sell side, and corporate finance transactions
  • Maintain communication with clients to ensure high-quality service
  • Pursue career development opportunities within the transaction advisory services group

Benefits

  • Focus on continuous learning and development
  • Diverse client base for varied industry exposure
  • Challenging and meaningful work
  • Career advancement opportunities within the organization
Full Job Description
Job Description:

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have several programs to ensure the success of our people. As we continue to grow our Transaction Advisory Services practice, we are seeking to add an Analyst to join our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.

Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, private debt funds, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

What You Will Do:
  • Interact directly with Partners on matters related to client and engagement management.
  • Data gathering, document review and preparation of quality of earnings reports.
  • Research and financial analysis of target companies.
  • Due diligence for both buy side, sell side, and corporate finance transactions.
  • Communication with clients to ensure delivery of exceptional client service.
  • Opportunities for career development and to advance within the transaction advisory services group.


Qualifications
  • Bachelor's degree required
  • At least one year of related experience required
  • Experience in Audit or Transaction Advisory preferred
  • Professional designations or candidacy (CPA) and / or an advanced degree are a plus
  • High motivation, initiative and positive attitude
  • Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
  • Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
    environment with shifting priorities
  • Excellent verbal and written communication, experience presenting analyses to
    management and ability to lead and drive initiatives
  • Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
  • Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings


The compensation range for this role is $63,490 to $100,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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