Baker Tilly

Senior - Transaction Advisory Services

Baker Tilly$96K — $144K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting required; CPA designation preferred.
  • Minimum 3 years of relevant experience in professional services firms, especially in audits.
  • At least 2 years of experience in transaction services or due diligence preferred.
  • Professional designations (CFE, CFA) or advanced degrees are advantageous.
  • Strong motivation, initiative, and a positive attitude are essential.
  • Excellent organizational skills with the ability to manage multiple priorities effectively.
  • Intermediate Excel and modeling skills; experience in quantitative and qualitative financial analysis.

Responsibilities

  • Interact directly with Partners for client engagement management.
  • Gather data, review documents, and prepare quality of earnings reports.
  • Research and analyze financial data of target companies.
  • Perform due diligence for buy side, sell side, and corporate finance transactions.
  • Ensure exceptional client service through effective communication.
  • Participate in marketing and recruiting activities for the firm.
  • Leverage opportunities for career development and advancement within the advisory group.

Benefits

  • Continuous learning and development programs.
  • Diverse opportunities across multiple industries.
  • Career advancement within the transaction advisory services group.
Full Job Description
Job Description:

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people.

As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to 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, 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.

Responsibilities:
  • 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.
  • Participate in various marketing and recruiting activities of the firm.
  • Opportunities for career development and to advance within the transaction advisory services group.


Qualifications
  • Bachelor's degree in Accounting required and a CPA designation are preferred
  • At least three (3) years of relative experience required, ideally in a mid to large size professional services firm performing audits and related services for a diverse client base
  • At least two (2) years of transaction services / due diligence experience highly preferred
  • Professional designations or candidacy (CFE, CFA, etc.) 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
  • Intermediate modeling and excel skills, experience conducting complex quantitative
    and qualitative financial analysis and ability to generate data-driven insights
  • 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 pay rate range for this job position is $96,290 - $144,450. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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