Senior - Transaction Advisory Services

Baker Tilly • San Francisco, CA

3d • $102,100 - $144,300

About The Position

Baker Tilly is seeking a Senior Consultant to join its growing Transaction Services practice within Financial Advisory. The role provides due diligence and transaction advisory services to clients with complex financial needs. Clients include privately held and publicly traded companies, private equity and mezzanine funds, banks, and business development companies, offering exposure to varied industries and challenging engagements. The position also offers opportunities for career development and advancement within the transaction advisory services group.

Requirements

• Bachelor's degree in Accounting.
• At least three years of relevant experience, ideally in a mid- to large-size professional services firm performing audits and related services for a diverse client base.
• High motivation, initiative, and a positive attitude.
• Excellent organizational skills and demonstrated ability to multitask and manage multiple priorities.
• Intermediate financial modeling and Excel skills, with experience conducting complex quantitative and qualitative financial analysis and generating data-driven insights.
• Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities.
• Excellent verbal and written communication skills, experience presenting analyses to management, and ability to lead and drive initiatives.
• Ability to work effectively in a team environment with client personnel at all levels and across various industries.
• Ability to interact comfortably with senior-level client personnel, including supporting the preparation of and participating in executive briefings.

Nice To Haves

• CPA designation.
• At least two years of transaction services or due diligence experience.
• Professional designation or candidacy, such as CFE or CFA.
• Advanced degree.

Responsibilities

• Interact directly with Partners on client and engagement management matters.
• Gather data, review documents, and prepare quality of earnings reports.
• Research target companies and perform financial analysis.
• Conduct due diligence for buy-side, sell-side, and corporate finance transactions.
• Communicate with clients to ensure exceptional client service.
• Participate in firm marketing and recruiting activities.

Benefits

• Comprehensive compensation and benefits package for eligible employees.
• Learning and development programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior