Senior - Transaction Advisory Services

Baker Tilly•San Francisco, CA

2d•$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, including privately held and publicly traded companies, private equity and mezzanine funds, banks, and business development companies. The broad client base offers exposure to varied industries and challenging work. The position involves client and engagement management, financial analysis, and transaction support, along with participation in firm marketing and recruiting activities. Baker Tilly describes opportunities for career development and advancement within its transaction advisory services group.

Requirements

Bachelor's degree in Accounting.
At least three years of relevant experience, ideally at a mid- to large-sized 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, experience conducting complex quantitative and qualitative financial analysis, and ability to generate 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 preferred.
At least two years of transaction services or due diligence experience highly preferred.
Professional designation or candidacy (such as CFE or CFA) and/or an 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 conduct financial analysis.
Perform 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.