Senior - Transaction Advisory Services

Baker Tilly • Frisco, TX

2d

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 varied client base offers opportunities across numerous industries and a steady flow of challenging work.

The Senior Consultant conducts financial research and analysis, supports buy-side, sell-side, and corporate finance transactions, and prepares quality of earnings reports. The role also involves direct interaction with Partners and clients, engagement management, and participation in firm marketing and recruiting activities. Baker Tilly describes opportunities for career development and advancement within the transaction advisory services group.

Requirements

• Bachelor's degree in Accounting required.
• At least three years of relevant experience required, 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 with client personnel at all levels and across various industries.
• Ability to interact comfortably with senior-level client personnel, including supporting preparation for 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 designations or candidacy, such as CFE or CFA, and/or an advanced degree are a plus.

Responsibilities

• Interact directly with Partners on client and engagement management matters.
• Gather data, review documents, and prepare quality of earnings reports.
• Research and conduct financial analysis of target companies.
• 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.

Benefits

• Comprehensive compensation and benefits package for eligible employees.
• Career development and advancement opportunities within the transaction advisory services group.

What This Job Offers

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