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About the Role

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.
Perform data gathering, document review, and preparation of quality of earnings reports.
Conduct research and financial analysis of target companies.
Execute due diligence for buy-side, sell-side, and corporate finance transactions.
Communicate with clients to ensure delivery of exceptional client service.
Participate in various marketing and recruiting activities of the firm.
Engage in opportunities for career development and advancement within the transaction advisory services group.

Requirements

Bachelor's degree in Accounting required.
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.
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.
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.
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.

Skills

Due diligence
Transaction advisory
Financial analysis
Quality of earnings reports
Modeling
Excel
Quantitative analysis
Qualitative analysis
Data-driven insights
Verbal communication
Written communication
Presenting analyses
Leadership
Teamwork

Location

Remote
Hybrid
Onsite

Work Type

Full-time

Experience Level

Senior Consultant
3+ years of relative experience
2+ years of transaction services / due diligence experience

Education Level

Bachelor's degree in Accounting
CPA designation preferred
Professional designations or candidacy (CFE, CFA, etc.) are a plus
Advanced degree is a plus

Salary/Compensations

$96,290 - $144,450

Benefits

Comprehensive compensation and benefits package

About the Company

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Equal Opportunity

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.