Experienced Associate - Transaction Advisory Services

Baker Tilly International; Chicago (IL); On-site; USD 63,490 - 100,000; Full time

Job summary

Baker Tilly is seeking an Analyst for Transaction Advisory Services in the Chicago office. You will support due diligence and advisory work for privately held and public companies, PE funds, banks, and other financial clients.

The role requires a Bachelor's degree and at least one year of related experience, with CPA candidacy or an advanced degree considered a plus. Strong communication, organization, and teamwork are essential.

Qualifications

• Bachelor's degree required.
• At least one year of related experience required.
• Experience in Audit or Transaction Advisory preferred.
• CPA certification or candidacy and/or an advanced degree is a plus.
• Strong organizational skills with ability to multitask and prioritize.
• Excellent verbal and written communication; ability to present analyses to management.
• Ability to work autonomously and meet tight deadlines in a fast-paced environment.
• Ability to work well in a team with client personnel across industries.

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 buy-side, sell-side, and corporate finance transactions.
• Communication with clients to ensure delivery of exceptional client service.
• Opportunities for career development and to advance within the transaction advisory services group.

Skills

Analytical skills

Communication skills

Multitasking

Organizational skills

Team collaboration

Autonomy

Client interaction

Financial analysis

Education

Bachelor's degree

CPA candidacy

Advanced degree (MBA/MS)

Job description

## Experienced Associate - Transaction Advisory ServicesApplylocations: USA IL Chicago 800 W Fulton: USA CA Pasadena: USA CA San Francisco 333 Bush St: USA MA Tewksbury: USA OR Portlandtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR107275# **Overview**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.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.*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.**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.*# **Job Description:**At Baker Tilly, we invest in our people. We believe in continuous learning and development and have several programs to ensure the success of our people. As we continue to grow our Transaction Advisory Services practice, we are seeking to add an Analyst to join our Transaction Advisory Services team in our Chicago office. 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, private debt funds, 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. What You Will Do:* 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.* Opportunities for career development and to advance within the transaction advisory services group.Qualifications* Bachelor's degree required* At least one year of related experience required* Experience in Audit or Transaction Advisory preferred* Professional designations or candidacy (CPA) 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* 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 briefingsThe compensation range for this role is $63,490 to $100,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.