Experienced Associate - Transaction Advisory Services

Baker Tilly Advisory Group, LP

Denver (CO)

On-site

USD 58,000 - 100,000

Full time

14 days+

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Job summary

Baker Tilly Advisory Group, LP in Denver is seeking an Analyst to join Transaction Advisory Services. You will provide due diligence and transaction advisory services to a diverse client base including private equity funds, banks, and corporate finance transactions.

The role involves data gathering, financial analysis, and engagement management with Partners, with opportunities for career development. A Bachelor's degree is required; CPA designation or an advanced degree is a plus; at least one

Qualifications

  • Bachelor's degree required
  • At least one year of related experience required
  • Experience in Audit or Transaction Advisory preferred
  • CPA designation or candidacy and/or an advanced degree are a plus
  • High motivation, initiative and positive attitude
  • Excellent organizational skills with multitasking ability
  • Ability to work autonomously in a fast-paced environment with shifting priorities
  • Excellent verbal and written communication; ability to present analyses to management and lead initiatives
  • Ability to work effectively in a team with client personnel in various industries

Responsibilities

  • Interact directly with Partners on 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 advancement within the transaction advisory services group

Skills

Audit experience
Transaction Advisory
Communication skills

Education

Bachelor's degree

Job description

OverviewBaker 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 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, 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 pacedenvironment with shifting priorities
  • Excellent verbal and written communication, experience presenting analyses tomanagement 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 briefings

The pay range for this position is $57,800 to $100,000. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

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