Principal, Transaction Advisory: M&A Due Diligence Lead

Baker Tilly US; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Baker Tilly US is seeking a Principal to lead transaction advisory services, guiding buy-side and sell-side due diligence engagements from start to finish across industries. You will mentor staff, help develop their technical and professional skills, and collaborate with firm leadership to drive growth.

As a senior leader, you will leverage relationships with private equity groups to source new engagements, while delivering strategic guidance to clients and managing cross-functional teams to

Qualifications

• Bachelor's degree in accounting or finance required; master’s or advanced degree desirable.
• CPA/CFA a plus.
• Fifteen (15+) years’ experience providing transaction advisory services in a professional services firm required.
• Must have experience with merger & acquisitions, and financial due diligence.
• History of relationships with private equity firms and their portfolio companies.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects

Responsibilities

• Be a trusted leader of buy-side and sell-side due diligence/quality of engagement
• Proactively engage with your clients throughout the year to understand business goals and objectives
• Beyond QOE engagements, advise, implement and deliver solutions to clients related to all other phases of the Merger & Acquisition life cycle
• Play an active role in providing valuable guidance and business recommendations
• Deliver business insight through thoughtful review, analysis, and discussion
• Manage cross-functional teams to deliver engagements and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally (especially with private equity firms) with the goal of acquiring new repeat referral sources, clients, projects, and revenue
• Invest in your professional development individually and through participation in firmwide learning and development programs
• Support the growth and development of team members, helping associates meet their professional goals

Skills

Leadership

Client relationship management

Analytical skills

Project management

Education

Bachelor's degree in accounting or finance

Master’s or advanced degree desirable

CPA/CFA a plus

Job description

Baker Tilly US is seeking a Principal to lead transaction advisory services, guiding buy-side and sell-side due diligence engagements from start to finish across industries. You will mentor staff, help develop their technical and professional skills, and collaborate with firm leadership to drive growth.

As a senior leader, you will leverage relationships with private equity groups to source new engagements, while delivering strategic guidance to clients and managing cross-functional teams to