Senior Consultant, Corporate Finance & M&A Advisory

Baker Tilly Advisory Group, LP; Frisco (TX); Presencial; USD 87.000 - 164.000; Tempo integral

Resumo da vaga

Baker Tilly Advisory Group, LP in Frisco, TX is seeking a Senior Consultant in Corporate Finance Advisory to help clients with data-informed financial analysis, budgets, forecasts, and strategic guidance. You will develop financial models, dashboards, and reports that influence business decisions across diverse industries.

You will collaborate with seasoned professionals on forecasting, M&A support, and performance analysis, building capabilities and delivering value to clients while enhancing

Qualificações

• Bachelor's degree in finance, accounting, economics, or related field.
• 3+ years of relevant experience in finance, consulting, or business advisory.
• CFA designation, or similar credential (e.g., CPA, CMA, MBA-Finance), is a plus.
• Public Accounting experience is preferred.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint, with the ability to independently create and manage spreadsheets, reports, and presentations.
• Familiarity with US GAAP.
• Experience with coding, Power BI, or other FP&A tools is a plus.
• Eagerness to learn, adapt, and contribute in a dynamic team environment.

Responsabilidades

• Support complex financial analysis and modeling engagements, including forecasting business initiatives, evaluating financing alternatives, performing scenario analysis, and assessing cash flows to investors and other stakeholders.
• Assist in the development of forward-looking budgets, rolling forecasts, and performance dashboards, ensuring outputs are accurate, insightful, and aligned with client objectives.
• Compile, organize, and analyze financial data and improve upon operational processes to assist in identifying performance trends, support with scenario planning, and inform client decision-making.
• Conduct research and due diligence to support mergers, acquisitions, and other strategic initiatives, including reviewing financial documents and summarizing key findings.
• Assist in preparing client deliverables, participating in virtual meetings, and ensuring high-quality service throughout the engagement.
• Build and maintain financial models to evaluate business performance, assess scenario outcomes, and support decision-making.
• Collaborate with team members to continuously improve tools, processes, and client solutions.

Conhecimentos

Analytical skills

Communication skills

Finance knowledge

US GAAP familiarity

Willingness to learn

Formação

Bachelor's degree in finance, accounting, economics, or related field

CFA designation or CPA/CMA/MBA-Finance

Ferramentas

Power BI

Microsoft Excel

PowerPoint

FP&A tools

Descrição da vaga

Baker Tilly Advisory Group, LP in Frisco, TX is seeking a Senior Consultant in Corporate Finance Advisory to help clients with data-informed financial analysis, budgets, forecasts, and strategic guidance. You will develop financial models, dashboards, and reports that influence business decisions across diverse industries.

You will collaborate with seasoned professionals on forecasting, M&A support, and performance analysis, building capabilities and delivering value to clients while enhancing