Senior Corporate Finance Advisor — M&A & Modeling

Baker Tilly Advisory Group, LP; Tewksbury (MA); On-site; USD 87,000 - 164,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States seeks a Senior Associate to develop financial models, reports, and dashboards that inform critical business decisions.

You will collaborate on budgeting, forecasting, M&A support, and performance analysis to deliver insights that shape client strategy and enhance operations; this role offers a path to broaden technical and consulting skills on high-impact engagements.

Qualifications

• 3+ years of experience in finance, consulting, or business advisory.
• Bachelor’s degree in finance, accounting, economics, or related field.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Familiarity with US GAAP.
• Experience with Power BI or FP&A tools is a plus.

Responsibilities

• Develop financial models, reports, and dashboards to inform decisions.
• Collaborate on budgeting, forecasting, and M&A support, delivering insights.
• Build technical and consulting skills on high-impact initiatives.
• Support complex financial analysis, including forecasting and cash flow assessments.
• Prepare client deliverables and participate in meetings.
• Analyze financial data and improve processes to identify trends.

Skills

Advanced Excel

Financial Analysis

Budgeting & Forecasting

Power BI

US GAAP

Communication skills

CFA or CPA

Financial Modelling

Education

Bachelor’s degree in finance, accounting, economics

CFA/CPA/CMA/MBA-Finance

Tools

Power BI

FP&A tools

Coding

Job description

Baker Tilly Advisory Group, LP in the United States seeks a Senior Associate to develop financial models, reports, and dashboards that inform critical business decisions.

You will collaborate on budgeting, forecasting, M&A support, and performance analysis to deliver insights that shape client strategy and enhance operations; this role offers a path to broaden technical and consulting skills on high-impact engagements.