Senior Corporate Finance & M&A Advisor

Baker Tilly; San Francisco (CA); On-site; USD 87,000 - 164,000; Full time

Job summary

Baker Tilly is seeking a Senior Consultant for its Corporate Finance Advisory team in San Francisco. You will develop financial models, run analyses, create dashboards, and support budgeting, forecasting, and M&A activities for a diverse client base across industries.

Ideal candidates bring 3+ years in finance or advisory, a finance/accounting degree, strong Excel and Power BI skills, and familiarity with US GAAP. CFA/CPA/MBA-Finance are a plus; public accounting experience is preferred.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 3+ years of relevant experience in finance, consulting, or business advisory.
• Familiarity with US GAAP.
• Public Accounting experience is preferred.
• Experience with coding, Power BI, or other FP&A tools is a plus.

Responsibilities

• 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.

Skills

Financial analysis

Forecasting

Data visualization

Financial modeling

Excel expertise

Client communication

Education

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

Tools

Microsoft Excel

Power BI

PowerPoint

Job description

Baker Tilly is seeking a Senior Consultant for its Corporate Finance Advisory team in San Francisco. You will develop financial models, run analyses, create dashboards, and support budgeting, forecasting, and M&A activities for a diverse client base across industries.

Ideal candidates bring 3+ years in finance or advisory, a finance/accounting degree, strong Excel and Power BI skills, and familiarity with US GAAP. CFA/CPA/MBA-Finance are a plus; public accounting experience is preferred.