Senior Health Care Transaction Advisory Lead

Baker Tilly Advisory Group, LP; Irvine (CA); On-site; USD 179,000 - 262,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Senior Manager for the Health Care Transaction Advisory Service within its Financial Advisory Services. You will oversee due diligence, financial analysis, and client service, partnering with leadership to drive engagements and growth.

Join a fast-growing firm offering upward trajectory, flexible work options, and meaningful client relationships across health care deals. Leadership development and team mentoring are encouraged.

Qualifications

• 8+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
• Bachelor's degree in accounting, finance, or related field
• Progression in a Transaction Advisory or Financial Due Diligence role strongly preferred
• Certified Public Accountant (CPA) certification preferred
• High motivation, initiative and positive attitude
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
• Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
• Excellent verbal and written communication, experience presenting analyses to management 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

Responsibilities

• Data gathering, document review and preparation of quality of earnings reports
• Research and financial analysis of target companies
• Due diligence for both buy side and sell side transactions
• Communication with clients to ensure delivery of exceptional client service
• Participate in various marketing and recruiting activities of the firm
• Opportunities for career development and to advance within the transaction advisory services group
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Skills

Client communication

Financial analysis

Project management

Autonomy

Education

Bachelor's degree in accounting/finance

Tools

Excel

Financial modeling

Job description

Baker Tilly Advisory Group, LP is seeking a Senior Manager for the Health Care Transaction Advisory Service within its Financial Advisory Services. You will oversee due diligence, financial analysis, and client service, partnering with leadership to drive engagements and growth.

Join a fast-growing firm offering upward trajectory, flexible work options, and meaningful client relationships across health care deals. Leadership development and team mentoring are encouraged.