Senior Manager, Transaction Advisory & Due Diligence

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

Job summary

Baker Tilly Advisory Group, LP in Irvine seeks a Senior Manager to join the Transaction Advisory Service within Financial Advisory Services. You will provide due diligence and transaction advisory services to clients, work with firm leadership, and contribute to firm growth with a direct impact on client engagements.

You will develop industry expertise, lead analyses, manage data gathering and financial modeling, and communicate findings to management.

Qualifications

• 8+ years of experience in a large accounting firm
• Bachelor's degree in accounting, finance, or related field
• CPA certification preferred
• Strong motivation, initiative and positive attitude
• Excellent organizational and multitasking abilities
• Advanced financial modeling and Excel skills
• Ability to work autonomously under tight deadlines

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 through 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

8+ years experience

Strong analytical skills

Excellent communication

Autonomous, deadline-driven

Education

Bachelor's degree in accounting/finance

Tools

Excel

Job description

Baker Tilly Advisory Group, LP in Irvine seeks a Senior Manager to join the Transaction Advisory Service within Financial Advisory Services. You will provide due diligence and transaction advisory services to clients, work with firm leadership, and contribute to firm growth with a direct impact on client engagements.

You will develop industry expertise, lead analyses, manage data gathering and financial modeling, and communicate findings to management.