Senior Transaction Advisory Consultant

Baker Tilly Advisory Group, LP; Irvine (CA); On-site; USD 96,000 - 144,000; Full time

Job summary

Baker Tilly Advisory Group, LP is expanding its Transaction Services practice within the Financial Advisory group and is seeking a Senior Consultant. You will deliver due diligence and transaction advisory services to a diverse client base, including private equity funds, banks, and corporate clients.

The role offers opportunities to work directly with Partners on engagement management, perform quality of earnings analyses, and contribute to business development activities while advancing your

Qualifications

• Bachelor's degree in Accounting is required; CPA designation preferred.
• At least three (3) years of relative experience in a large professional services firm performing audits and related services for a diverse client base.
• At least two (2) years of transaction services / due diligence experience highly preferred.
• Professional designations or candidacy (CFE, CFA, etc.) and/or an advanced degree are a plus.
• High motivation, initiative and positive attitude.
• Excellent organizational skills with the ability to multitask and manage multiple priorities.
• Intermediate modeling and Excel skills; experience with quantitative and qualitative financial analysis.
• Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment.
• Excellent verbal and written communication; ability to present analyses to management and lead initiatives.
• Ability to work with teams across industries and interact with senior client personnel.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management.
• Data gathering, document review and preparation of quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for buy-side, sell-side, and corporate finance transactions.
• Communication with clients to ensure delivery of exceptional client service.
• Participate in marketing and recruiting activities of the firm.
• Opportunities for career development and advancement within the transaction advisory services group.

Skills

Due diligence

Financial analysis

Client communication

Data gathering

Multitasking

Project management

Education

Bachelor's degree in Accounting

CPA designation

Tools

Excel

Job description

Baker Tilly Advisory Group, LP is expanding its Transaction Services practice within the Financial Advisory group and is seeking a Senior Consultant. You will deliver due diligence and transaction advisory services to a diverse client base, including private equity funds, banks, and corporate clients.

The role offers opportunities to work directly with Partners on engagement management, perform quality of earnings analyses, and contribute to business development activities while advancing your