Senior Transaction Advisory Consultant

Baker Tilly US; Philadelphia (Philadelphia County); On-site; USD 96,000 - 144,000; Full time

Job summary

Baker Tilly is seeking a Senior Consultant to join our Transaction Services team within Financial Advisory. You will provide due diligence and transaction advisory services to private equity funds, banks, and corporates to meet complex financial needs.

In this role, you will interact with Partners, gather data, review documents, conduct QoE reports, and perform target company analysis. Strong accounting, modeling, and client communication are essential for success in a fast-paced environment.

Qualifications

• Bachelor's degree in Accounting required; CPA preferred.
• 3+ years in auditing or professional services; 2+ years in transaction services preferred.
• Strong modeling and quantitative/qualitative analysis.
• Ability to work autonomously in fast-paced environment.

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 various marketing and recruiting activities of the firm.
• Opportunities for career development and to advance within the transaction advisory services group.

Skills

Due diligence

Financial analysis

Client communication

Team collaboration

Multitasking

Self-driven

Education

Bachelor's degree in Accounting

CPA designation preferred

Professional designations or candidacy (CFE, CFA)

Advanced degree a plus

Tools

Excel

Job description

Baker Tilly is seeking a Senior Consultant to join our Transaction Services team within Financial Advisory. You will provide due diligence and transaction advisory services to private equity funds, banks, and corporates to meet complex financial needs.

In this role, you will interact with Partners, gather data, review documents, conduct QoE reports, and perform target company analysis. Strong accounting, modeling, and client communication are essential for success in a fast-paced environment.