Senior Transaction Advisory Consultant

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

Job summary

Baker Tilly US, a leading advisory, tax and assurance firm, seeks a Senior Consultant to join our Transaction Services within Financial Advisory. You will perform due diligence and advisory work for private equity funds, banks, and corporate clients, delivering high-quality analyses and insights.

Join a firm that emphasizes continuous learning and development, with opportunities across diverse industries and a path to advancement within the transaction advisory group.

Qualifications

• Bachelor's degree in Accounting required and a CPA designation are preferred
• At least three (3) years of relative experience in a mid to large size professional services firm
• 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 ability to multitask and manage priorities
• Intermediate modeling and Excel skills and ability to generate data-driven insights
• Ability to work autonomously and meet tight deadlines in a fast-paced environment
• Excellent verbal and written communication and ability to lead initiatives
• Team-oriented with client personnel across industries
• Ability to interact with senior level client personnel in exec briefings

Responsibilities

• Interact directly with Partners on 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 service
• Participate in marketing and recruiting activities of the firm
• Opportunity for career development and advancement within the transaction advisory services group

Skills

Financial analysis

Due diligence

Client management

Communication

Education

Bachelor's degree in Accounting

CPA designation preferred

Tools

Excel

Financial modeling tools

Job description

Baker Tilly US, a leading advisory, tax and assurance firm, seeks a Senior Consultant to join our Transaction Services within Financial Advisory. You will perform due diligence and advisory work for private equity funds, banks, and corporate clients, delivering high-quality analyses and insights.

Join a firm that emphasizes continuous learning and development, with opportunities across diverse industries and a path to advancement within the transaction advisory group.