Senior Transaction Advisory Consultant - Due Diligence

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

Job summary

Baker Tilly is seeking a Senior Consultant to join our Transaction Services practice within Financial Advisory. You will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.

Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies, offering opportunities across industries with a constant flow of challenging work and potential for advancement.

Qualifications

• Bachelor's degree in Accounting required and a CPA designation preferred.
• At least three years of relative experience in audits and related services for a diverse client base.
• At least two years of transaction services / due diligence experience highly preferred.
• Professional designations or candidacy (CFE, CFA) and/or an advanced degree are a plus.
• Strong motivation, initiative and positive attitude; ability to multitask and meet deadlines.
• Excellent verbal and written communication with ability to present analyses to management.

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.
• Career development opportunities within the transaction advisory services group.

Skills

Excel Modeling

Communication

Teamwork

Education

Bachelor's degree in Accounting

CPA designation preferred

Professional designations (CFE, CFA) a plus

Tools

Excel

Job description

Baker Tilly is seeking a Senior Consultant to join our Transaction Services practice within Financial Advisory. You will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.

Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies, offering opportunities across industries with a constant flow of challenging work and potential for advancement.