Senior Transaction Advisory & Due Diligence Lead

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

Job summary

Baker Tilly Advisory Group, LP is seeking a Senior Consultant to support our Transaction Services practice within Financial Advisory. You will provide due diligence and transaction advisory services to clients across industries, including private equity and corporate finance transactions.

The role offers exposure to a multi-faceted client base and opportunities for career development within the transaction advisory services group, reporting through Partners and engaging in business development

Qualifications

• Bachelor's degree in Accounting required; CPA designation preferred
• 3+ years of relative experience in a mid/large professional services firm
• 2+ years in transaction services / due diligence experience highly preferred
• Professional designations or candidacy (CFE, CFA) and/or an advanced degree are a plus
• High motivation, initiative and positive attitude
• Excellent organizational skills with a demonstrated ability to multitask
• Intermediate modeling and Excel skills; ability to generate data-driven insights
• Ability to work autonomously, meet tight deadlines in a fast-paced environment
• Excellent verbal and written communication; ability to present analyses to management
• Ability to work in a team with client personnel across various industries
• Ability to interact with senior level client personnel and participate in executive briefings

Responsibilities

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

Skills

Motivation

Organization

Autonomy

Communication

Teamwork

Education

Bachelor's degree in Accounting

CPA designation preferred

Professional designations (CFE, CFA) a plus

Tools

Excel

Job description

Baker Tilly Advisory Group, LP is seeking a Senior Consultant to support our Transaction Services practice within Financial Advisory. You will provide due diligence and transaction advisory services to clients across industries, including private equity and corporate finance transactions.

The role offers exposure to a multi-faceted client base and opportunities for career development within the transaction advisory services group, reporting through Partners and engaging in business development