Senior Transaction Advisory Manager

Baker Tilly Advisory Group, LP; Pasadena (CA); On-site; USD 126,000 - 182,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Manager to join our Transaction Advisory Service team within Financial Advisory Services. This role provides due diligence and transaction advisory services to clients, working with firm leadership to support growth and client service.

The firm emphasizes career development, flexible work options, and a culture focused on client and professional development. Successful candidates will have 5+ years in a large accounting firm in audit, financial

Qualifications

• 5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines.
• Bachelor's degree in accounting, finance or related.
• CPA preferred, not required.
• High motivation, initiative and positive attitude.
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities.
• Intermediate modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights.
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities.
• Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives.
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries.
• Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.

Responsibilities

• Data gathering, document review and preparation of quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for both buy side and sell side 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.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Skills

Data gathering

Financial analysis

Due diligence

Client communication

Business development

Leadership

Project management

Education

Bachelor's degree in accounting/finance

Tools

Excel

Financial modeling

Job description

Baker Tilly Advisory Group, LP is seeking a Manager to join our Transaction Advisory Service team within Financial Advisory Services. This role provides due diligence and transaction advisory services to clients, working with firm leadership to support growth and client service.

The firm emphasizes career development, flexible work options, and a culture focused on client and professional development. Successful candidates will have 5+ years in a large accounting firm in audit, financial