Senior - Transaction Advisory Services

Baker Tilly US; Phoenix (AZ); On-site; USD 96,290 - 144,450; Full time

Benefits offered by this job

Comprehensive benefits package

Career development opportunities

Job summary

Baker Tilly US is seeking a Senior Consultant in Phoenix, Arizona, to provide transaction advisory services as part of its Financial Advisory practice. The role involves direct client interaction, conducting due diligence, and financial analysis for a diverse client base, including privately held firms and private equity funds.

The ideal candidate has a Bachelor's degree in Accounting, is motivated with excellent organizational skills, and possesses experience in transaction services. Baker Tilly US offers competitive compensation and a strong benefits package.

Qualifications

• At least three years of experience in a professional services firm.
• Experience in transaction services/due diligence is preferred.
• Excellent verbal and written communication skills.

Responsibilities

• Interact directly with Partners on client matters.
• Conduct due diligence for buy-side, sell-side transactions.
• Research and prepare quality of earnings reports.

Skills

Due diligence experience

Financial analysis

Excel skills

Communication

Organizational skills

Education

Bachelor’s degree in Accounting

CPA designation

Professional designations (CFE, CFA)

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Job Description

As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, 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.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management.
• Gather data, review documents, and prepare quality of earnings reports.
• Research and perform financial analysis of target companies.
• Conduct due diligence for buy-side, sell-side, and corporate finance transactions.
• Communicate with clients to ensure delivery of exceptional client service.
• Participate in various marketing and recruiting activities of the firm.
• Seek opportunities for career development and advancement within the transaction advisory services group.

Qualifications

• Bachelor’s degree in Accounting required; a CPA designation is preferred.
• At least three (3) years of relative experience, ideally in a mid- to large-size professional services firm performing audits and related services for a diverse client base.
• At least two (2) years of transaction services/due diligence experience is 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 the ability to multitask and handle multiple priorities appropriately.
• Intermediate modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis and generating data-driven insights.
• Ability to work autonomously, meet tight deadlines, and 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.

Compensation

The pay rate range for this job position is $96,290 - $144,450. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Equal Opportunity Employer

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.