Senior - Transaction Advisory Services

Baker Tilly US; Washington (District of Columbia); On-site; USD 96,290 - 144,450; Full time

Benefits offered by this job

Comprehensive compensation and benefits package

Job summary

Baker Tilly US is looking for a Senior Consultant to join their team in Washington, D.C. This role involves providing due diligence and transaction advisory services to clients, including private equity funds and banks. The ideal candidate will possess a Bachelor’s degree in Accounting and preferably a CPA, along with at least three years of relevant experience.

The position offers competitive compensation, with a salary range of $96,290 to $144,450, influenced by experience and qualifications, plus comprehensive benefits.

Qualifications

• Bachelor's degree in Accounting required and CPA preferred.
• 3+ years of experience in relevant fields, ideally in a professional services firm.
• Strong due diligence experience highly preferred.

Responsibilities

• Interact with Partners on client and engagement management.
• Prepare quality of earnings reports and conduct financial analyses.
• Provide due diligence for buy side and sell side transactions.

Skills

Due diligence experience

Financial analysis

Excellent communication skills

Multitasking

Excel skills

Education

Bachelor's degree in Accounting

CPA designation

Professional designations (CFE, CFA)

Job description

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people.

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. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

Responsibilities

• Interact directly with Partners on matters related to 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 both buy side, sell side, and corporate finance 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.

Qualifications

• Bachelor's degree in Accounting required and a CPA designation are preferred
• At least three (3) years of relative experience required, 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 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 a demonstrated ability to multitask and handle multiple priorities appropriately
• 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

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.

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.