Senior Transaction Advisory Specialist

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

Job summary

Baker Tilly is seeking a Senior Consultant to join its Transaction Services practice within the Financial Advisory group. You will deliver due diligence and transaction advisory work for a diverse client base, including private equity, banks, and corporate clients, across multiple industries.

You will interact with Partners, perform data gathering, financial analysis, and model building, and contribute to marketing and recruitment activities.

Qualifications

• Bachelor's degree in Accounting required; CPA designation preferred.
• At least 3 years of experience in a mid-to-large professional services firm performing audits and related services.
• At least 2 years of transaction services / due diligence experience preferred.
• Designations (CFE, CFA) or advanced degree are a plus.
• Strong motivation, initiative and positive attitude.
• Excellent multitasking and prioritization skills; strong organizational abilities.
• Advanced Excel modeling and ability to generate data-driven insights.

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 opportunities within the transaction advisory services group.

Skills

Due diligence

Financial analysis

Excel modeling

Client communication

Team collaboration

Self-motivation

Project management

Executive briefings

Education

Bachelor's degree in Accounting

CPA designation preferred

Job description

Baker Tilly is seeking a Senior Consultant to join its Transaction Services practice within the Financial Advisory group. You will deliver due diligence and transaction advisory work for a diverse client base, including private equity, banks, and corporate clients, across multiple industries.

You will interact with Partners, perform data gathering, financial analysis, and model building, and contribute to marketing and recruitment activities.