Transaction Advisory Analyst

Baker Tilly US; San Francisco (CA); On-site; USD 63,000 - 100,000; Full time

Job summary

Baker Tilly US in San Francisco seeks an Analyst to join our Transaction Advisory Services team. You will provide due diligence and transaction advisory services to clients with complex financial needs.

Our client base includes private equity, banks and corporate finance deals; you will work with partners and junior staff across industries, gaining exposure to buy- and sell-side engagements.

Qualifications

• Bachelor's degree required.
• At least one year of related experience.
• Audit or Transaction Advisory experience preferred.
• CPA designation or candidacy is a plus.
• High motivation, initiative and positive attitude.
• Excellent organizational skills and ability to multitask.
• Strong verbal and written communication; able to present analyses to management.
• Able to work autonomously and thrive in a fast-paced environment.

Responsibilities

• Interact directly with Partners on 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 buy-side, sell-side and corporate finance transactions.
• Communicate with clients to ensure exceptional service.
• Opportunities for career development within the TAS group.

Skills

Audit experience

Transaction advisory

Financial analysis

Data gathering

Communication skills

Team collaboration

Education

Bachelor's degree

Job description

Baker Tilly US in San Francisco seeks an Analyst to join our Transaction Advisory Services team. You will provide due diligence and transaction advisory services to clients with complex financial needs.

Our client base includes private equity, banks and corporate finance deals; you will work with partners and junior staff across industries, gaining exposure to buy- and sell-side engagements.