Transaction Advisory Analyst – Due Diligence

Baker Tilly; Irvine (CA); On-site; USD 58,000 - 100,000; Full time

Job summary

Baker Tilly is seeking an Analyst to join its Transaction Advisory Services practice in Irvine, California. You will provide due diligence and transaction advisory services to help clients meet complex financial needs and execute discreet deals.

You will work with privately held and publicly traded companies, private equity funds, banks, and corporate clients across industries, interacting with partners and delivering timely, high‑quality analyses.

Qualifications

• Bachelor’s degree required
• At least one year of related experience required
• Experience in Audit or Transaction Advisory preferred
• Professional designations or candidacy (CPA) 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
• 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

• 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
• Opportunities for career development and to advance within the transaction advisory services group

Education

Bachelor's degree

CPA designation or candidacy

Advanced degree

Job description

Baker Tilly is seeking an Analyst to join its Transaction Advisory Services practice in Irvine, California. You will provide due diligence and transaction advisory services to help clients meet complex financial needs and execute discreet deals.

You will work with privately held and publicly traded companies, private equity funds, banks, and corporate clients across industries, interacting with partners and delivering timely, high‑quality analyses.