Transaction Advisory Analyst (Due Diligence)

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 58,000 - 100,000; Full time

Job summary

Baker Tilly Advisory Group, LP in San Francisco seeks an Analyst to join our Transaction Advisory Services team. You will perform due diligence and provide transaction advisory services to diverse clients, including private equity funds and corporations, under partner supervision.

The role covers data gathering, earnings research, and preparing quality of earnings reports, with opportunities for career development and advancement within TAS.

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.

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 candidacy / advanced degree

Job description

Baker Tilly Advisory Group, LP in San Francisco seeks an Analyst to join our Transaction Advisory Services team. You will perform due diligence and provide transaction advisory services to diverse clients, including private equity funds and corporations, under partner supervision.

The role covers data gathering, earnings research, and preparing quality of earnings reports, with opportunities for career development and advancement within TAS.