Transaction Advisory Analyst — Due Diligence & Deals

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

Job summary

Baker Tilly US is seeking an Analyst to join our Transaction Advisory Services practice in San Francisco. You will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.

Our client base includes private equity funds, banks, and corporate clients across industries; you will work with Partners and manage data gathering, analysis, and reporting to deliver high-quality insights.

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.

Skills

Audit experience

Transaction advisory

Communication

Multitasking

Education

Bachelor's degree

Job description

Baker Tilly US is seeking an Analyst to join our Transaction Advisory Services practice in San Francisco. You will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.

Our client base includes private equity funds, banks, and corporate clients across industries; you will work with Partners and manage data gathering, analysis, and reporting to deliver high-quality insights.