Transaction Advisory Analyst – Due Diligence & Impact

Baker Tilly US; Philadelphia (Philadelphia County); On-site; USD 63,000 - 100,000; Full time

Job summary

Baker Tilly US is seeking an Analyst to join the Transaction Advisory Services team in Philadelphia. You will deliver due diligence and transaction advisory services, supporting private equity, banks, and corporate clients on complex financial needs.

The role involves data gathering, quality of earnings prep, and financial analysis of target companies, with opportunities for career growth within a fast-paced, collaborative environment.

Qualifications

• Bachelor's degree required.
• At least one year of related experience required.
• Experience in Audit or Transaction Advisory preferred.
• CPA designation or candidacy and/or advanced degree a plus.
• High motivation, initiative and positive attitude.
• Strong organizational skills and ability to multitask under tight deadlines.

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 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

Data analysis

Financial analysis

Communication

Project coordination

Education

Bachelor's degree

CPA candidacy or designation

Advanced degree

Job description

Baker Tilly US is seeking an Analyst to join the Transaction Advisory Services team in Philadelphia. You will deliver due diligence and transaction advisory services, supporting private equity, banks, and corporate clients on complex financial needs.

The role involves data gathering, quality of earnings prep, and financial analysis of target companies, with opportunities for career growth within a fast-paced, collaborative environment.