Transaction Advisory Associate: Due Diligence & Analysis

Baker Tilly Advisory Group, LP; Portland (OR); On-site; USD 58,000 - 100,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Portland, OR is seeking an Analyst to support our Transaction Advisory Services practice. You will provide due diligence and transaction advisory services to clients across a diverse range of industries, including private equity funds, banks, and corporate clients.

This role offers exposure to private and public company engagements with a path for growth within the team. As part of the team, you will interact with Partners, assist with financial analyses, and

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, meet tight deadlines, and 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.

Skills

Excellent communication

Multitasking

Team collaboration

Client service

Education

Bachelor's degree

CPA designation or candidacy / advanced degree

Job description

Baker Tilly Advisory Group, LP in Portland, OR is seeking an Analyst to support our Transaction Advisory Services practice. You will provide due diligence and transaction advisory services to clients across a diverse range of industries, including private equity funds, banks, and corporate clients.

This role offers exposure to private and public company engagements with a path for growth within the team. As part of the team, you will interact with Partners, assist with financial analyses, and