Transaction Advisory Manager – Due Diligence & Analytics

Baker Tilly US; San Diego (CA); On-site; USD 126,000 - 182,000; Full time

Job summary

Baker Tilly is seeking a Manager to join the Transaction Advisory Service team within the Financial Advisory Services group. You will provide due diligence and transaction advisory services to clients, working with firm leadership to help meet financial needs and create value across engagements.

The role offers growth, flexibility in how and where you work, and meaningful client relationships. Successful candidates will bring 5+ years in large accounting firms in audit/advisory, strong

Qualifications

• 5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines.
• Relevant bachelor’s degree in accounting, finance or related.
• Certified public accountant (CPA) preferred, not required.
• High motivation, initiative and positive attitude.
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately.
• Intermediate modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis.
• 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

• Data gathering and quality of earnings reports preparation.
• Research and financial analysis of target companies.
• Due diligence for both buy side and sell side transactions.
• Communication with clients to ensure delivery of exceptional client service.
• Participate in various marketing and recruiting activities of the firm.
• Opportunities for career development and to advance within the transaction advisory services group.
• Utilize entrepreneurial skills to network and build relationships internally and externally with clients.
• Invest in professional development through firm learning programs.
• Support growth and development of team members through Baker Tilly Care and Teach philosophy.

Skills

Financial analysis

Communication

Multitasking

Autonomy

Excel modeling

Education

Bachelor’s degree in accounting/finance

CPA preferred

Tools

Excel

Financial modeling

Job description

Baker Tilly is seeking a Manager to join the Transaction Advisory Service team within the Financial Advisory Services group. You will provide due diligence and transaction advisory services to clients, working with firm leadership to help meet financial needs and create value across engagements.

The role offers growth, flexibility in how and where you work, and meaningful client relationships. Successful candidates will bring 5+ years in large accounting firms in audit/advisory, strong