Overview

Baker Tilly is a leading advisory, tax and assurance firm providing clients a broad advantage in major regions and financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services in accordance with professional standards. They are independent members of Baker Tilly International, with 43,000 professionals globally.

Please discuss the work location with Baker Tilly talent acquisition professionals for opportunity requirements.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants receive consideration without regard to legally protected bases.

Job Description

As a Senior Analyst in Transaction Services, you will provide due diligence and transaction advisory services for clients' complex financial needs. Clients include private/public companies, private equity funds, banks, and more, offering diverse and challenging work.

• Interact with Partners on client and engagement matters.
• Data gathering, document review, preparing quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for buy side, sell side, and corporate finance transactions.
• Communicate with clients to ensure exceptional service.
• Participate in marketing and recruiting activities.
• Opportunities for career development and advancement within the group.

Qualifications

• Bachelor's degree in Accounting required; CPA preferred.
• 2 to 4 years in mid/large professional services with audits and at least 2 years transaction services/due diligence experience.
• Professional designations (CFE, CFA) or advanced degree a plus.
• High motivation, initiative, positive attitude.
• Excellent organizational and multitasking skills.
• Intermediate modeling and Excel skills; ability to conduct complex financial analysis and generate insights.
• Ability to work autonomously, meet deadlines, and thrive in fast-paced environments.
• Excellent communication and presentation skills; leadership abilities.
• Effectiveness in team environments, interacting with all levels in various industries.
• Comfort engaging with senior client personnel including executive briefings.

The compensation range is $86,660 to $164,300, influenced by skills, experience, qualifications, and location.