Transaction Advisory, Senior Consultant

Irvine, CA, United States

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our Transaction Services practice within our Corporate Finance and Forensics practice, we are seeking to add a Senior Analyst or Manager to our Transaction Services team in our Chicago, DC, or Los Angeles office. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.

Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

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.

Participate in various marketing and recruiting activities of the firm.

Opportunities for career development and to advance within the transaction advisory services group.

Qualifications

Requirements for Senior Analysts: Bachelor's degree in Accounting required and a CPA designation are preferred.

Two (2) plus years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience.

Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus.

Requirements for Manager: Bachelor's degree in Accounting is required and a CPA designation is preferred.

Six (6) plus years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience.

Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus.

Both Require: 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 and ability to generate data-driven insights

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

Additional Information

For California, Colorado, New York and Washington: The compensation range for this role is $86,660 to $187,790. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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