Senior - Transaction Advisory Services

About the role

Baker Tilly is a leading advisory, tax and assurance firm with a global presence across major U.S. regions and international financial centers. The firm’s Transaction Services practice within Financial Advisory is expanding, and the Senior Consultant will provide due diligence and transaction advisory services to a diverse client base that includes privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. Discuss work‑location status with a Baker Tilly talent acquisition professional to understand specific requirements.

Responsibilities

• Interact directly with Partners on client and engagement management matters.
• Gather data, review documents, and prepare quality‑of‑earnings reports.
• Research and conduct financial analysis of target companies.
• Perform due diligence for buy‑side, sell‑side, and corporate finance transactions.
• Communicate with clients to ensure delivery of exceptional service.
• Participate in various marketing and recruiting activities for the firm.

Qualifications

• Bachelor’s degree in Accounting (required); CPA designation preferred.
• At least three (3) years of relevant experience, ideally in a mid‑ to large‑size professional services firm performing audits for a diverse client base.
• At least two (2) years of transaction services/due diligence experience (highly preferred).
• Professional designations or candidacy (CFE, CFA, etc.) and/or an advanced degree are a plus.
• High motivation, initiative, and positive attitude.
• Excellent organizational skills with the ability to multitask and manage multiple priorities.
• Intermediate modeling and Excel skills; experience conducting complex quantitative and qualitative financial analysis and generating data‑driven insights.
• 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 leading initiatives.
• Proven ability to work effectively in a team environment with all levels of client personnel across various industries.
• Comfortable interacting with senior‑level client personnel, including preparing and participating in executive briefings.

Pay

The pay range for this position is $96,290 – $144,450. Actual compensation is influenced by factors such as skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.