Senior - Transaction Advisory Services

About the role

At Baker Tilly we invest in our people through continuous learning and development programs. As the Transaction Services practice within our Financial Advisory practice expands, we are seeking a Senior Consultant to 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. This multi‑faceted client portfolio offers staff a variety of opportunities across numerous industries and a constant flow of challenging, meaningful work.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management.
• 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 of the firm.
• Engage in career‑development opportunities and advance within the transaction advisory services group.

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 and related services 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 handle multiple priorities appropriately.
• 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 ability to lead and drive initiatives.
• 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 supporting the preparation of and participating in executive briefings.

Pay

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

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.