Senior Consultant, Transaction Advisory jobs in United States
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Baker Tilly US ยท 1 day ago

Senior Consultant, Transaction Advisory

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Senior Consultant in Transaction Advisory will provide due diligence and transaction advisory services to clients, ensuring their complex financial needs are met.

Accounting
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

CPA designationTransaction services experienceFinancial analysisExcel skillsCFECFA designationVerbalOrganizational skillsWritten communicationTeamworkPositive attitude

Required

Bachelor's degree in Accounting required
Between two (2) to four (4) years of experience 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
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 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
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

Preferred

CPA designation
Professional designations or candidacy (CFE, CFA, etc.)
Advanced degree

Company

Baker Tilly US

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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.

H1B Sponsorship

Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)

Funding

Current Stage
Late Stage

Leadership Team

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Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
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Caleb Tollefson
CFO Advisory Manager
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Company data provided by crunchbase