Transaction Advisory, Senior Associate at Baker Tilly in Frisco, Texas

Job Description:

Overview



Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.


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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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 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.


• 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 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.


• Between six (6) to ten(10) 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 $104,470 to $225,850. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Apply Now