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Senior Manager - Transaction Advisory Services

Baker Tilly

Baker Tilly

Consulenza fiscale e revisione dei conti

Portland, OR - USA

Senior Manager / Direttore di funzione

Experteer Overview

As Senior Manager in Transaction Advisory, you guide due diligence and financial analysis for buy- and sell-side engagements, shaping advisory outcomes for middle-market clients. You will collaborate with firm leadership to grow the practice and develop junior team members while delivering high-quality client service. The role offers autonomy, cross-functional exposure, and opportunities to advance within a fast-growing advisory team. You will leverage your accounting and advisory expertise to drive data-driven insights and strategic decision-making.

Retribuzione / Benefits

  • autonomy to own your schedule
  • My Time Off
  • My Development
  • Dress for Your Day! program
  • comprehensive compensation and benefits package

Responsabilità

  • Data gathering, quality of earnings reports, and document preparation
  • Financial analysis and research of target companies
  • Due diligence for buy-side and sell-side transactions
  • Client communication to ensure exceptional service
  • Participate in marketing and recruiting activities
  • Pursue professional development and firm-wide learning
  • Mentor and develop teammates through Baker Tilly Care and Teach
  • Build and nurture relationships with clients and community
  • Support engagement team growth and leadership development

Requisiti fondamentali

  • 8+ years in a large accounting firm in audit, financial advisory or transaction services
  • Relevant bachelor's degree in accounting, finance or related
  • CPA certification preferred
  • Strong organizational skills and multitasking ability
  • Intermediate modeling and Excel skills with data-driven analysis capability
  • Ability to work autonomously and meet tight deadlines in a fast-paced environment
  • Excellent verbal and written communication and ability to present analyses to management
  • Ability to collaborate with clients and team members at all levels
  • Comfort interacting with senior client personnel and supporting executive briefings

Descrizione della posizione

As Senior Manager in Transaction Advisory, you guide due diligence and financial analysis for buy- and sell-side engagements, shaping adviso…
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