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Associate – Transaction Advisory Services
Baker Tilly US. Provide due diligence and transaction advisory services to clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in due diligence and transaction advisory services, with strong capabilities in financial analysis and client communication. Proven ability to manage multiple priorities and deliver quality results in fast-paced environments.
Highest-signal resume keywords
Due DiligenceTransaction AdvisoryFinancial AnalysisClient CommunicationAudit Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quality Of Earnings ReportsData GatheringDocument ReviewFinancial AnalysisTransaction Advisory Services
Soft Skills
Excellent Organizational SkillsMultitaskingPositive AttitudeVerbal CommunicationWritten Communication
Certifications & Qualifications
CPAAdvanced Degree
Industry Keywords
Buy-Side TransactionsSell-Side TransactionsCorporate FinanceClient ServiceExecutive Briefings
About the role
Key responsibilities & impact- Provide due diligence and transaction advisory services to clients
- Interact directly with Partners on client and engagement management matters
- Gather data, review documents, and prepare quality of earnings reports
- Research and perform financial analysis of target companies
- Conduct due diligence for buy-side, sell-side, and corporate finance transactions
- Communicate with clients to ensure exceptional client service
Requirements
What you’ll need- Bachelor's degree required
- At least one year of related experience required
- Experience in Audit or Transaction Advisory preferred
- Professional designations or candidacy (CPA) and/or an advanced degree are a plus
- High motivation, initiative and positive attitude
- Excellent organizational skills with demonstrated ability to multitask and handle multiple priorities
- Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities
- Excellent verbal and written communication skills
- Experience presenting analyses to management
- Ability to lead and drive initiatives
- Ability to work effectively in a team environment with all levels of client personnel
- Ability to comfortably interact with senior-level client personnel, including supporting and participating in executive briefings
Benefits
Comp & perks- Continuous learning and development programs
- Opportunities for career development and advancement within the transaction advisory services group