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Manager – Transaction Advisory Services, Health Care
Baker Tilly US. Provide buy-side and sell-side financial due diligence and transaction advisory services .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial due diligence and transaction advisory services, particularly within the health care sector, while effectively communicating insights and fostering strong client relationships.
Highest-signal resume keywords
Financial Due DiligenceTransaction AdvisoryHealth Care Industry ExperienceCertified Public Accountant (CPA)Complex Financial Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisQuality Of Earnings ReportsIntermediate Excel SkillsData-Driven InsightsModeling
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationOrganizational SkillsTeam CollaborationPositive Attitude
Certifications & Qualifications
Certified Public Accountant (CPA)
Industry Keywords
Buy-Side TransactionsSell-Side TransactionsClient ServiceNetworkingProfessional Development
About the role
Key responsibilities & impact- Provide buy-side and sell-side financial due diligence and transaction advisory services
- Gather data, review documents, and prepare quality of earnings reports
- Research and perform financial analysis of target companies primarily in the health care space
- Conduct due diligence for buy-side and sell-side transactions
- Communicate with clients to ensure exceptional client service
- Participate in firm marketing and recruiting activities
- Network and build strong internal and external relationships with clients and the community
- Invest in individual professional development and firm-wide learning programs
- Support team-member growth and development through the Baker Tilly Care and Teach philosophy
- Work side-by-side with firm leadership to serve clients and build the business
Requirements
What you’ll need- 5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
- At least one year of Transaction Advisory or Financial Due Diligence experience preferred
- Health care industry experience preferred
- Relevant bachelor’s degree in accounting, finance or related
- Certified public accountant (CPA) preferred, not required
- High motivation, initiative and positive attitude
- Excellent organizational skills with ability to multitask and handle multiple priorities
- Intermediate modeling and Excel skills
- Experience conducting complex quantitative and qualitative financial analysis
- Ability to generate 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
- Ability to comfortably interact with senior-level client personnel, including supporting executive briefings
Benefits
Comp & perks- Flexibility in how and where you get your work done
- My Time Off
- My Development
- Dress for Your Day
- Structured professional development programs
- Firm-wide learning and development programs
- Opportunities for career development and advancement
- Comprehensive compensation and benefits package