Senior – Transaction Advisory Services

Baker Tilly US

. Provide due diligence and transaction advisory services to clients with complex financial needs .

Posted 9/17/2026full-timeChicago • California • United StatesSenior💰 $96,290 - $144,450 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in transaction advisory services, including due diligence and financial analysis, with a strong foundation in accounting principles. Capable of delivering exceptional client service while managing multiple priorities and leading initiatives effectively.

Highest-signal resume keywords

Bachelor's Degree In AccountingCPA DesignationTransaction Services ExperienceFinancial Analysis SkillsIntermediate Excel Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Due DiligenceQuality Of Earnings ReportsFinancial AnalysisModelingData-Driven Insights

Soft Skills

Excellent Organizational SkillsVerbal And Written CommunicationAbility To MultitaskHigh MotivationTeam Collaboration

Certifications & Qualifications

CPACFECFA

Industry Keywords

Transaction Advisory ServicesCorporate FinanceBuy-Side TransactionsSell-Side TransactionsProfessional Services Firm

About the role

Key responsibilities & impact

Provide due diligence and transaction advisory services to clients with complex financial needs
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
Participate in firm marketing and recruiting activities
Pursue career development and advancement within the transaction advisory services group

Requirements

What you’ll need

Bachelor's degree in Accounting required
CPA designation preferred
At least three (3) years of relevant experience required, ideally 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 highly preferred
Professional designations or candidacy (CFE, CFA, etc.) and/or an advanced degree are a plus
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
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 preparation of and participating in executive briefings

Benefits

Comp & perks

Continuous learning and development programs
Comprehensive compensation and benefits package for eligible employees
Career development opportunities
Opportunities to advance within the transaction advisory services group