Senior, Transaction Advisory Services – Health Care

Baker Tilly US

. Provide buy-side and sell-side due diligence and transaction advisory services to clients .

Posted 10/2/2026full-timeUnited StatesSenior💰 $96,290 - $144,450 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in due diligence and transaction advisory services, with strong capabilities in financial analysis, client communication, and project management. Proficient in Excel modeling and delivering quality of earnings reports while effectively collaborating with diverse client personnel.

Highest-signal resume keywords

Due Diligence ExperienceFinancial AnalysisQuality Of Earnings ReportsCPA DesignationExcel Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDue DiligenceQuality Of Earnings ReportsExcel ModelingData-Driven InsightsTransaction ServicesAuditsQuantitative AnalysisQualitative AnalysisClient Engagement Management

Soft Skills

Excellent CommunicationOrganizational SkillsMultitaskingTeam CollaborationPositive Attitude

Certifications & Qualifications

CPACFECFA

Industry Keywords

Buy-SideSell-SideTransaction Advisory ServicesProfessional ServicesClient Service

About the role

Key responsibilities & impact

Provide buy-side and sell-side 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 deliver exceptional client service
Participate in firm marketing and recruiting activities
Support 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, 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 demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and Excel skills
Experience conducting complex quantitative and qualitative financial analysis and generating 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 across various industries
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 and advancement within the transaction advisory services group