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, quality of earnings reporting, and client communication. Proficient in Excel modeling and able to manage multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Due Diligence ExperienceFinancial AnalysisQuality Of Earnings ReportingCPA DesignationExcel Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDue DiligenceQuality Of Earnings ReportingExcel ModelingQuantitative AnalysisQualitative AnalysisTransaction Advisory ServicesData-Driven InsightsClient Engagement ManagementAudit Services

Soft Skills

Excellent CommunicationOrganizational SkillsMultitaskingTeam CollaborationPositive Attitude

Certifications & Qualifications

CPACFECFA

Industry Keywords

Buy-SideSell-SideCorporate FinanceProfessional 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 ensure exceptional client service
Participate in firm marketing and recruiting activities
Advance 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 a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and Excel skills
Experience conducting complex quantitative and qualitative financial analysis and 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 in various industries
Ability to comfortably interact with senior-level client personnel, including supporting the preparation of and participating in executive briefings

Benefits

Comp & perks

Continuous learning and development programs
Career development opportunities
Comprehensive compensation and benefits package for eligible employees