Senior Manager - Transaction Advisory Services

Baker Tilly

Auditing and Tax Consulting

Portland, OR - USA

Director

Experteer Overview

As Senior Manager in Transaction Advisory, you guide due diligence and financial analysis for buy- and sell-side engagements, shaping advisory outcomes for middle-market clients. You will collaborate with firm leadership to grow the practice and develop junior team members while delivering high-quality client service. The role offers autonomy, cross-functional exposure, and opportunities to advance within a fast-growing advisory team. You will leverage your accounting and advisory expertise to drive data-driven insights and strategic decision-making.

Compensation / Benefits

autonomy to own your schedule
My Time Off
My Development
Dress for Your Day! program
comprehensive compensation and benefits package

Responsibilities

Data gathering, quality of earnings reports, and document preparation
Financial analysis and research of target companies
Due diligence for buy-side and sell-side transactions
Client communication to ensure exceptional service
Participate in marketing and recruiting activities
Pursue professional development and firm-wide learning
Mentor and develop teammates through Baker Tilly Care and Teach
Build and nurture relationships with clients and community
Support engagement team growth and leadership development

Key requirements

8+ years in a large accounting firm in audit, financial advisory or transaction services
Relevant bachelor's degree in accounting, finance or related
CPA certification preferred
Strong organizational skills and multitasking ability
Intermediate modeling and Excel skills with data-driven analysis capability
Ability to work autonomously and meet tight deadlines in a fast-paced environment
Excellent verbal and written communication and ability to present analyses to management
Ability to collaborate with clients and team members at all levels
Comfort interacting with senior client personnel and supporting executive briefings

high motivation initiative positive attitude intermediate modeling Excel complex quantitative and qualitative financial analysis

Description

As Senior Manager in Transaction Advisory, you guide due diligence and financial analysis for buy- and sell-side engagements, shaping adviso…

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