Transaction Advisory Manager

Baker Tilly is currently seeking to add a Manager to its growing Transaction Advisory Practice in Tewksbury, MA.

Responsibilities
• Coordinate with customers to compile necessary documentation to complete quality of earnings reports;
• Summarize and analyze financial data provided by business owners, financial management, investors, and other parties.

• Develop, populate and review complex financial models;
• Perform in-depth client, industry, competitor and market research;
• Prepare quality of earnings reports for management review
• Communicate with business owners, financial management, investors, and other parties to ensure delivery of exceptional client service.

• Develop and maintain relationships with colleagues in the firm, other service lines and engagement/project teams.

Qualifications Successful candidates will meet the following requirements:
• Bachelor’s Degree in Finance, Accounting, Engineering, Computer Science, or business-related field preferred
• 5
– 7 years of relevant work experience
• CPA or CFA designation or candidacy a plus;
• Demonstrated analytical, problem-solving, organizational, interpersonal, project management and communication skills required;
• Excellent written, verbal and presentation skills;
• Ability to prioritize and lead multiple projects while working under tight deadlines when necessary;
• Possess great interpersonal skills and building strong client relationships;
• Possess the ability to work independently as well as within a team;
• Proficiency with Microsoft Office programs especially Microsoft Excel and Microsoft PowerPoint;
• Interest or experience with computer programming is a plus.

Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S.

and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago.

Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Many of Baker Tilly’s roles have the opportunity to work remotely.

Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Related Post

Sales ManagerSales Manager

The most important aspects of a sales career are income potential and stability – Colonial Life has both. Bring your entrepreneurial spirit, sales ability, and drive; we’ll provide the rest.Successful