Senior Manager - Transaction Advisory Services
Jobtailor
Provide due diligence and transaction advisory services to clients Gather data, review documents and prepare quality of earnings reports Research and conduct financial analysis of target companies Perform due diligence for buy-side and sell-side transactions Communicate with clients to ensure exceptional client service Work side-by-side with firm leadership to serve clients and build the business Participate in firm marketing and recruiting activities Network and build strong internal and external relationships with clients and the community Invest in individual professional development and firm-wide learning programs Support team member growth through the Baker Tilly Care and Teach philosophy Requirements 8+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines Relevant bachelor’s degree in accounting, finance or related Certified Public Accountant (CPA) certification preferred High motivation, initiative and positive attitude Excellent organizational skills with demonstrated 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 Core Competencies Demonstrates expertise in due diligence and financial analysis, with a strong focus on client service and relationship building. Proficient in financial modeling and analysis, with a commitment to professional development and team growth. Highest-signal resume keywords Due Diligence Services Financial Analysis Certified Public Accountant (CPA) Excel Skills Client Communication Hard Skills Financial Advisory Quality of Earnings Reports Quantitative Analysis Qualitative Analysis Data-Driven InsightsFinancial Modeling Audit Experience Transaction Services Multitasking Deadline Management Soft Skills Organizational Skills Positive Attitude Team Collaboration Initiative Communication Skills Certifications & Qualifications Certified Public Accountant (CPA) Industry Keywords Accounting Financial Services Transaction Advisory Client Service Executive Briefings #J-18808-Ljbffr Jobtailor
- Baker Tilly US is seeking a Manager for their Transaction Advisory Service team in Phoenix, Arizona. This role focuses on providing due diligence and transaction advisory services to clients, contributing to their complex financial needs. The Manager will collaborate closely...Senior
$124k - $280k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob Description &... ...Accounting Advisory Services - Senior Manager, you will provide strategic... ...accounting, financial reporting, transaction structures, and capital markets...SeniorFull timeH1b$124k - $280k
...Deals Capital Markets Accounting Advisory Services Senior Manager The Opportunity As a Deals Capital Markets Accounting Advisory Services... ...broad range of technical accounting, financial reporting, transaction structures, and capital markets topics. Within our Deals...SeniorH1b$96.29k - $144.45k
...Baker Tilly is a leading advisory, tax and assurance... ...provide professional services through an alternative... ...continue to grow our Transaction Services practice within... ...are seeking to add a Senior Consultant to our team... ...client and engagement management. Gather data, review...SeniorLocal areaWorldwideShift work$126k - $182k
...Manager, Transaction Advisory Service We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial... ...various industries ~ Ability to comfortably interact with senior level client personnel, including supporting the...SuggestedShift work$126k - $182k
We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity... ...industries Ability to comfortably interact with senior level client personnel, including supporting the preparation...Local areaShift work- Baker Tilly US is seeking a Senior Consultant in Phoenix, Arizona, to provide transaction advisory services as part of its Financial Advisory practice. The role involves direct client interaction, conducting due diligence, and financial analysis for a diverse client base...Senior
$150.4k - $343.6k
...transformation agendas, Global Business Services (GBS) has become a strategic... ...a Global Business Services Senior Manager to join our growing practice... ...GBS and outsourcing advisory offerings and reusable... ...global leader in assurance, tax, transaction and advisory services, we...SeniorWork experience placementSummer holidayFlexible hours$77k - $202k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob Description... ...Accounting Advisory Services - Senior Associate, you will provide strategic... ...accounting, financial reporting, transaction structures, and capital markets...SeniorFull timeH1b- ...Group is a specialized professional services firm of Big 4 alumni and top-tier... ...needs, including Accounting Advisory, Financial Operations, IPO, M&A, and Managed Services. Responsibilities: We are... ...AccountingDesired Skills & Experience:· A Senior Manager at this level will be...SeniorFull timeWork at officeRemote work
- ...1(k) matching and financial advisory servicesTeam and community engagement... ...buy-side and sell-side transactions, which includes:Data... ...leaders on a daily basisLeading management meetingsPreparing and reviewing... ...audits and related services for a diverse client base, and...Full timeWork at office
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$99k - $232k
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- Gartner is seeking an Executive Partner to advise CIOs and senior IT leaders within Executive Programs and SLG. You will leverage strategic... ...team, and present at local ExP events while shaping innovative advisory offerings and strengthening client relationships. #J-18808-...SeniorLocal area
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- Ricoh USA, Inc. is seeking a Legal Senior Onsite Service Specialist to provide direct hands-on support within a legal office environment. You... ...with senior attorneys and clients. The role reports to Site Manager or Assistant Site Manager and requires strong customer service...SeniorWork at office
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- TruBlue Home Service Ally in Phoenix is seeking a Senior Estimator to lead our estimating process and act as a primary customer-facing representative. You will meet with homeowners, property managers, and commercial clients to understand needs, develop scopes of work,...Senior
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- PetSmart is searching for a Sr. Director of Salon Service Delivery based in Phoenix, Arizona. This role focuses on leading operational strategies and improving service quality across its Salon business. The ideal candidate will have extensive experience in operational execution...Senior
- Munters seeks a Service Project Manager to lead HVAC-focused service projects, manage schedules, budgets, and warranty delivery, and serve as the primary post-installation contact for customers. You will coordinate with engineering, sales, and field teams, handle change...SeniorRemote jobFor subcontractor
- Columbia Bank in Phoenix, AZ seeks a senior leader to oversee loan servicing operations, ensure accuracy, and deliver exceptional customer service. You will shape policies, manage budgets, and drive continuous improvement across the department. You will lead a team of...Senior
- Aline Accounting Partners in Phoenix, AZ seeks an experienced tax leader to manage a client portfolio and deliver trusted tax advisory. This role focuses on building deep client relationships through proactive communication and strategic planning. The candidate will review...Senior
- ...full-time basis without employer sponsorship.Schwab’s Workplace Services (WS) team is responsible for serving client needs across our... ..., and our Designated Brokerage Services business. The Senior Manager, Stock Plan Services International Participant Product will be...SeniorFull timeWork at office
- Aramark seeks a Food Service Director to lead dining operations, develop menus, and deliver customer-focused dining solutions. You will... .... Responsibilities include recruiting and developing teams, managing budgets, and aligning operations with the client’s mission across...Senior
$105k - $115k
...‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest... ...impact at scale.Job Description:Job Summary:The Sr. Project Manager of Client Services serves as a key leader in managing strategic...SeniorFull timeLocal areaWork visa$15.5 - $17 per hour
European Wax Center in Phoenix, AZ is seeking a Lead Guest Service Associate to provide outstanding guest service in a fast-paced, sales-driven environment. This in-person role emphasizes greeting guests, promoting services, and contributing to center revenue. The position...SeniorHourly payFull timePart time
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