Associate – Transaction Advisory Services

Baker Tilly US

Analyst in Transaction Advisory Services providing due diligence and financial analysis for varied clients. Opportunities to work with private equity, banks, and business development companies from a leading advisory firm.

Posted 7/28/2026full-timeChicago • California, Illinois, Massachusetts, Oregon • 🇺🇸 United StatesJuniorMid-Level💰 $63,490 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client and engagement management, financial analysis, and due diligence for transactions. Strong communication skills are essential for delivering exceptional client service and interacting with senior-level personnel.

Highest-signal resume keywords

Client Engagement ManagementFinancial AnalysisDue DiligenceAudit ExperienceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data GatheringDocument ReviewQuality of Earnings ReportsResearchTransaction Advisory

Soft Skills

Organizational SkillsMultitaskingPositive AttitudeAutonomyTeam Collaboration

Certifications & Qualifications

CPAAdvanced Degree

Industry Keywords

Buy Side TransactionsSell Side TransactionsCorporate FinanceClient ServiceExecutive Briefings

About the role

Key responsibilities & impact

Interact directly with Partners on matters related to client and engagement management
Data gathering, document review and preparation of quality of earnings reports
Research and financial analysis of target companies
Due diligence for both buy side, sell side, and corporate finance transactions
Communication with clients to ensure delivery of exceptional client service

Requirements

What you’ll need

Bachelor's degree required
At least one year of related experience required
Experience in Audit or Transaction Advisory preferred
Professional designations or candidacy (CPA) 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
Ability to work autonomously, to meet tight deadlines, and to 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 and thrive 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

Health insurance
Professional development opportunities
Opportunities for career development and to advance within the transaction advisory services group