Senior Associate - Corporate Finance Advisory

Senior Associate - Corporate Finance Advisory

Responsibilities

• Support financial analysis and modeling engagements, including forecasting, scenario analysis, financing evaluations, and cash flow assessments.
• Assist in developing budgets, rolling forecasts, KPIs, and performance dashboards aligned with client objectives.
• Compile, organize, and analyze financial and operational data to identify trends and support strategic decision-making.
• Conduct research and due diligence activities related to mergers, acquisitions, and other strategic initiatives.
• Prepare client deliverables, reports, and presentation materials while maintaining high standards of accuracy and quality.
• Participate in client meetings and support engagement delivery through proactive communication and collaboration.
• Build and maintain financial models to support business performance analysis and scenario planning.
• Collaborate with team members to improve reporting tools, processes, and client solutions.
• Manage multiple priorities and deliverables within a fast-paced advisory environment.
• Continue developing technical, analytical, and consulting skills through hands-on project exposure.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.

• Minimum 3 years of relevant experience in finance, consulting, business advisory, or related areas.

• Strong proficiency in Microsoft Excel, Word, and PowerPoint.

• Strong analytical, organizational, and problem-solving skills.

• Excellent verbal, written, and interpersonal communication abilities.

• Familiarity with US GAAP is a plus.

• Experience with Power BI, coding, or other FP&A and data visualization tools is preferred.

• Ability to work effectively in a collaborative, fast-paced, and evolving environment.

• Eagerness to learn, adapt, and contribute to high-impact client engagements.

• About Baker Tilly

• Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

• Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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