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Check with seller Valuation Financial Analyst Milwaukee

Published date: April 3, 2022
  • Location: Milwaukee, Wisconsin, United States

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 146 territories, with 36,000 professionals. The combined worldwide revenue of independent member firms is $3.9 billion. Visit or join the conversation on LinkedIn, Facebook and Twitter.

It’s an exciting time to join Baker Tilly!

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.

We are currently searching for a Financial Analyst to join our Baker Tilly Valuation practice as a critical part of our talented team. This role will work with a select group of professionals aligned in an entrepreneurial environment, providing valuation services to clients.

The ideal candidate will demonstrate strong client development and relationship skills, efficient problem-solving skills and the ability to develop spreadsheet models that include complex spreadsheet analyses. In addition, detailed review and analysis of economic information, industry trends, financial statements, merger and acquisition transactions, and public company information.

Assist with projects which will include valuations for financial reporting purposes, purchase price allocation, business unit and asset impairment valuations, intellectual property valuations, intangible asset valuations, and stock option valuations for multiple industries.
Summarize financial data in complex spreadsheets and analyze the underlying data
Summarize analysis performed in written form to be shared with the client as a deliverable
Preparation of business valuation reports

Degree in Finance, Accounting, or related field
Financial analysis experience including financial statement analysis
Ability to manage multiple projects and deadlines
Excellent written and verbal communication skills
Ability to work effectively with clients and team members
Demonstrate positive attitude and high ethical standards
Demonstrated analytical, problem-solving, organizational, interpersonal, and communication skills
Ability to provide exceptional client service through a demonstrated commitment to quality and the timely completion of duties
Extensive knowledge of Microsoft Office Excel

Preference will be given to candidates with the following:
Attainment of or progress toward Chartered Financial Analyst (CFA), Accredited Senior Appraiser (ASA), or other valuation designations
Two to five years of valuation experience


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