Beatrice Martinez
Senior Manager Transaction Services at Baker Tilly
- Role
- Senior Manager at Baker Tilly US
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Beatrice Martinez
With 8+ years of specialized experience in transaction advisory, I’ve had the privilege of partnering with clients across diverse industries to navigate the complexities of M&A transactions. My passion lies in beauty and personal care products, where I’ve developed a deep industry focus, alongside a broad expertise in general consumer products.I work with clients on both the sell-side and buy-side, collaborating with private equity firms and strategic buyers to deliver actionable insights and drive successful outcomes. From crafting robust financial analyses to identifying value drivers, I help clients make informed decisions that shape their growth strategies.I thrive on building strong relationships, uncovering opportunities, and providing clarity in the high-stakes world of transactions. Let’s connect if you’re interested in discussing how I can help your business maximize value in the deal process!
Experience
Senior Manager
Jun 2025 — Present · Orange County, CA, US
Moss Adams and Baker Tilly combined in 2025.
Education
CFA Institute
CFA level II candidate
Concordia University Irvine
Master of Business Administration (M.B.A.), Finance
2014 — 2015
Concordia University Irvine
Bachelor of Business Administration (B.B.A.), Management
2012 — 2014
Skills
- Manufacturing
- Microsoft Excel
- Financial Analysis
- Forecasting
- Leadership
- Marketing Strategy
- Accounting
- Research
- Marketing
- Financial Reporting
- Sales Management
- Public Speaking
- Analysis
- Budgets
- Microsoft Office
- Sales
- Customer Service
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