Job DescriptionJob Summary:The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
Job Duties:- Plans and oversees the due diligence process and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products
- Analyzes financial forecasts, historical earnings, assets and liabilities of target client
- Performs industry and company research
- Collects information from all available sources related to the target client's business, securities, intellectual properties, real estate and other assets
- Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
- Assists in identifying risks and issues related to integration planning, timelines and functional areas
- Identifies and proposes appropriate resolutions to critical issues related to the M&A process
- Composes financial analysis report for presentations to assist target clients in evaluating M&A decisions
- Manages the relationship and information flow between BDO and the target client
- Partners with Transactional Services Senior Manager and Principal/Director to identify and pursue business development opportunities through industry and network relationships
- Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients
- Other duties as required
Supervisory Responsibilities:- Schedules and supervises the tasks and project assignments of (Senior) Analysts
- Reviews work product prepared by (Senior) Analysts and provides review comments
- Acts as a Career Advisor to (Senior) Analysts by identifying and providing on-the-job and formal training and professional development opportunities
- Provides verbal and written performance feedback to (Senior) Analysts throughout the fiscal year and as part of the annual performance review process
Qualifications, Knowledge, Skills and Abilities:Education:- Bachelor's degree in Accounting, Business Administration, or Finance, required
- MBA, preferred
Experience:- Six (6) or more years of public accounting experience or four (4) or more years of TAS Merger & Acquisition specific experience at a mid/large firm, required
- Experience interacting and working directly with C-level personnel, preferred
License/Certifications:- CPA, CPA candidate, or CA, preferred
Software:- Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint, required
- Prior exposure utilizing IDEA is beneficial, preferred
Language:Other Knowledge, Skills & Abilities:- Strong verbal and written communication skills, specifically business writing aptitude
- Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
- Exhibits executive presence
- Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
- Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
- Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to benefit the buyer
- Required to maintain the highly confidential nature of information
- Excellent project management skills with ability to produce quality work project with an attention to detail
- Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
- Knowledge of IFRS desirable
- Ability to travel as needed
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
Massachusetts Range: $130,000 - $160,000
New Jersey Range: $130,000 - $160,000
NYC/Long Island/Westchester Range: $140,000 - $170,000
