Bachelor's degree in Accounting, Business Administration, or Finance required
7+ years of public accounting experience required
4+ years of Transaction Advisory Services (TAS) experience preferred
Experience working directly with C-level personnel preferred
CPA or CA certification preferred
Proficient in Microsoft Office Suite, especially Word, Excel, and PowerPoint
Strong verbal and written communication skills, particularly in business writing
Responsibilities
Plan and oversee the due diligence process, ensuring quality service delivery
Act as primary contact for C-level personnel during due diligence
Analyze financial forecasts, quality of earnings, and asset/liability evaluations
Conduct industry research and gather information on target clients
Lead interviews with C-level personnel to support financial analysis
Identify risks and issues for incorporation into purchase agreements
Propose timely resolutions for critical M&A-related issues
Oversee the composition of financial due diligence reports, highlighting key deal issues
Manage relationships and information flow between BDO, clients, and target companies
Pursue business development opportunities through networking
Develop proposal documents and conduct presentations for new clients
Collaborate with management to promote TAS services and identify cross-selling opportunities
Benefits
Collaborative and team-oriented work environment
Opportunities for professional development and training
Engagement with C-level executives and high-profile clients
Exposure to diverse industries and complex transactions
Potential for business development and networking opportunities
Full Job Description
Job Description
Job Summary:
The Transaction Advisory Services Senior Manager is responsible for managing financial, accounting and operational due diligence engagements.
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
Acts as primary contact for C-level personnel for the duration of due diligence process
Analyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets and liabilities of target client
Performs industry and company research, and collects information from available sources related to target client's business
Leads on-site and/or phone interviews with C-level personnel at target client to gather relevant information in support of the financial analysis
Leads team in identifying risks and issues related to the transaction for incorporation into purchase agreements
Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A process
Leads the narrative planning session prior to the writing of the financial due diligence report, and oversees composition of the financial due diligence report, highlighting the key deal-related issues impacting the proposed transaction
Manages the relationship and information flow between BDO, client and target company
Identifies and pursues business development opportunities through industry and networking relationships
Manages the development of proposal documents, and conducts presentations in pursuit of acquiring new clients
Partners with management members of BDO offices to identify and promote the services of the TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business lines
Other duties as required
Supervisory Responsibilities:
Schedules and supervises the tasks and project assignments of TAS Senior Associates and Managers
Reviews work product prepared by TAS Senior Associates and Managers, and provides review comments and edits, as necessary
Partners with Directors within the TAS practice to provide verbal and written performance feedback to TAS Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process
Develops TAS Senior Associates and Managers by providing real-time and on-the-job insight and training
Supports a collaborative and team-oriented environment, while encouraging strong results and quality work
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Business Administration, or Finance, required
Experience:
Seven (7) or more years of public accounting experience, required
Four (4) or more years of TAS experience, preferred
Experience interacting and working directly with C-level personnel, preferred
License/Certifications:
CPA or CA, preferred
Software:
Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
Language:
N/A
Other Knowledge, Skills & Abilities:
Strong verbal and written communication skills, specifically business writing
Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
Exhibits executive presence, intellectual curiosity and analytical thinking
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 independently and 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 deal structures
Required to maintain the highly confidential nature of information
Excellent project management skills, with the ability to produce quality work with an attention to detail
Strong knowledge of technical accounting areas such as US GAAP
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.
BDO USA, LLP is a professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. The company was founded in 1910 and is headquartered in Chicago, Illinois. BDO USA has more than 60 offices and over 5,000 employees throughout the United States. The company is a member of the BDO International network, which has more than 1,500 offices in over 160 countries.
