BDO USA
Transaction Advisory Manager, Financial Due Diligence
BDO USA, Port Reading, New Jersey, us, 07064
Overview
The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements. Responsibilities
Plans and oversees the due diligence process, applying knowledge and adherence to BDO standards to ensure effective and efficient delivery of quality services and products. Analyzes financial and operating results within the context of a proposed transaction. Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction. Conducts on-site and/or phone interviews with C-level personnel at the target company. Identifies and proposes appropriate resolutions to critical issues related to the M&A process. Compiles a financial due diligence report, highlighting key quality of earnings, working capital and debt-like issues that may impact the proposed transaction. Manages the relationship and information flow between BDO, the client and the target company. Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships. Builds new relationships and maintains existing relationships with BDO professionals in other lines of business. 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 TAS Associates and Senior Associates. Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits. Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities. Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process. Education & Qualifications
Bachelor’s degree in Accounting, Business Administration, or Finance, required. Experience
Four (4) or more years of public accounting experience, required. One (1) or more years of TAS experience, preferred. Experience interacting and working directly with C-level personnel, preferred. License/Certifications
CPA, CPA candidate, 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 within the context of a transaction. Required to maintain the highly confidential nature of information. Excellent project management skills with 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. About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. BDO is an ESOP company that shares financially in growth with its U.S. team. Our professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. EOE Statement
Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements. Responsibilities
Plans and oversees the due diligence process, applying knowledge and adherence to BDO standards to ensure effective and efficient delivery of quality services and products. Analyzes financial and operating results within the context of a proposed transaction. Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction. Conducts on-site and/or phone interviews with C-level personnel at the target company. Identifies and proposes appropriate resolutions to critical issues related to the M&A process. Compiles a financial due diligence report, highlighting key quality of earnings, working capital and debt-like issues that may impact the proposed transaction. Manages the relationship and information flow between BDO, the client and the target company. Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships. Builds new relationships and maintains existing relationships with BDO professionals in other lines of business. 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 TAS Associates and Senior Associates. Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits. Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities. Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process. Education & Qualifications
Bachelor’s degree in Accounting, Business Administration, or Finance, required. Experience
Four (4) or more years of public accounting experience, required. One (1) or more years of TAS experience, preferred. Experience interacting and working directly with C-level personnel, preferred. License/Certifications
CPA, CPA candidate, 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 within the context of a transaction. Required to maintain the highly confidential nature of information. Excellent project management skills with 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. About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. BDO is an ESOP company that shares financially in growth with its U.S. team. Our professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. EOE Statement
Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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