BDO USA
Transaction Advisory Manager, Financial Due Diligence
BDO USA, Boston, Massachusetts, us, 02298
Transaction Advisory Manager, Financial Due Diligence
at BDO USA.
Join one of the fastest growing transaction advisory services practices in the country, where your talent and efforts are valued. Thrive in BDO’s entrepreneurial environment with an innovative, flat organizational structure.
Job Summary The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements.
Job Duties
Plan and oversee the due diligence process, applying BDO standards to ensure effective and efficient delivery of quality services.
Analyze financial and operating results within the context of a proposed transaction.
Perform industry, company and technical accounting research to assist the client in making informed decisions.
Conduct on-site and/or phone interviews with C-level personnel at target companies.
Identify and propose appropriate resolutions to critical issues related to the M&A process.
Compose financial due diligence report, highlighting key quality of earnings, working capital and debt-like issues.
Manage the relationship and information flow between BDO, client and target company.
Partner with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities.
Build new relationships and maintain existing relationships with BDO professionals in other lines of business.
Research and develop proposal documents, and may participate in presentations to acquire new clients.
Other duties as required.
Supervisory Responsibilities
Schedule and supervise the tasks and project assignments of TAS Associates and Senior Associates.
Review work product prepared by TAS Associates and Senior Associates, providing review comments and edits.
Develop TAS Associates and Senior Associates through on‑job and formal training and professional development opportunities.
Provide verbal and written performance feedback throughout the fiscal year and the annual performance review process.
Qualifications Education
Bachelor’s degree in Accounting, Business Administration, or Finance (required).
Experience
Five (5) or more years of public accounting experience (required).
Two (2) or more years of TAS experience (preferred).
Experience interacting with and working directly with C-level personnel (preferred).
License / Certifications
CPA, CPA candidate, or CA (preferred).
Software
Proficient with Microsoft Office Suite – Word, Excel and PowerPoint (required).
Other Knowledge, Skills & Abilities
Strong verbal and written communication skills, especially business writing.
Ability to interact with all levels of management and adapt communication style.
Executive presence, intellectual curiosity and analytical thinking.
Ability to build and maintain client relationships and leverage network to identify business development opportunities.
Capability to work in a demanding, deadline‑driven environment independently and as part of a team.
Ability to analyze large volumes of data to identify issues and propose resolutions within a transaction context.
Maintain confidentiality of information.
Excellent project management skills with attention to detail.
Strong knowledge of technical accounting areas such as US GAAP.
Ability to travel as needed.
Compensation National Range: $100,000 – $170,000 Maryland Range: $100,000 – $170,000 NYC/Long Island/Westchester Range: $130,000 – $160,000
About BDO BDO is a leading global accounting and advisory organization, committed to delivering exceptional experiences to middle‑market leaders. BDO values a culture of meaningful connections, curiosity, and integrity.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
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at BDO USA.
Join one of the fastest growing transaction advisory services practices in the country, where your talent and efforts are valued. Thrive in BDO’s entrepreneurial environment with an innovative, flat organizational structure.
Job Summary The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements.
Job Duties
Plan and oversee the due diligence process, applying BDO standards to ensure effective and efficient delivery of quality services.
Analyze financial and operating results within the context of a proposed transaction.
Perform industry, company and technical accounting research to assist the client in making informed decisions.
Conduct on-site and/or phone interviews with C-level personnel at target companies.
Identify and propose appropriate resolutions to critical issues related to the M&A process.
Compose financial due diligence report, highlighting key quality of earnings, working capital and debt-like issues.
Manage the relationship and information flow between BDO, client and target company.
Partner with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities.
Build new relationships and maintain existing relationships with BDO professionals in other lines of business.
Research and develop proposal documents, and may participate in presentations to acquire new clients.
Other duties as required.
Supervisory Responsibilities
Schedule and supervise the tasks and project assignments of TAS Associates and Senior Associates.
Review work product prepared by TAS Associates and Senior Associates, providing review comments and edits.
Develop TAS Associates and Senior Associates through on‑job and formal training and professional development opportunities.
Provide verbal and written performance feedback throughout the fiscal year and the annual performance review process.
Qualifications Education
Bachelor’s degree in Accounting, Business Administration, or Finance (required).
Experience
Five (5) or more years of public accounting experience (required).
Two (2) or more years of TAS experience (preferred).
Experience interacting with and working directly with C-level personnel (preferred).
License / Certifications
CPA, CPA candidate, or CA (preferred).
Software
Proficient with Microsoft Office Suite – Word, Excel and PowerPoint (required).
Other Knowledge, Skills & Abilities
Strong verbal and written communication skills, especially business writing.
Ability to interact with all levels of management and adapt communication style.
Executive presence, intellectual curiosity and analytical thinking.
Ability to build and maintain client relationships and leverage network to identify business development opportunities.
Capability to work in a demanding, deadline‑driven environment independently and as part of a team.
Ability to analyze large volumes of data to identify issues and propose resolutions within a transaction context.
Maintain confidentiality of information.
Excellent project management skills with attention to detail.
Strong knowledge of technical accounting areas such as US GAAP.
Ability to travel as needed.
Compensation National Range: $100,000 – $170,000 Maryland Range: $100,000 – $170,000 NYC/Long Island/Westchester Range: $130,000 – $160,000
About BDO BDO is a leading global accounting and advisory organization, committed to delivering exceptional experiences to middle‑market leaders. BDO values a culture of meaningful connections, curiosity, and integrity.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
#J-18808-Ljbffr