Transaction Advisory Senior Manager

About the Role

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 and flat organizational structure. Be challenged based on your abilities and not your title. Be part of the number one middle market deals team, and experience the opportunity of being an immediate contributor with real opportunities for career advancement. Work with industry leaders, technical experts, and people you enjoy spending time with. BDO values work/life fit for its professionals, allowing them to focus on what’s important outside the office.

Responsibilities

• Plans and oversees the due diligence process, applying knowledge 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 the due diligence process.
• Analyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets, and liabilities of target clients.
• Performs industry and company research, collecting information from available sources related to the target client’s business.
• Leads on-site and/or phone interviews with C-level personnel at the target client to gather relevant information in support of financial analysis.
• Leads the 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 writing the financial due diligence report and oversees its composition, highlighting key deal-related issues.
• Manages the relationship and information flow between BDO, the client, and the target company.
• Identifies and pursues business development opportunities through industry and networking relationships.
• Manages the development of proposal documents and conducts presentations to acquire new clients.
• Partners with BDO office management to identify and promote TAS practice services to existing and prospective clients, including cross-selling opportunities.
• 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, providing 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 during annual performance reviews.
• 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.

Requirements

• Bachelor’s degree in Accounting, Business Administration, or Finance, required.
• 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.
• CPA or CA, preferred.
• Proficient with Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required.

Skills

• Strong verbal and written communication skills, specifically in 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 and utilizing network relationships to identify business development opportunities.
• Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while managing unexpected issues professionally.
• Ability to analyze large volumes of data to identify potential issues and propose 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 attention to detail.
• Strong knowledge of technical accounting areas such as US GAAP.
• Ability to travel as needed.

Pay

Individual salaries are determined after consideration of numerous factors including qualifications, experience, skills, and geography.

• National Range: $135,000 - $210,000
• Maryland Range: $135,000 - $210,000
• NYC/Long Island/Westchester Range: $160,000 - $210,000

Benefits

BDO offers Total Rewards that encompass more than traditional benefits. The firm is an ESOP company, providing a stake in its success through beneficial ownership and enhancing financial well-being. The annual allocation to the ESOP is fully funded by BDO through investments in company stock, with no employee contributions required.

Benefits may be subject to eligibility requirements. Click here to find out more!