Transaction Advisory Senior Manager

About the role

Join one of the fastest growing transaction advisory services practice 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, allowing professionals 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, and 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 for financial analysis.
• Leads the team in identifying risks and issues related to the transaction for incorporation into purchase agreements.
• Identifies and proposes timely resolutions for critical issues related to the M&A process.
• Leads narrative planning sessions and oversees the composition of the financial due diligence report, 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 management to promote TAS practice services to existing and prospective clients, identifying cross-selling opportunities.
• Schedules and supervises tasks and project assignments of TAS Senior Associates and Managers.
• Reviews work product prepared by TAS Senior Associates and Managers, providing feedback and edits as necessary.
• Partners with Directors to provide verbal and written performance feedback to TAS Senior Associates and Managers.
• Develops TAS Senior Associates and Managers through real-time and on-the-job training.
• Supports a collaborative and team-oriented environment while encouraging strong results and quality work.
• Performs other duties as required.

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 Transaction Advisory Services (TAS) experience, preferred.
• Experience interacting and working directly with C-level personnel, preferred.
• CPA or CA certification, preferred.
• Proficient with Microsoft Office Suite, specifically Word, Excel, and PowerPoint.

Skills

• Strong verbal and written communication skills, including business writing.
• Ability to adapt communication style to convey messaging effectively to all levels of management.
• Executive presence, intellectual curiosity, and analytical thinking.
• Capable of building solid relationships with client personnel and leveraging industry networks for business development.
• Ability to work in a demanding, deadline-driven environment independently and within a team.
• Strong project management skills with attention to detail.
• Ability to analyze large volumes of data to identify potential issues and propose resolutions.
• Strong knowledge of technical accounting areas such as US GAAP.
• Ability to maintain confidentiality of sensitive information.
• Ability to travel as needed.

Pay

Individual salaries are determined based on qualifications, experience, skills, and geography. Ranges are as follows:

• 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, including:

• Employee Stock Ownership Plan (ESOP): A qualified retirement plan where BDO fully funds annual allocations through investments in company stock. Employees gain beneficial ownership with no personal contributions required, allowing wealth growth as shares vest and increase in value with the firm’s success.

Benefits may be subject to eligibility requirements. Learn more about BDO’s Total Rewards.

About Us

At BDO, you’ll find a career where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture centers on making meaningful connections, approaching interactions with curiosity, and staying true to yourself while making a positive difference in the world.

BDO’s purpose is helping people thrive every day, reflected in everything we do. We focus on delivering exceptional and sustainable outcomes for our people, clients, and communities. As an ESOP company, we share financial growth with our U.S. team, fostering a people-first culture.

BDO 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. We are committed to:

• Empowering team members to explore their full potential.
• Leveraging diverse skills, knowledge, and experience to help clients navigate complex challenges and opportunities.
• Celebrating ingenuity and innovation to transform our business and clients’ businesses.
• Focusing on resilience and sustainability to positively impact our people, clients, and communities.