Transaction Advisory Experienced Manager - Financial Due Diligence

Transaction Advisory Experienced Manager - Financial Due Diligence Job Description

Job Summary:

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 truly experience the opportunity of being an immediate contributor with real opportunities for career advancement.

Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm’s work quality, it equally values work/life fit for its professionals, allowing them to focus on what’s important to them outside the office.

The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

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
• Analyzes financial forecasts, historical earnings, assets and liabilities of target client
• Performs industry and company research
• Collects information from all available sources related to the target client’s business, securities, intellectual properties, real estate and other assets
• Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
• Assists in identifying risks and issues related to integration planning, timelines and functional areas
• Identifies and proposes appropriate resolutions to critical issues related to the M&A process
• Composes financial analysis report for presentations to assist target clients in evaluating M&A decisions
• Manages the relationship and information flow between BDO and the target client
• Partners with Transactional Services Senior Manager and Principal/Director to identify and pursue business development opportunities through industry and network relationships
• 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 (Senior) Analysts
• Reviews work product prepared by (Senior) Analysts and provides review comments
• Acts as a Career Advisor to (Senior) Analysts by identifying and providing on-the-job and formal training and professional development opportunities
• Provides verbal and written performance feedback to (Senior) Analysts throughout the fiscal year and as part of the annual performance review process

Qualifications,

Knowledge, Skills and Abilities:

Education:

• Bachelor’s or Master’s degree in Accounting, Business Administration, or Finance, required
• MBA, preferred

Experience:

• Six (6) or more years of public accounting experience, required
• Three (3) or more years of prior TAS experience, preferred
• Prior experience interacting and working directly with C-level personnel, preferred

License/

Certifications:

• CPA, CPA candidate, or CA, preferred

Software:

• Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint, required
• Prior exposure utilizing IDEA is beneficial, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Strong verbal and written communication skills, specifically business writing aptitude
• Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
• 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 either independently or 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…