Transaction Advisory Senior Manager - Financial Services; FDD

Transaction Advisory Senior Manager – Financial Services (FDD)

Join one of the fastest‑growing transaction advisory services practices in the U.S., where your talent and effort are valued. Thrive in BDO’s entrepreneurial environment, benefit from an innovative and flat organizational structure, and be challenged based on your abilities rather than your title.

You will be part of the number‑one middle‑market deals team, making an immediate contribution and having real opportunities for career advancement. You’ll work with industry leaders, technical experts, and people you enjoy spending time with. While BDO prides itself on work‑quality, it equally values work/life fit for its professionals, allowing them to focus on what’s important outside office hours.

The Transaction Advisory Services Senior Manager is responsible for managing financial, accounting and operational due‑diligence engagements. The role oversees the due‑diligence process, applies BDO standards to ensure efficient, quality delivery, and acts as the primary contact for C‑level personnel throughout the engagement.

• Plans and oversees the due diligence process, applying 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 client
• Performs industry and company research, and collects information from available sources related to target client’s business
• Leads on‑site and/or phone interviews with C‑level personnel at target client to gather relevant information in support of the 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 the writing of the financial due diligence report, and oversees composition of the financial due diligence report, highlighting the key deal‑related issues impacting the proposed transaction
• Manages the relationship and information flow between BDO, client and target company
• Identifies and pursues business development opportunities through industry and networking relationships
• Manages the development of proposal documents, and conducts presentations in pursuit of acquiring new clients
• Partners with management members of BDO offices to identify and promote the services of the TAS practice to existing and prospective clients, and to identify cross‑selling opportunities to other BDO business lines
• Other duties as required

• Schedules and supervises the tasks and project assignments of TAS Senior Associates and Managers
• Reviews work product prepared by TAS Senior Associates and Managers, and provides 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 as part of the annual performance review process
• 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

• Bachelor’s degree in Accounting, Business Administration, or Finance (required)

• Seven (7) or more years of public accounting experience (required)
• Four 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)

• N/A

• 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…