Transaction Advisory Manager - Financial Services; FDD

Job Summary:

The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements.

• 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 and operating results within the context of a proposed transaction
• Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction.
• Conducts on-site and/or phone interviews with C-level personnel at target company
• Identifies and proposes appropriate resolutions to critical issues related to the M&A process
• Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction.
• Manages the relationship and information flow between BDO, client and target company
• Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships
• Builds new relationships, and maintains existing relationships with BDO professionals in other lines of business
• Researches and develops proposal documents, and may participate in presentations in pursuit of acquiring new clients
• Other duties as required

• Schedules and supervises the tasks and project assignments of TAS Associates and Senior Associates
• Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits
• Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities
• Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process

Education:

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

Experience:

• Four (4) or more years of public accounting experience, required
• One (1) or more years of TAS experience, preferred
• Experience interacting and working directly with C-level personnel, preferred

License/

Certifications:

• CPA, CPA candidate, or CA, preferred

Software:

• Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required

Language:

• N/A

Other Knowledge, Skills & Abilities:

• 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 analytical thinking.
• 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 independently and 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 and propose the most appropriate resolutions within the context of a transaction
• Required to maintain the highly confidential nature of information
• Excellent project management skills with ability to produce quality work with an attention to detail
• Strong knowledge of technical accounting areas such as US GAAP
• Ability to travel as needed

NYC/Long Island/Westchester Range: $115,000 - $145,000