Transaction Advisory Senior Manager - Financial Services; FDD

Transaction Advisory Senior Manager – Financial Services (FDD)

Join BDO USA’s transaction advisory services practice – one of the fastest‑growing teams in the country where your talent and efforts are valued. Thrive in BDO’s entrepreneurial, flat‑structured environment, challenged based on ability, not title, and become an immediate contributor with real advancement opportunities.

Job Description

As a Transaction Advisory Services Senior Manager, you will manage financial, accounting and operational due diligence engagements, ensuring high‑quality, efficient service delivery under BDO standards.

Job Duties

• Plans and oversees the due diligence process, applying BDO standards to ensure effective and efficient delivery of quality services.
• Acts as primary contact for C‑level personnel during the due diligence process.
• Analyzes quality of earnings, working capital, financial forecasts, historical earnings, and quality of assets and liabilities of target client.
• Performs industry and company research, collecting 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 writing the financial due diligence report, and oversees composition of the report, highlighting 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 to acquire new clients.
• Partners with management members of BDO offices to 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.

Supervisory Responsibilities

• Schedules and supervises 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 throughout the fiscal year and as part of 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.

Education

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

Experience

• 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.

License/Certifications

• CPA or CA, preferred.

Software

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

Language

• N/A.

Other Knowledge, Skills & Abilities

• Strong verbal and written communication skills, specifically business writing.
• Ability to adapt communication style to convey messaging and objectives to all management levels.
• Exhibits executive presence, intellectual curiosity, and analytical thinking.
• Capable of initiating and maintaining solid relationships with all levels of client personnel and leveraging network and industry relationships to identify business development opportunities.
• Capable of working in a demanding, deadline‑driven environment both independently and within a team, 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 highly confidential information.
• Excellent project management skills, with attention to detail.
• Strong knowledge of technical accounting areas such as US GAAP.
• Ability to…