Transaction Advisory Experienced Senior Associate - Financial Due Diligence; FDD

Transaction Advisory Experienced Senior Associate - Financial Services (FDD)

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.

• Prepares data book, reconciles company financial statements generates financial tables and analyses for due diligence report
• 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
• Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
• Identifies and proposes appropriate resolutions to critical issues related to the M&A process
• 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
• Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients
• Other duties as required

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

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

• CPA, CPA candidate, or CA, preferred

• Proficient in using Microsoft Office Suites, specifically Word, Excel and PowerPoint – strong modeling skills, required
• Prior exposure utilizing IDEA, preferred

• N/A

• 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 and propose the most appropriate resolutions to benefit the buyer
• Required to maintain the highly confidential nature of information
• Excellent project management skills with ability to produce quality work project with an attention to detail
• Knowledgeable of technical accounting areas such as US GAAP and SEC reporting
• Knowledge of IFRS desirable
• Ability to travel as needed

National Range: $90,000 - $135,000
Maryland Range: $90,000 - $135,000
NYC/Long Island/Westchester Range: $90,000 - $135,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our…