Senior Manager, Transaction Advisory Services
2 weeks ago
Job Summary:The Transaction Advisory Services Senior Manager is responsible for managing financial, accounting and operational due diligence engagements. 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 productsActs as primary contact for C-level personnel for the duration of due diligence processAnalyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets and liabilities of target clientPerforms industry and company research, and collects information from available sources related to target client’s businessLeads on-site and/or phone interviews with C-level personnel at target client to gather relevant information in support of the financial analysisLeads team in identifying risks and issues related to the transaction for incorporation into purchase agreementsIdentifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A processLeads 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 transactionManages the relationship and information flow between BDO, client and target companyIdentifies and pursues business development opportunities through industry and networking relationshipsManages the development of proposal documents, and conducts presentations in pursuit of acquiring new clientsPartners with management members of BDO offices to identify and promote the services of the TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business linesOther duties as requiredSupervisory Responsibilities:Schedules and supervises the tasks and project assignments of TAS Senior Associates and ManagersReviews work product prepared by TAS Senior Associates and Managers, and provides review comments and edits, as necessaryPartners 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 processDevelops TAS Senior Associates and Managers by providing real-time and on-the-job insight and trainingSupports a collaborative and team-oriented environment, while encouraging strong results and quality workQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree in Accounting, Business Administration, or Finance, requiredExperience:Six (6) or more years of public accounting experience, requiredThree (3) or more years of TAS experience, preferredExperience interacting and working directly with C-level personnel, preferredLicense/Certifications:CPA or CA, preferred Software:Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, requiredLanguage:N/AOther Knowledge, Skills & Abilities:Strong verbal and written communication skills, specifically business writingAbility 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 thinkingCapable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunitiesCapable 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 to deal structures Required to maintain the highly confidential nature of informationExcellent project management skills, with the ability to produce quality work with an attention to detailStrong knowledge of technical accounting areas such as US GAAPAbility to travel as neededIndividual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.California Range: $150,000 - $180,000 Colorado Range: $160,000 - $195,000 New York City/ Valhalla Range: $150,000 - $180,000 Washington Range: $130,000 - $160,000Join 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 clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communities*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out moreFull timePosting Date: 2024-01-31
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