Transaction Advisory Services Senior Manager

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The Transaction Advisory Services Senior Manager will be responsible for managing financial due diligence engagements for middle market strategic and financial (private equity) acquirers.

External Job Description - Essential Duties/Functions
- 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

- Acts as primary contact for the duration of due diligence process

- Analyzes quality of earnings, working capital, financial forecasts, quality of net assets and of acquisition target

- Performs company research and collects information from 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

- Assists in identifying risks and issues related to the transaction for incorporation into purchase agreements

- Composes due diligence reports for presentations to clients evaluating M&A decisions

- Manages the relationship and information flow between BDO and the target

- 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 Transaction Advisory Services practice to existing and perspective clients

- Other duties as required

Supervisory Responsibilities:

- Schedules and supervises the tasks and project assignments of Senior Associates and Managers

- Reviews work product prepared by Senior Associates and Managers and provides review comments

- Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process

External Job Description - Qualifications

- Bachelor’s degree in Accounting, Business Administration, Finance or equivalent required

- MBA preferred


- Five (5) or more years of prior TAS experience required

- Three (3) to four (4) years of public accounting experience, required, preferably within an audit role

- Prior experience interacting and working directly with C-level personnel preferred


- CPA required


- Strong proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint


- N/A

Other Knowledge, Skills & Abilities:

- 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

- Exhibits executive presence

- 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 deal structures

- Ability to maintain the highly confidential nature of information

- Excellent project management skills with ability to produce quality work project with an attention to detail

- Solid knowledge of technical accounting areas such as US GAAP

- Ability to travel

BDO USA, LLP - 19 months ago - save job - block
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BDO has over 90 years of experience providing value-added assurance, accounting, tax and advisory services to a broad range of clients...