Transaction Advisory Experienced Manager, Financial Due Diligence

Job Summary:

The Transaction Advisory Services Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

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 products
• 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, securities, intellectual properties, real estate and other assets
• 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 integration planning, timelines and functional areas
• Identifies and proposes appropriate resolutions to critical issues related to the M&A process
• Composes financial analysis report for presentations to assist target clients in evaluating M&A decisions
• 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 through industry and network relationships
• Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients
• Other duties as required

Supervisory Responsibilities:

• Schedules and supervises the tasks and project assignments of (Senior) Analysts 
• Reviews work product prepared by (Senior) Analysts and provides review comments
• Acts as a Career Advisor to (Senior) Analysts by identifying and providing on-the-job and formal training and professional development opportunities 
• Provides verbal and written performance feedback to (Senior) Analysts throughout the fiscal year and as part of the annual performance review process

Qualifications, Knowledge, Skills and Abilities:

Education:

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

Experience:

• Five (5) or more years of public accounting experience, required
• Five (5) or more years of prior TAS experience, preferred
• Prior experience interacting and working directly with C-level personnel, preferred

License/Certifications:

• CPA, CPA candidate, or CA, preferred 

Software:

• Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint, required
• Prior exposure utilizing IDEA is beneficial, preferred

Language:

• 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 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
• Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
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