Senior Associate, TAS FIN Software (SaaS)

Job Summary:

The Transaction Advisory Services Senior Associate is responsible for performing financial, accounting, and operational due diligence engagements for companies in the Software/Software-as-a-Service (“SaaS”) industry.

Job Duties:

• Analyzes target financial and operating results in the context of a proposed transaction 
• Performs industry, company, and technical accounting research from available resources
• Conducts on-site and phone interviews with C-level personnel to gather information in support of the financial analysis
• Identifies and proposes appropriate resolutions to critical issues related to the deal process
• Coordinates the relationship and information flow between BDO internal team members and target and/or client
• Delivers high quality exposition to select sections of the due diligence report
• Contributes to the identification and pursuit efforts in business development opportunities 
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

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

Experience:

• Two (2) or more years of public accounting experience, in a financial assurance role, required
• One (1) or more years of TAS experience, preferred Experience auditing and advising clients in the Software/SaaS industry, preferred
• Experience interacting and working directly with C-level personnel, preferred

License/Certifications:

• CPA, CPA candidate, or CA, preferred 

Software:

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

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Strong verbal and written communication skills, specifically business writing
• 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 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 within the context of the transaction
• Necessary to maintain the highly confidential nature of target information
• Excellent project management skills with the ability to produce quality work with an attention to detail
• Strong knowledge of technical accounting areas such as US GAAP 
• Knowledge of ASC 606 and familiarity with key metrics of Software/SaaS businesses, preferred.
• Ability to travel as needed

 

 

Individual 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.

National Range: $95,000 - $110,000                                                                                                                                               Maryland Range:  $95,000 - $110,000 NYC/Long Island/Westchester Range: $95,000 - $110,000
 

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 peopl