Senior Associate, Transaction Advisory Services

Job Summary:

The Transaction Advisory Services Senior Associate is responsible for performing financial, accounting, and operational due diligence engagements.
 

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 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 
• 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.

California Range: $92,000 - $115,000
Colorado Range: $85,000 - $110,000
New York City/ Valhalla Range: $95,000 – $102,500
Washington Range: $90,000 - $95,000

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 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 th