Global Employer Services-Workforce in Transactions Manager

BDO USA; Pittsburgh (Allegheny County); On-site; USD 79,800 - 168,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan (ESOP)

Total Rewards benefits

Job summary

BDO USA is seeking a Workforce in Transactions Manager to lead HR due diligence and integration services on mergers, acquisitions, spin-offs and dispositions for both private equity and corporate clients. The role involves identifying HR risks, advising on go-forward strategies, and coordinating compensation, benefits, and organizational design across multi‑jurisdiction engagements.

You will supervise staff, develop work plans, and communicate findings clearly to C‑suite audiences while aligning

Qualifications

• Bachelor’s degree required; field of study in Applied Mathematics, Mathematics, Business Administration, Accounting, Economics, Finance, Human Resources Management preferred.
• Five (5) or more years of HR transactions, actuarial, compensation and/or strategic service consulting experience preferred.
• Ability to clearly communicate (written and verbal) required.
• Strong financial acumen and advanced Excel skills preferred.
• Experience drafting reports and presentations to C-Suite executives preferred.

Responsibilities

• Diligence (Pre-Deal): oversee diligence, manage stakeholders, meet deadlines; review compensation and benefits programs; assess workforce impacts on merger or carve-out; quantify impacts for the transaction.
• Post-Deal: formulate go-forward HR strategy, quantify financial impact of decisions; execute HR strategy across compensation, benefits, HR systems, org design, change management, communications, culture.
• Consulting: serve as a consultant to clients; prepare brief written reports; interview executive staff; supervise junior staff; present information to clients.
• Supports leadership within the group; direct junior staff on complex data models using Excel; prepare presentations using PowerPoint.
• Other duties as required.

Skills

Communication

Financial acumen

Excel

PowerPoint

Report drafting

Education

Bachelor’s degree

Field of study: business/finance

Tools

Excel

PowerPoint

Word

Job description

JOB DESCRIPTION
A Workforce in Transactions Manager is responsible for managing as well as conducting human resources due diligence and integration services on mergers, acquisitions, spin-offs and dispositions working with a mixture of both private equity and corporate clients.

Job Summary
JOB DESCRIPTION
A Workforce in Transactions Manager is responsible for managing as well as conducting human resources due diligence and integration services on mergers, acquisitions, spin-offs and dispositions working with a mixture of both private equity and corporate clients.
Our team works with client leadership to identify and quantify HR risks and issues through diligence, merger-integration assistance, post-deal strategy, organization design, compensation, benefits and actuarial services. We are financially focused and work on transactions both domestic and globally.

Job Duties

• Diligence (Pre-Deal)
  • Oversees the diligence process, managing key stakeholders both within the firm and externally, meet all deadlines
  • Reviews key compensation and benefits programs to highlight issues or risks
  • Understands material impacts of workforce actions on the organization and its workers (e.g., COVID, headcount reductions, etc.)
  • Assesses the current vs go-forward organization especially in the case of a merger or carve-out
  • Quantifies the impact of the above items on the proposed transaction via clear communications
  • Oversees the project team managing upwards and also junior staff to ensure high quality deliverables and consistency with larger BDO team(s) and external advisors as applicable
• Post-Deal
  • Assists client in formulating the go-forward HR strategy and quantify financial impact of any decisions or changes from current
  • Executes HR strategy, providing advice across compensation, benefits, HR systems, organizational design, change management, communications, and/or culture
  • Provides project management support for integrations and divestitures including development of workplans, tracking of milestones, identifying dependences, and coordinating with other functional workstreams
  • Manages both upwards and junior staff
• Consulting
  • Serves as a consultant and resource to clients in support of client engagements
  • Prepares brief written reports for clients
  • Interviews executive level staff and Board members
  • Oversees analysis performed by junior staff
  • Presents information to clients via conference call or in-person meetings
• Supports BDO leadership within the group regardless of location or practice orientation
• Directs junior staff on complex data models using Excel
• Prepares clear presentations using PowerPoint
• Other duties as required

Supervisory Responsibilities

• Supervises Senior Associates and Associates on assigned engagements and review work product, delivers actionable feedback
• Ensures Senior Associates and Associates are trained on deal processes and all relevant software, including Excel and PowerPoint, as appropriate
• Delivers periodic performance feedback and completes performance evaluations for Senior Associates
• Acts as mentor to Senior Associates and Associates, as appropriate

Education
Qualifications, Knowledge, Skills and Abilities:

• Bachelor’s degree required; field of study in Applied Mathematics, Mathematics, Business Administration, Accounting, Economics, Finance, Human Resources Management, preferred

Experience

• Five (5) or more years of prior experience in HR transactions, actuarial, compensation and/or strategic service consulting, required
• Ability to clearly communicate (both written and verbally), required
• Strong financial acumen needed and strong excel skills, strongly preferred
• Prior experience in managing large scale projects, preferred
• Prior experience drafting reports and presentations to "C-Suite" executives, preferred
• Prior experience collaborating with other M&A service lines, preferred
• Prior experience in supporting successful business development campaigns, preferred

License/Certifications

• Active CPA, FSA, ASA, Enrolled Actuary, SPHR, Member of the Bar, JD, Chartered Financial Analyst, or Certified Equity Professional, preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required

Language

• N/A

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills, specifically technical writing skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capacity to build and maintain strong relationships with client personnel
• Ability to successfully interact with professionals at all levels
• Knowledge and understanding of industry business models and financial structures is a plus

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: $79,800 - $168,000

Maryland Range: $79,800 - $168,000

NYC/Long Island/Westchester Range: $79,800 - $168,000

Washington DC Range: $79,800 - $168,000

About Us
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 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 clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional benefits.
• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"