Transaction Advisory Director, SaaS Focus - Financial Due Diligence (FDD)

BDO USA; San Francisco (CA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

ESOP

Total Rewards benefits

Job summary

BDO USA, P.A. seeks a Transaction Advisory Services Director in San Francisco to lead multiple client engagement teams, drive timely financial due diligence, and support the national TAS strategy with senior-level client relations and cross-functional collaboration.

The role emphasizes business development, risk management, resource planning, mentorship, and the ability to manage complex buy-side and sell-side mandates across national engagements while maintaining a focus on quality and

Qualifications

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

Responsibilities

• Direct and oversee client engagement teams to ensure timely, high-quality TAS deliverables.
• Lead buy-side and sell-side transaction advisory work and review reports.
• Develop business opportunities and lead proposal development for new clients.
• Mentor staff, manage scope, risk, and client communications.

Skills

Excel

Word

PowerPoint

Project management

Communication

Relationship building

Education

Bachelor’s degree in Accounting, Business Administration, or Finance

MBA

Job description

JOB DESCRIPTION

The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.

Job Summary

The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. The TAS Director will lead multiple client engagement teams, supporting all elements of execution as well as developing and maintaining client relationships. The TAS Director will also assume practice development responsibilities, including business development, risk management, resource planning, performance management, and cross-selling other BDO services. A qualified candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.

Job Duties

• Leads client engagement teams throughout every aspect of project deliverable and ensures effective and efficient delivery of quality services
• Examines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review
• Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates
• Sets standards for quality/consistency and bring sophistication to client engagements
• Coaches and mentors’ staff in key areas, including detailed due diligence, critical decision making, report writing, and project management
• Works with engagement teams to compose and otherwise review due diligence reports for presentations to clients evaluating M&A decisions
• Ensures client expectations are met, maintains client relationships, and identifies and resolves client issues /concerns
• Leverages BDO’s firm wide capabilities beyond TAS during client engagements
• Assists in identifying risks and issues related to the transaction and effectively communicate to clients
• Works alongside TAS practice leadership to further develop practice initiatives and strategy
• Identifies and pursues business development opportunities through industry and networking relationships
• Leads 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
• In conjunction with the Principal/Managing Director, provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
• Other duties as required

Education

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

Qualifications, Knowledge, Skills and Abilities:

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

Experience

• At least eight (8) years of prior financial statement related professional services experience, required, of which:
• Five (5) or more years have been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required
• Carve-out experience, preferred
• Prior experience interacting and working directly with C-level personnel, preferred
• Big 4 or other top tier consulting firm experience, preferred

License/Certifications

• CPA, preferred

Software

• Strong Excel, Word and PowerPoint skills, required

Other Knowledge, Skills & Abilities

• Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients
• Demonstrated ability to lead engagements, support/supervise staff and respond to client needs
• Solid knowledge of technical accounting areas such as US GAAP
• Exhibit an executive presence and strong business acumen
• Strong verbal and written communication skills, specifically business writing aptitude
• Proven ability to initiate and maintain 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 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: $180,000 - $280,000

Maryland Range: $180,000 - $280,000

NYC/Long Island/Westchester Range: $180,000 - $280,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass 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"