Transaction Advisory Experienced Manager - Financial Due Diligence (FDD)

BDO USA; Dallas (TX); On-site; USD 130,000 - 170,000; Full time

Job summary

BDO USA is seeking an Experienced Manager in Transaction Advisory Services to lead financial, accounting, and operational due diligence engagements across the United States. You will work with industry leaders and a flat organizational structure to deliver high-quality services.

Join a firm that values work-life balance and career advancement, with opportunities to interact with C-level clients and contribute to business development while managing complex due diligence projects.

Qualifications

• Bachelor's degree in Accounting, Business Administration, or Finance is required.
• MBA is preferred.
• Six or more years of public accounting experience or four or more years TAS M&A experience at a mid/large firm.
• Experience interacting with C-level personnel is preferred.
• CPA, CPA candidate, or CA, preferred.

Responsibilities

• Plan and oversee the due diligence process to ensure quality delivery.
• Analyze forecasts, earnings, assets and liabilities of target.
• Conduct on-site and phone interviews with C-level personnel.
• Identify and resolve issues related to integration and M&A.
• Prepare financial analyses reports for client presentations.
• Support business development through client proposals and presentations.

Skills

Communication

Executive presence

Relationship building

Project management

Deadline-driven

Education

Bachelor's in Accounting/Finance/Business

MBA (preferred)

Tools

Microsoft Office

IDEA

Job description

JOB DESCRIPTION

Join one of the fastest growing transaction advisory services practices in the country, where your talent and efforts are valued. Thrive in BDO’s entrepreneurial environment with an innovative and flat organizational structure. Be challenged based on your abilities and not your title. Be part of the number one middle market deals team and truly experience the opportunity of being an immediate contributor with real opportunities for career advancement. Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm’s work quality, it equally values work/life fit for its professionals, allowing them to focus on what’s important to them outside the office.

Job Summary

JOB DESCRIPTION

Join one of the fastest growing transaction advisory services practices in the country, where your talent and efforts are valued. Thrive in BDO’s entrepreneurial environment with an innovative and flat organizational structure. Be challenged based on your abilities and not your title. Be part of the number one middle market deals team and truly experience the opportunity of being an immediate contributor with real opportunities for career advancement. Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm’s work quality, it equally values work/life fit for its professionals, allowing them to focus on what’s important to them outside the office.

The Transaction Advisory Services Experienced 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

Education

Qualifications, Knowledge, Skills and Abilities

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

Experience

• Six (6) or more years of public accounting experience or four (4) or more years of TAS Merger & Acquisition specific experience at a mid/large firm, required
• 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
• Knowledge of IFRS desirable
• 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.

Massachusetts Range: $130,000 - $160,000

New Jersey Range: $130,000 - $160,000

NYC/Long Island/Westchester Range: $140,000 - $170,000

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.

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. Click here to find out more !

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more !

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"