Transaction Advisory Experienced Senior - Financial Due Diligence (FDD)

BDO USA, LLP; Charlotte (NC); On-site; USD 90,000 - 135,000; Full time

Job summary

BDO USA, LLP is seeking a Transaction Advisory Services professional to join our growing TAS practice in Charlotte, NC. You will perform financial due diligence, forecasts and data analyses, and interact with C-level executives and cross-functional teams.

Collaborate with senior leaders on complex M&A projects, develop proposals, and contribute to business development while maintaining confidentiality and high client service standards.

Qualifications

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

Responsibilities

• Prepares data books, reconciles financial statements, and generates analyses for due diligence.
• Analyzes forecasts, earnings, assets and liabilities of target client.
• Conducts on-site/phone interviews with C-level personnel to support financial analysis.

Skills

Financial analysis

Client relationship management

Communication skills

Project management

Business writing

Education

Bachelor's in Accounting/Finance/Business

MBA, preferred

Tools

Microsoft Excel

PowerPoint

Idea

Job description

Job Summary:

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 Duties:

• Prepares data book, reconciles company financial statements generates financial tables and analyses for due diligence report
• 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
• Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
• Identifies and proposes appropriate resolutions to critical issues related to the M&A process
• 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
• Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients
• Other duties as required

Qualifications, Knowledge, Skills and Abilities:

Education:

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

Experience:

• Four (4) or more years of public accounting experience, required
• One (1) or more years of prior TAS experience, preferred
• Prior experience interacting and working directly with C-level personnel, preferred

License/Certifications:

• CPA, CPA candidate, or CA, preferred

Software:

• Proficient in using Microsoft Office Suites, specifically Word, Excel and PowerPoint - strong modeling skills, required
• Prior exposure utilizing IDEA, 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
• 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
• Knowledgeable 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.

National Range: $90,000 - $135,000

Maryland Range: $90,000 - $135,000

NYC/Long Island/Westchester Range: $90,000 - $135,000

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

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.

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets