Transaction Advisory Experienced Senior - Financial Due Diligence (FDD)

BDO USA, Llp; Dallas (TX); Vor Ort; USD 90.000 - 135.000; Vollzeit

Zusammenfassung

BDO USA, LLP is seeking a Transaction Experienced Advisory Services Senior Associate to manage financial, accounting and operational due diligence engagements for strategic and financial buyers across the USA. You will work with industry leaders and technical experts in a collaborative, fast-paced environment that values work-life fit.

The role requires strong communication, executive interaction with C-level personnel, and the ability to travel as needed.

Qualifikationen

• Bachelor's degree in Accounting, Business Administration, or Finance is required.
• MBA is preferred.
• Four+ years of public accounting experience is required.
• 1+ year TAS experience is preferred.
• CPA, CPA candidate, or CA is preferred.

Aufgaben

• Prepares data book, reconciles financial statements and generates financial analyses for due diligence.
• Analyzes financial forecasts, historical earnings, assets and liabilities of target client.
• Performs industry and company research.
• Collects information from all sources related to target client's business.
• Conducts on-site or phone interviews with C-level personnel to gather info for financial analysis.
• Identifies resolutions to critical issues in the M&A process.
• Manages information flow between BDO and the target client.
• Partners with Senior Manager/Director to identify business development opportunities.
• Researches and develops proposal documents and may assist in client presentations.

Kenntnisse

Communication

Stakeholder management

Relationship building

Analytical thinking

Ausbildung

Bachelor's degree in Accounting/Finance

MBA, preferred

Tools

Microsoft Office

IDEA

Jobbeschreibung

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

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 Experienced Advisory Services Senior Associate will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the USA.

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

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

Salary Range

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

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.

Benefits

• Benefits may be subject to eligibility requirements.

Equal Opportunity

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"