Transaction Advisory Experienced Senior - Financial Due Diligence (FDD)

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

Job summary

BDO USA, LLP's Transaction Experienced Advisory Services team seeks a Senior Associate to manage financial, accounting and operational due diligence engagements for strategic and financial buyers across the USA. You’ll work with industry leaders and partners to deliver actionable insights with real impact.

The role emphasizes client interaction, data analysis and strong communication skills within a fast-paced, deadline-driven environment while supporting career growth and collaboration.

Qualifications

• Bachelor's degree in accounting, business or finance required; MBA preferred.
• Four or more years in public accounting; TAS experience preferred.
• Experience interacting with C-level personnel preferred.

Responsibilities

• Prepares data book, reconciles company financial statements and generates analyses for due diligence reports.
• Analyzes financial forecasts, historical earnings, assets and liabilities of target client.
• Conducts industry and company research and gathers information from all sources.
• Interviews C-level personnel or target client to support financial analysis.
• Develops proposals and may participate in presentations for new client opportunities.

Skills

Due diligence

Financial analysis

Client communication

Project management

Education

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

MBA

Tools

Microsoft Office (Word, 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.

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

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

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

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