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

BDO USA, LLP; San Francisco (CA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA, LLP in San Francisco is seeking a Transaction Advisory Services Manager to join one of the fastest growing TAS practices in the country. You’ll manage financial, accounting and operational due diligence engagements and work with industry leaders and clients on high-stakes deals.

This role emphasizes exceptional communication, analytical thinking, and relationship-building. You’ll supervise TAS Associates and collaborate with senior leaders to drive quality work, business development,

Qualifications

• Bachelor's degree in Accounting, Business Administration, or Finance.
• 5+ years public accounting or 3+ years TAS M&A experience at a mid/large firm.
• CPA, CPA candidate, or CA preferred.
• Strong verbal and written communication skills and ability to interact with C-level personnel.

Responsibilities

• Plans and oversees the due diligence process, applying BDO standards.
• Analyzes financial and operating results within the context of a proposed transaction.
• Conducts interviews with C-level personnel at target companies.
• Prepares the financial due diligence report highlighting key earnings and working capital issues.
• Manages relationships among BDO, client and target company.
• Supports business development and proposal development as needed.

Skills

Executive presence

Analytical thinking

Project management

Client relationship building

Education

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

Tools

Microsoft Office Suite

Job description

Job Summary

Join one of the fastest growing transaction advisory services practice 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 Manager is responsible for managing financial, accounting and operational due diligence engagements.

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 and operating results within the context of a proposed transaction
• Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction
• Conducts on-site and/or phone interviews with C-level personnel at target company
• Identifies and proposes appropriate resolutions to critical issues related to the M&A process
• Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction
• Manages the relationship and information flow between BDO, client and target company
• Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships
• Builds new relationships, and maintains existing relationships with BDO professionals in other lines of business
• 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 TAS Associates and Senior Associates
• Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits
• Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities
• Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process

Qualifications, Knowledge, Skills and Abilities

Education

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

Experience

• Five (5) or more years of public accounting experience or three (3) 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

• Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required

Language

• N/A

Other Knowledge, Skills & Abilities

• Strong verbal and written communication skills, specifically business writing
• Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
• Exhibits executive presence, intellectual curiosity and analytical thinking.
• 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 independently and 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 within the context of a transaction
• Required to maintain the highly confidential nature of information
• Excellent project management skills with ability to produce quality work with an attention to detail
• Strong knowledge of technical accounting areas such as US GAAP
• 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: $100,000 - $170,000

Maryland Range: $100,000 - $170,000

NYC/Long Island/Westchester Range: $130,000 - $160,000

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.

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