Transaction Advisory Senior Manager

BDO USA; Houston (TX); On-site; USD 135,000 - 210,000; Full time

Job summary

BDO USA is seeking a Transaction Advisory Services Senior Manager to oversee due diligence engagements, manage client relationships, and lead a team in a fast-growing practice. You will interact with C-level personnel and coordinate across BDO offices to identify opportunities and deliver high-quality services.

Qualifications include 7+ years in public accounting, TAS experience, CPA/CA preferred, and strong communication and analytical skills. Travel may be required.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, or Finance, required
• Seven (7) or more years of public accounting experience, required
• Four (4) or more years of TAS experience, preferred
• Experience interacting and working directly with C-level personnel, preferred
• CPA or CA, preferred
• Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
• 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 travel as needed

Responsibilities

• 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
• Acts as primary contact for C-level personnel for the duration of due diligence process
• Analyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets and liabilities of target client
• Performs industry and company research, and collects information from available sources related to target client’s business
• Leads on-site and/or phone interviews with C-level personnel at target client to gather relevant information in support of the financial analysis
• Leads team in identifying risks and issues related to the transaction for incorporation into purchase agreements
• Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A process
• Leads the narrative planning session prior to the writing of the financial due diligence report, and oversees composition of the financial due diligence report, highlighting the key deal-related issues affecting the proposed transaction
• Manages the relationship and information flow between BDO, client and target company
• Identifies and pursues business development opportunities through industry and networking relationships
• Manages the development of proposal documents, and conducts presentations in pursuit of acquiring new clients
• Partners with management members of BDO offices to identify and promote the services of the TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business lines
• Other duties as required

Skills

Verbal & written comms

C-level interaction

Executive presence

Relationship building

Deadline-driven

Data analysis

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Office Suite

Job description

JOB DESCRIPTION

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.

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 Senior 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


• Acts as primary contact for C-level personnel for the duration of due diligence process


• Analyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets and liabilities of target client


• Performs industry and company research, and collects information from available sources related to target client’s business


• Leads on-site and/or phone interviews with C-level personnel at target client to gather relevant information in support of the financial analysis


• Leads team in identifying risks and issues related to the transaction for incorporation into purchase agreements


• Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A process


• Leads the narrative planning session prior to the writing of the financial due diligence report, and oversees composition of the financial due diligence report, highlighting the key deal-related issues impacting the proposed transaction


• Manages the relationship and information flow between BDO, client and target company


• Identifies and pursues business development opportunities through industry and networking relationships


• Manages the development of proposal documents, and conducts presentations in pursuit of acquiring new clients


• Partners with management members of BDO offices to identify and promote the services of the TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business lines


• Other duties as required

Supervisory Responsibilities

• Schedules and supervises the tasks and project assignments of TAS Senior Associates and Managers


• Reviews work product prepared by TAS Senior Associates and Managers, and provides review comments and edits, as necessary


• Partners with Directors within the TAS practice to provide verbal and written performance feedback to TAS Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process


• Develops TAS Senior Associates and Managers by providing real-time and on-the-job insight and training


• Supports a collaborative and team-oriented environment, while encouraging strong results and quality work

Qualifications, Knowledge, Skills and Abilities:

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

Experience

• Seven (7) or more years of public accounting experience, required


• Four (4) or more years of TAS experience, preferred


• Experience interacting and working directly with C-level personnel, preferred

License/Certifications

• CPA 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 to deal structures


• Required to maintain the highly confidential nature of information


• Excellent project management skills, with the 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: $135,000 - $210,000

Maryland Range: $135,000 - $210,000

NYC/Long Island/Westchester Range: $160,000 - $210,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

• Welcoming diverse perspectives and understanding the experience of our professionals and clients


• Empowering team members to explore their full potential


• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities


• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs


• Focus on resilience and sustainability to positively impact our people, clients, and communities


• BDO Total Rewards that encompass so much more than traditional “benefits.”


• Benefits may be subject to eligibility requirements.

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\"