Transaction Advisory Senior Manager - Data Analytics

BDO USA, LLP; Costa Mesa (CA); On-site; USD 155,000 - 180,000; Full time

Job summary

BDO USA, LLP in Costa Mesa, CA is looking for a Transaction Advisory Services Senior Manager responsible for managing financial due diligence engagements for strategic and financial acquirers. The ideal candidate will have five or more years of TAS experience and a strong proficiency in financial analysis.

This role requires a Bachelor's degree and CPA, managing due diligence processes and overseeing the work of associates. The position offers a salary range of $155,000 - $180,000 based on qualifications and experience.

Qualifications

• Five or more years of prior TAS experience required.
• Three to four years of public accounting experience, preferably within an audit role.
• CPA required.

Responsibilities

• Manage financial due diligence engagements for middle market strategic and financial acquirers.
• Oversee the due diligence process and ensure quality delivery.
• Analyze quality of earnings, working capital, financial forecasts.

Skills

Financial analysis

Communication skills

Project management

Business development

Education

Bachelor's degree in Accounting, Business Administration, Finance

MBA

Tools

Microsoft Office Suites (Word, Excel, PowerPoint)

Job description

Job Summary

The Transaction Advisory Services Senior Manager will be responsible for managing financial due diligence engagements for middle market strategic and financial (private equity) acquirers.

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 the duration of due diligence process
• Analyzes quality of earnings, working capital, financial forecasts, quality of net assets and of acquisition target
• Performs company research and collects information from 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
• Assists in identifying risks and issues related to the transaction for incorporation into purchase agreements
• Composes due diligence reports for presentations to clients evaluating M&A decisions
• Manages the relationship and information flow between BDO and the target
• 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 Transaction Advisory Services practice to existing and prospective clients
• Other duties as required

Supervisory Responsibilities

• Schedules and supervises the tasks and project assignments of Senior Associates and Managers
• Reviews work product prepared by Senior Associates and Managers and provides review comments
• Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers 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, Finance or equivalent required
• MBA preferred

Experience:

• Five (5) or more years of prior TAS experience required
• Three (3) to four (4) years of public accounting experience, required, preferably within an audit role
• Prior experience interacting and working directly with C-level personnel preferred

License/Certifications:

• CPA required

Software:

• Strong proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint

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
• Exhibits executive presence
• 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 deal structures
• Ability to maintain the highly confidential nature of information
• Excellent project management skills with ability to produce quality work project with an attention to detail
• Solid knowledge of technical accounting areas such as US GAAP
• Ability to travel

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: $155,000 - $180,000 Maryland Range: $155,000 - $180,000

NYC/Long Island/Westchester Range: $155,000 - $180,000