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

BDO USA, LLP; San Francisco (CA); On-site; USD 135,000 - 210,000; Full time

Benefits offered by this job

ESOP

Total Rewards benefits

Job summary

BDO USA, LLP in San Francisco seeks a Transaction Advisory Services Senior Manager to lead financial due diligence efforts for middle-market deals and coordinate with C-level executives to ensure high-quality deliverables.

You will analyze earnings quality, working capital, and forecasts, mentor TAS staff, and drive business development while upholding BDO standards of quality and client service.

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.
• CPA or CA, preferred.

Responsibilities

• Plans and oversees the due diligence process, ensuring quality services and products.
• Acts as primary contact for C-level personnel during due diligence.
• Analyzes quality of earnings, working capital, forecasts, and historical earnings.
• Leads on-site/interviews with C-level personnel to gather information.
• Leads the team in identifying risks for incorporation into purchase agreements.
• Identifies resolutions to critical issues related to the M&A process.

Skills

C-level liaison

US GAAP

Financial analysis

Project management

Client relationship management

MS Office

Education

Bachelor's degree in Accounting/Business/Finance

Tools

Microsoft Office

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 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

Education

• 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

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