VP, Capital Advisory & Transactions

BDO USA, LLP; Richmond (VA); On-site; USD 180,000 - 250,000; Full time

Job summary

BDO USA, LLP is seeking a Vice President for its Capital Advisors group in the Virginia area. The role oversees financial analyses, due diligence, marketing materials, and deal execution while guiding junior professionals and driving client interactions.

Leadership in recruiting and training is also emphasized. Ideal candidates bring 7+ years of experience with 4+ years in transactions, professional licensure, and strong financial modeling abilities.

Qualifications

• Seven or more years of professional work experience with a minimum of 4 years of direct transaction experience preferably within Investment Banking or other financial vertical, required
• Bachelor's degree in business, finance, or accounting, required
• MBA, preferred
• FINRA Series 7 or 79 and 63, or in active pursuance of licensure, required
• Proficient in Microsoft Office Suite, required
• Research tools such as CapitalIQ, preferred

Responsibilities

• Manages and reviews work product of junior investment banking professionals
• Supports Managing Directors in all aspects of firm marketing, business development, and deal execution
• Oversees the preparation, analysis, and explanation of historical and projected financial information
• Oversees business due diligence
• Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed
• Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc.
• Performs extensive and in-depth industry research to support client and marketing engagements
• Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors
• Develops and implements a personal business development program to position the role for long-term success
• Other duties as required

Skills

Financial modeling

Due diligence

Leadership

Client relations

Communication

Project management

Research

Education

Bachelor's degree in business, finance, or accounting

MBA

Tools

Microsoft Office Suite

CapitalIQ

Job description

BDO USA, LLP is seeking a Vice President for its Capital Advisors group in the Virginia area. The role oversees financial analyses, due diligence, marketing materials, and deal execution while guiding junior professionals and driving client interactions.

Leadership in recruiting and training is also emphasized. Ideal candidates bring 7+ years of experience with 4+ years in transactions, professional licensure, and strong financial modeling abilities.