Transaction Advisory Manager, Financial Due Diligence

Job Summary: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 productsAnalyzes financial and operating results within the context of a proposed transactionPerforms 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 companyIdentifies and proposes appropriate resolutions to critical issues related to the M&A processComposes 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 companyPartners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationshipsBuilds new relationships, and maintains existing relationships with BDO professionals in other lines of businessResearches and develops proposal documents, and may participate in presentations in pursuit of acquiring new clientsOther duties as requiredSupervisory Responsibilities:Schedules and supervises the tasks and project assignments of TAS Associates and Senior AssociatesReviews work product prepared by TAS Associates and Senior Associates, and provides review comments and editsDevelops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunitiesProvides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review processQualifications, Knowledge, Skills and Abilities:Education:Bachelor's degree in Accounting, Business Administration, or Finance, requiredExperience:Four (4) or more years of public accounting experience, requiredOne (1) or more years of TAS experience, preferredExperience interacting and working directly with C-level personnel, preferredLicense/Certifications:CPA, CPA candidate, or CA, preferredSoftware:Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, requiredLanguage:N/AOther Knowledge, Skills & Abilities:Strong verbal and written communication skills, specifically business writingAbility to interact with and adapt communication style to successfully convey messaging and objectives to all levels of managementExhibits 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 opportunitiesCapable 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 mannerAbility to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the context of a transactionRequired to maintain the highly confidential nature of informationExcellent project management skills with ability to produce quality work with an attention to detailStrong knowledge of technical accounting areas such as US GAAPAbility to travel as neededIndividual 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 - $170,000Maryland Range: $100,000 - $170,000NYC/Long Island/Westchester Range: $115,000 - $145,000 #J-18808-Ljbffr

Created: 2025-09-17