About The Position
The Transaction Advisory Experienced Senior Associate manages financial, accounting, and operational due diligence engagements for strategic and financial buyers throughout the United States. The role prepares financial analyses and due diligence materials, evaluates target-company performance and financial information, and supports buyers in identifying and resolving issues related to the M&A process. It also contributes to client relationship management and business development, including researching and preparing proposals and participating in presentations. BDO describes an entrepreneurial, flat organizational structure, opportunities for career advancement, and an emphasis on work/life fit.
Requirements
- Bachelor’s degree in Accounting, Business Administration, or Finance.
- At least four years of public accounting experience.
- Proficiency with Microsoft Office, specifically Word, Excel, and PowerPoint, including strong financial modeling skills.
- Strong verbal and written communication skills, including business writing aptitude.
- Ability to adapt communication style and convey information effectively to all levels of management.
- Ability to build and maintain relationships with client personnel and use professional networks to identify business development opportunities.
- Ability to work independently or as part of a team in a demanding, deadline-driven environment and handle unexpected issues professionally.
- Ability to analyze large volumes of data, identify potential issues, and propose appropriate resolutions for the buyer.
- Ability to maintain the highly confidential nature of information.
- Excellent project management skills and attention to detail.
- Knowledge of technical accounting areas such as US GAAP and SEC reporting.
- Ability to travel as needed.
Nice To Haves
- MBA.
- At least one year of prior Transaction Advisory Services (TAS) experience.
- Prior experience interacting and working directly with C-level personnel.
- CPA, CPA candidate, or CA.
- Prior exposure to IDEA software.
- Knowledge of IFRS.
Responsibilities
- Prepare data books, reconcile company financial statements, and generate financial tables and analyses for due diligence reports.
- Analyze financial forecasts, historical earnings, assets, and liabilities of target clients.
- Conduct industry and company research and collect relevant information from available sources about target clients’ businesses.
- Conduct on-site and/or phone interviews with C-level personnel or target clients to gather information supporting financial analysis.
- Identify critical issues related to the M&A process and propose appropriate resolutions.
- Manage the relationship and information flow between BDO and target clients.
- Partner with Transactional Services Senior Managers and Principals/Directors to identify and pursue business development opportunities.
- Research and develop proposal documents and may participate in presentations to pursue new clients.
- Perform other duties as required.
Benefits
- The firm emphasizes work/life fit for professionals.
- Opportunities for career advancement.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
