Transaction Advisory Experienced Senior Associate - Financial Due Diligence (FDD)

BDO USA, P.C. • Mclean, VA

15h • $90,000 - $135,000

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 and analyzes financial information, researches target companies and industries, gathers information from available sources, and conducts interviews with senior client personnel. It also supports the identification and resolution of issues in the M&A process, manages relationships and information flow with target clients, and contributes to business development and proposal efforts. The position is part of BDO’s Transaction Advisory Services practice and offers an entrepreneurial, collaborative environment with opportunities to contribute and advance. BDO emphasizes work quality, work/life fit, professional growth, and a culture of shared ownership through its ESOP.

Requirements

• Bachelor’s degree in Accounting, Business Administration, or Finance.
• At least four years of public accounting experience.
• Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint, including strong modeling skills.
• Strong verbal and written communication skills, particularly business writing.
• Ability to adapt communication style to convey messaging and objectives to all levels of management.
• Ability to build and maintain relationships with client personnel and use network and industry relationships to identify business development opportunities.
• Ability to work independently or as part of a team in a demanding, deadline-driven environment and manage unexpected issues professionally.
• Ability to analyze large volumes of data, identify potential issues, and propose appropriate resolutions to benefit the buyer.
• Ability to maintain the highly confidential nature of information.
• Excellent project management skills and attention to detail in producing quality work.
• 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 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 target clients’ financial forecasts, historical earnings, assets, and liabilities.
• Perform industry and company research.
• Collect information from available sources related to the target client’s business.
• Conduct on-site and/or phone interviews with C-level personnel or target clients to gather information supporting financial analysis.
• Identify and propose appropriate resolutions to critical issues related to the M&A process.
• Manage the relationship and information flow between BDO and the target client.
• Partner with Transactional Services Senior Managers and Principals/Directors to identify and pursue business development opportunities.
• Research and develop proposal documents and potentially participate in presentations to acquire new clients.
• Perform other duties as required.

Benefits

• BDO ESOP, providing participants a stake in the firm’s success through beneficial ownership.
• Comprehensive compensation and Total Rewards benefits offerings; benefits may be subject to eligibility requirements.
• Opportunities for career advancement and professional growth.
• Work/life fit.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior