Transaction Advisory Experienced Senior Associate - Financial Services (FDD)

BDO USA•New York, NY

33d•$90,000 - $135,000

About The Position

Job Summary: Join one of the fastest growing transaction advisory services practices 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 Experienced Advisory Services Senior Associate will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the USA.

Requirements

Bachelor’s degree in Accounting, Business Administration, or Finance, required
Four (4) or more years of public accounting experience, required
Proficient in using Microsoft Office Suites, specifically Word, Excel and PowerPoint – strong modeling skills, required
Strong verbal and written communication skills, specifically business writing aptitude
Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
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 either independently or 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 benefit the buyer
Required to maintain the highly confidential nature of information
Excellent project management skills with ability to produce quality work project with an attention to detail
Knowledgeable of technical accounting areas such as US GAAP and SEC reporting
Ability to travel as needed

Nice To Haves

MBA, preferred
One (1) or more years of prior TAS experience, preferred
Prior experience interacting and working directly with C-level personnel, preferred
CPA, CPA candidate, or CA, preferred
Prior exposure utilizing IDEA, preferred
Knowledge of IFRS desirable

Responsibilities

Prepares data book, reconciles company financial statements generates financial tables and analyses for due diligence report
Analyzes financial forecasts, historical earnings, assets and liabilities of target client
Performs industry and company research
Collects information from all available sources related to the target client’s business
Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
Identifies and proposes appropriate resolutions to critical issues related to the M&A process
Manages the relationship and information flow between BDO and the target client
Partners with Transactional Services Senior Manager and Principal/Director to identify and pursue business development opportunities
Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients
Other duties as required