Transaction Advisory Manager, SaaS Focus - Financial Due Diligence (FDD)

BDO USA•San Francisco, CA

About The Position

The Transaction Advisory Services Manager manages financial, accounting, and operational due diligence engagements, with a focus on SaaS and financial due diligence. The role plans and oversees due diligence work, analyzes financial and operating results in the context of proposed transactions, conducts research, and prepares reports on transaction-related findings. The Manager also maintains relationships and information flow among BDO, clients, and target companies, and supports business development and client acquisition. The role supervises and develops TAS Associates and Senior Associates by assigning and reviewing work, providing training and development opportunities, and delivering performance feedback. BDO describes an entrepreneurial, flat organizational structure, opportunities for career advancement, and an emphasis on work/life fit. The position requires a bachelor’s degree in Accounting, Business Administration, or Finance, along with at least five years of public accounting experience or at least three years of TAS merger and acquisition experience at a mid-sized or large firm. Travel may be required as needed. Listed national and Maryland salary ranges are $100,000–$170,000; the NYC/Long Island/Westchester range is $130,000–$160,000. Individual offers depend on factors including qualifications, experience, skills, and geography.

Requirements

Bachelor’s degree in Accounting, Business Administration, or Finance.
Five or more years of public accounting experience, or three or more years of TAS M&A-specific experience at a mid-sized or large firm.
Proficiency with Microsoft Office Suite, particularly Word, Excel, and PowerPoint.
Strong verbal and written communication skills, particularly business writing.
Ability to adapt communication style to convey messaging and objectives effectively to all levels of management.
Ability to initiate and maintain relationships with client personnel at all levels and use network and industry relationships to identify business development opportunities.
Ability to work independently and as part of a team in a demanding, deadline-driven environment, and professionally manage unexpected issues or questions.
Ability to analyze large volumes of data, identify potential issues, and propose appropriate resolutions in the context of a transaction.
Ability to maintain the highly confidential nature of information.
Strong project management skills and attention to detail.
Strong knowledge of technical accounting areas such as US GAAP.
Ability to travel as needed.

Nice To Haves

Experience interacting and working directly with C-level personnel.
CPA, CPA candidate, or CA.

Responsibilities

Plan and oversee due diligence processes, applying BDO standards to deliver quality services and products effectively and efficiently.
Analyze financial and operating results in the context of proposed transactions.
Conduct industry, company, and technical accounting research to help clients make informed transaction decisions.
Conduct on-site and/or phone interviews with target-company C-level personnel.
Identify critical issues related to the M&A process and propose appropriate resolutions.
Prepare financial due diligence reports highlighting quality of earnings, working capital, and debt-like issues that may affect a proposed transaction.
Manage relationships and information flow among BDO, clients, and target companies.
Partner with TAS Senior Managers, Directors, and Principals to identify and pursue business development opportunities through industry and network relationships.
Build new relationships and maintain existing relationships with BDO professionals in other lines of business.
Research and develop proposal documents and may participate in presentations to acquire new clients.
Schedule and supervise tasks and project assignments for TAS Associates and Senior Associates.
Review work prepared by TAS Associates and Senior Associates, providing review comments and edits.
Develop TAS Associates and Senior Associates through on-the-job and formal training and professional development opportunities.
Provide verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and during annual performance reviews.
Perform other duties as required.