Transaction Advisory Manager, SaaS Focus - Financial Due Diligence (FDD)
About The Position
The Transaction Advisory Services Manager manages financial, accounting, and operational due diligence engagements, with a focus on financial due diligence and SaaS. The role plans and oversees engagements, analyzes transaction-related financial and operating results, researches industry, company, and technical accounting matters, and prepares reports covering quality of earnings, working capital, and debt-like issues. The manager also coordinates information flow among BDO, clients, and target companies; supports business development; and supervises, reviews, and develops TAS Associates and Senior Associates. The role is part of BDO’s transaction advisory practice. BDO describes its environment as entrepreneurial, innovative, and flat, and emphasizes meaningful work, career development, strong relationships, and work/life fit. Travel may be required. The position requires a bachelor’s degree in accounting, business administration, or finance, along with relevant public accounting or transaction advisory experience.
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 Merger & Acquisition-specific experience at a mid/large firm.
- Proficiency with Microsoft Office Suite, specifically Word, Excel, and PowerPoint.
- Strong verbal and written communication skills, particularly business writing.
- Ability to adapt communication style to convey messages and objectives to all levels of management.
- Executive presence, intellectual curiosity, and analytical thinking.
- Ability to initiate and maintain relationships with client personnel and use network and industry relationships to identify business development opportunities.
- Ability to work independently and within a team in a demanding, deadline-driven environment, including managing unexpected issues professionally.
- Ability to analyze large volumes of data, identify potential issues, and propose appropriate resolutions in a transaction context.
- Ability to maintain the highly confidential nature of information.
- Excellent 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 the due diligence process, applying BDO standards to support effective, efficient delivery of quality services and products.
- Analyze financial and operating results in the context of a proposed transaction.
- Conduct industry, company, and technical accounting research to support client decision-making.
- 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 key quality of earnings, working capital, and debt-like issues that may affect a proposed transaction.
- Manage relationships and information flow among BDO, the client, and the target company.
- 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 throughout the fiscal year and as part of annual performance reviews.
- Perform other duties as required.
Benefits
- ESOP participation, providing beneficial ownership and an opportunity to share in the firm’s success.
- Comprehensive compensation and Total Rewards benefits offerings; eligibility requirements may apply.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
