Transaction Advisory Senior Manager - Data Analytics

BDO USA • Costa Mesa, CA

2d

About The Position

The Transaction Advisory Services Senior Manager will be responsible for managing financial due diligence engagements for middle market strategic and financial (private equity) acquirers. This role involves planning and overseeing the due diligence process, analyzing the quality of earnings, working capital, financial forecasts, and the quality of net assets. The Senior Manager will act as the primary contact for clients throughout the due diligence process, perform company research, conduct interviews with C-level personnel, and identify risks and issues related to transactions. Additionally, the role includes composing due diligence reports, managing client relationships, identifying business development opportunities, and partnering with management to promote Transaction Advisory Services.

Requirements

• Bachelor’s degree in Accounting, Business Administration, Finance or equivalent required
• Five (5) or more years of prior TAS experience required
• Three (3) to four (4) years of public accounting experience, required, preferably within an audit role
• CPA required
• Strong proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint
• 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
• Exhibits executive presence
• 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 deal structures
• Ability to maintain the highly confidential nature of information
• Excellent project management skills with ability to produce quality work project with an attention to detail
• Solid knowledge of technical accounting areas such as US GAAP
• Ability to travel

Nice To Haves

• MBA preferred
• Prior experience interacting and working directly with C-level personnel preferred

Responsibilities

• Plans and oversees the due diligence process and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products
• Acts as primary contact for the duration of due diligence process
• Analyzes quality of earnings, working capital, financial forecasts, quality of net assets and of acquisition target
• Performs company research and collects information from 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
• Assists in identifying risks and issues related to the transaction for incorporation into purchase agreements
• Composes due diligence reports for presentations to clients evaluating M&A decisions
• Manages the relationship and information flow between BDO and the target
• Identifies and pursues business development opportunities through industry and networking relationships
• Manages the development of proposal documents and conducts presentations in pursuit of acquiring new clients
• Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients
• Schedules and supervises the tasks and project assignments of Senior Associates and Managers
• Reviews work product prepared by Senior Associates and Managers and provides review comments
• Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process

What This Job Offers

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