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Transaction Advisory Manager, Financial Due Diligence
Transaction Advisory Manager, Financial Due DiligenceBDO USA • Boston, MA, United States
Transaction Advisory Manager, Financial Due Diligence

Transaction Advisory Manager, Financial Due Diligence

BDO USA • Boston, MA, United States
5 days ago
Job type
  • Full-time
Job description

Transaction Advisory Manager, Financial Due Diligence

BDO USA invites applicants for the Transaction Advisory Manager, Financial Due Diligence role. This position is part of our Transaction Advisory Services team and focuses on managing financial, accounting, and operational due‑diligence engagements.

Job Summary

The Transaction Advisory Services Manager is responsible for overseeing due‑diligence processes, applying BDO standards, and delivering quality services and products.

Responsibilities

  • Plan and oversee the due diligence process, ensuring effective and efficient delivery of quality services.
  • Analyze financial and operating results within the context of a proposed transaction.
  • Conduct industry, company, and technical accounting research to support client decision‑making.
  • Perform on‑site and / or phone interviews with C‑level personnel at target companies.
  • Identify and propose resolutions to critical issues related to the M&A process.
  • Compose financial due diligence reports, highlighting key quality of earnings, working capital, and debt‑like issues.
  • Manage the relationship and information flow between BDO, the client, and the target company.
  • Partner with TAS Senior Managers, Directors, and Principals to identify and pursue business development opportunities.
  • Build new relationships and maintain existing relationships with BDO professionals across lines of business.
  • Research and develop proposal documents and participate in presentations to acquire new clients.

Supervisory Responsibilities

  • Schedule and supervise the tasks and project assignments of TAS Associates and Senior Associates.
  • Review work products prepared by TAS Associates and Senior Associates, providing comments and edits.
  • Provide on‑the‑job and formal training and professional development opportunities.
  • Deliver verbal and written performance feedback throughout the fiscal year and during the annual performance review process.
  • Education

  • Bachelor’s degree in Accounting, Business Administration, or Finance.
  • Experience

  • Four (4) or more years of public accounting experience.
  • One (1) or more years of TAS experience (preferred).
  • Experience interacting with C‑level personnel (preferred).
  • License / Certifications

  • CPA, CPA candidate, or CA (preferred).
  • Software

  • Proficient with Microsoft Office Suite (Word, Excel, PowerPoint).
  • Language

  • N / A
  • Other Knowledge, Skills & Abilities

  • Strong verbal and written communication skills, specifically business writing.
  • Ability to adapt communication style to convey messaging to all levels of management.
  • Exhibits executive presence, intellectual curiosity, and analytical thinking.
  • Capacity to initiate and maintain solid relationships with client personnel and to leverage network relationships for business development.
  • Ability to work in a demanding, deadline‑driven environment independently and within a team.
  • Ability to analyze large volumes of data to identify potential issues and propose appropriate resolutions.
  • Required to maintain the highly confidential nature of information.
  • Excellent project management skills with an attention to detail.
  • Strong knowledge of technical accounting areas such as US GAAP.
  • Willingness to travel as needed.
  • Salary Range

    National : $100,000 – $170,000

    Maryland : $100,000 – $170,000

    NYC / Long Island / Westchester : $115,000 – $145,000

    About BDO

    BDO is a global accounting and advisory organization focused on delivering exceptional outcomes for clients, people, and communities. We are an Employee Stock Ownership Plan (ESOP) company that values teamwork, innovation, and diversity. BDO provides assurance, tax, and advisory services worldwide.

    Benefits

  • Welcoming diverse perspectives and fostering an inclusive culture.
  • Empowering team members to reach their full potential.
  • Celebrating ingenuity and innovation to transform business.
  • Commitment to resilience and sustainability for people, clients, and communities.
  • Comprehensive Total Rewards offerings, including ESOP participation.
  • Equal Opportunity Employer

    BDO USA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. "BDO USA, P.A. is an EO employer M / F / Veteran / Disability".

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

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    Manager Financial Due Diligence • Boston, MA, United States

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