Talent.com
Transaction Advisory Manager, Financial Due Diligence

Transaction Advisory Manager, Financial Due Diligence

BDO USAStamford, CT, United States
3 days ago
Job type
  • Full-time
Job description

Overview

Join to apply for the Transaction Advisory Manager, Financial Due Diligence role at BDO USA .

The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements.

Job Duties

  • 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
  • Analyzes financial and operating results within the context of a proposed transaction
  • Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction.
  • Conducts on-site and / or phone interviews with C-level personnel at target company
  • Identifies and proposes appropriate resolutions to critical issues related to the M&A process
  • Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction.
  • Manages the relationship and information flow between BDO, client and target company
  • Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships
  • Builds new relationships, and maintains existing relationships with BDO professionals in other lines of business
  • Researches and develops proposal documents, and may participate in presentations in pursuit of acquiring new clients
  • Other duties as required

Supervisory Responsibilities

  • Schedules and supervises the tasks and project assignments of TAS Associates and Senior Associates
  • Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits
  • Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities
  • Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process
  • Education

    Qualifications, Knowledge, Skills and Abilities

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

  • Four (4) or more years of public accounting experience, required
  • One (1) or more years of TAS experience, preferred
  • Experience interacting and working directly with C-level personnel, preferred
  • License / Certifications

  • CPA, CPA candidate, or CA, preferred
  • Software

  • Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
  • Language

  • N / A
  • Other Knowledge, Skills & Abilities

  • Strong verbal and written communication skills, specifically business writing
  • Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
  • Exhibits executive presence, intellectual curiosity and analytical thinking.
  • 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 independently and 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 within the context of a transaction
  • Required to maintain the highly confidential nature of information
  • Excellent project management skills with ability to produce quality work with an attention to detail
  • Strong knowledge of technical accounting areas such as US GAAP
  • Ability to travel as needed
  • Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

    National Range : $100,000 - $170,000

    Maryland Range : $100,000 - $170,000

    NYC / Long Island / Westchester Range : $115,000 - $145,000

    About Us

    Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

    At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

    BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

    We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional “benefits.”
  • Benefits may be subject to eligibility requirements.
  • Equal Opportunity Employer, including disability / vets. 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

    #J-18808-Ljbffr

    Create a job alert for this search

    Financial Due Diligence Manager • Stamford, CT, United States

    Related jobs
    • Promoted
    TAS Manager - Financial Due Diligence - Energy and Infrastructure

    TAS Manager - Financial Due Diligence - Energy and Infrastructure

    RSM US LLPStamford, CT, United States
    Full-time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show moreLast updated: 3 days ago
    • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data AnnotationNew Rochelle, New York
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    TAS Manager - Financial Due Diligence - Healthcare

    TAS Manager - Financial Due Diligence - Healthcare

    NYC StaffingNew York, NY, US
    Full-time
    Financial Due Diligence Manager.We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients...Show moreLast updated: 15 hours ago
    • Promoted
    TAS Senior Associate - Financial Due Diligence - TMT

    TAS Senior Associate - Financial Due Diligence - TMT

    RSMNew York, NY, US
    Full-time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show moreLast updated: 29 days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationDanbury, Connecticut
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 29 days ago
    • Promoted
    Transaction Advisory Experienced Manager, Financial Due Diligence

    Transaction Advisory Experienced Manager, Financial Due Diligence

    BDO USAStamford, CT, United States
    Full-time
    Transaction Advisory Experienced Manager, Financial Due Diligence.Be among the first 25 applicants.The Transaction Advisory Services Manager will be responsible for managing financial, accounting a...Show moreLast updated: 1 day ago
    • Promoted
    Financial Due Diligence Director

    Financial Due Diligence Director

    NYC StaffingNew York, NY, US
    Full-time
    Financial Due Diligence Director.As a Financial Due Diligence Director, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full ran...Show moreLast updated: 5 days ago
    • Promoted
    Managing Director, Transaction Advisory Services Healthcare Financial Due Diligence

    Managing Director, Transaction Advisory Services Healthcare Financial Due Diligence

    ConfidentialNew York City, NY, United States
    Full-time
    Managing Director, Transaction Advisory Services Healthcare Financial Due Diligence.Premier professional services firm specializing in accounting & advisory services. The Company is seeking a Managi...Show moreLast updated: 2 days ago
    Senior Manager, Transaction Advisory

    Senior Manager, Transaction Advisory

    Baker Tilly Advisory Group, LPUSA, New York, New York
    Full-time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationBridgeport, Connecticut
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 8 days ago
    • Promoted
    Relationship Advisor

    Relationship Advisor

    Hudson Valley Credit UnionCarmel, NY, United States
    Full-time
    Hudson Valley Credit Union is recruiting for the position of Relationship Advisor.Primary Function : provide highest level member service through efficient, accurate transaction processing and apply...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Due Diligence Manager

    Financial Due Diligence Manager

    Grant Thornton LLPNew York, NY, US
    Full-time
    Financial Due Diligence Manager.As a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    TAS Director - Financial Due Diligence

    TAS Director - Financial Due Diligence

    RSMNew York, NY, US
    Full-time
    Director, Financial Due Diligence.RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work ...Show moreLast updated: 3 hours ago
    • Promoted
    Financial Due Diligence Director

    Financial Due Diligence Director

    Grant Thornton LLPNew York, NY, US
    Full-time
    Financial Due Diligence Director.As a Financial Due Diligence Director, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full ran...Show moreLast updated: 11 days ago
    • Promoted
    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Data AnnotationNorwalk, Connecticut
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 8 days ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationNorwalk, Connecticut
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 29 days ago
    • Promoted
    Financial Due Diligence Manager

    Financial Due Diligence Manager

    NYC StaffingNew York, NY, US
    Full-time
    Financial Due Diligence Manager.As a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range...Show moreLast updated: 9 days ago
    • Promoted
    Financial Due Diligence Senior Associate

    Financial Due Diligence Senior Associate

    Grant Thornton LLPNew York, NY, US
    Full-time
    At Grant Thornton, we believe in making business more personal and building trust into every result for our clients and you. Here, we go beyond your expectations of a career in professional service...Show moreLast updated: 30+ days ago