Transaction Advisory Senior Manager - Financial Services (FDD)

Transaction Advisory Services Senior Manager

The Transaction Advisory Services Senior 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
• Acts as the primary contact for C-level personnel for the duration of the due diligence process
• Analyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets, and liabilities of the target client
• Performs industry and company research, and collects information from available sources related to the target clients business
• Leads on-site and / or phone interviews with C-level personnel at the target client to gather relevant information in support of the financial analysis
• Leads the team in identifying risks and issues related to the transaction for incorporation into purchase agreements
• Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A process
• Leads the narrative planning session prior to the writing of the financial due diligence report, and oversees the composition of the financial due diligence report, highlighting the key deal-related issues impacting the proposed transaction
• Manages the relationship and information flow between BDO, the client, and the target company
• 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 TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business lines
• Other duties as required

Supervisory Responsibilities :

Schedules and supervises the tasks and project assignments of TAS Senior Associates and Managers

Reviews work product prepared by TAS Senior Associates and Managers, and provides review comments and edits, as necessary

Partners with Directors within the TAS practice to provide verbal and written performance feedback to TAS Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process

Develops TAS Senior Associates and Managers by providing real-time and on-the-job insight and training

Supports a collaborative and team-oriented environment, while encouraging strong results and quality work

Qualifications, Knowledge, Skills, and Abilities :

Education :

Bachelors degree in Accounting, Business Administration, or Finance, required

Experience :

Six (6) or more years of public accounting experience, required

Three (3) or more years of TAS experience, preferred

Experience interacting and working directly with C-level personnel, preferred

License / Certifications :

CPA 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 to deal structures

Required to maintain the highly confidential nature of information

Excellent project management skills, with the 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 candidates qualifications, experience, skills, and geography.

NYC / Long Island / Westchester Range : $135,000 - $210,000