Manager, Transaction Advisory - Financial Due Diligence
Reference #: 6517
Job Summary:
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 processQualifications, Knowledge, Skills and Abilities:
Education:
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
NYC/Long Island/Westchester Range: $100,000 - $170,000All qualified pplicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.