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 process
Qualifications, 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
- 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.
California Range : $120,000 - $140,000
Washington Range : $120,000 - $140,000
30+ days ago