Transaction Advisory Exp. Senior Associate, Financial Due Diligence

Transaction Advisory Services Senior Associate

The Transaction Advisory Services Senior Associate will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the USA.

Job Duties

• Prepares data book, reconciles company financial statements, generates financial tables and analyses for due diligence report
• Analyzes financial forecasts, historical earnings, assets and liabilities of target client
• Performs industry and company research
• Collects information from all available sources related to the target client's business
• Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
• Identifies and proposes appropriate resolutions to critical issues related to the M&A process
• Manages the relationship and information flow between BDO and the target client
• Partners with Transactional Services Senior Manager and Principal / Director to identify and pursue business development opportunities
• Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients
• Other duties as required

Qualifications, Knowledge, Skills and Abilities

Education :

Bachelor's degree in Accounting, Business Administration, or Finance, required

MBA, preferred

Experience :

Four (4) or more years of public accounting experience, required

Two (2) or more years of prior TAS experience, preferred

Prior experience interacting and working directly with C-level personnel, preferred

License / Certifications :

CPA, CPA candidate, or CA, preferred

Software :

Proficient in using Microsoft Office Suites, specifically Word, Excel and PowerPoint strong modeling skills, required

Prior exposure utilizing IDEA, preferred

Language :

N / A

Other Knowledge, Skills & Abilities :

Strong verbal and written communication skills, specifically business writing aptitude

Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management

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 either independently or 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 benefit the buyer

Required to maintain the highly confidential nature of information

Excellent project management skills with ability to produce quality work project with an attention to detail

Knowledgeable of technical accounting areas such as US GAAP and SEC reporting

Knowledge of IFRS desirable

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 : $90,000 - $135,000 Maryland Range : $90,000 - $135,000 NYC / Long Island / Westchester Range : $90,000 - $135,000