Manager, Transaction Advisory, Software

Job Description

Job Summary :

Join the national software group in one of the fastest growing transaction advisory services practices in the country, where your talent and efforts are valued.

Thrive in BDO's entrepreneurial environment with an innovative and flat organizational structure. Be challenged based on your abilities and not your title.

Be part of the number one middle market deals team, and truly experience the opportunity of being an immediate contributor with real opportunities for career advancement.

Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm's work quality, it equally values work / life fit for its professionals, allowing them to focus on what's important to them outside the office.

The Transaction Advisory Services Manager is responsible for managing financial, accounting, and operational due diligence engagements for companies in the Software / Software-as-a-Service ("SaaS") industry.

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 auditing and advising clients in the Software / SaaS industry, 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
• Knowledge of ASC 606 and familiarity with key metrics of Software / SaaS businesses, preferred
• 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

Colorado Range : $120,000 - $140,000

Washington Range : $120,000 - $140,000

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
• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability / vets

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