Transaction Advisory Manager - Financial Services (FDD)

Job Title

Transaction Advisory Services Manager

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

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.

NYC/Long Island/Westchester Range: $115,000 - $145,000