BDO USA · 1 day ago
Transaction Advisory Senior Manager - Financial Services (FDD)
Woodbridge, NJ
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$135K/yr - $210K/yr
7+ years expBDO USA is one of the fastest growing transaction advisory services practices in the country, seeking a Transaction Advisory Senior Manager to manage financial, accounting, and operational due diligence engagements. The role involves overseeing the due diligence process, acting as a primary contact for C-level personnel, and identifying business development opportunities.
AccountingConsultingFinancial Services
Responsibilities
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
Acts as primary contact for C-level personnel for the duration of due diligence process
Analyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets and liabilities of target client
Performs industry and company research, and collects information from available sources related to target client’s business
Leads on-site and/or phone interviews with C-level personnel at target client to gather relevant information in support of the financial analysis
Leads team in identifying risks and issues related to the transaction for incorporation into purchase agreements
Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A process
Leads the narrative planning session prior to the writing of the financial due diligence report, and oversees composition of the financial due diligence report, highlighting the key deal-related issues impacting the proposed transaction
Manages the relationship and information flow between BDO, client and target company
Identifies and pursues business development opportunities through industry and networking relationships
Manages the development of proposal documents, and conducts presentations in pursuit of acquiring new clients
Partners with management members of BDO offices to identify and promote the services of the TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business lines
Schedules and supervises the tasks and project assignments of TAS Senior Associates and Managers
Reviews work product prepared by TAS Senior Associates and Managers, and provides review comments and edits, as necessary
Partners with Directors within the TAS practice to provide verbal and written performance feedback to TAS Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process
Develops TAS Senior Associates and Managers by providing real-time and on-the-job insight and training
Supports a collaborative and team-oriented environment, while encouraging strong results and quality work
Qualification
Required
Bachelor's degree in Accounting, Business Administration, or Finance
Seven (7) or more years of public accounting experience
Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint
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 to deal structures
Required to maintain the highly confidential nature of information
Excellent project management skills, with the 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
Preferred
Four (4) or more years of TAS experience
Experience interacting and working directly with C-level personnel
CPA or CA
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
BDO Total Rewards that encompass so much more than traditional 'benefits.'
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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