BDO USA · 2 days ago
Transaction Advisory Manager - Financial Services (FDD)
Woodbridge, NJ
Full-time
Onsite
Mid, Senior Level
$100K/yr - $170K/yr
5+ years expBDO USA is one of the fastest growing transaction advisory services practices in the country, seeking a Transaction Advisory Manager to manage financial, accounting, and operational due diligence engagements. The role involves overseeing the due diligence process, analyzing financial results, and managing relationships with clients and target companies.
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
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
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
Qualification
Required
Bachelor's degree in Accounting, Business Administration, or Finance
Five (5) 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 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
Preferred
Two (2) or more years of TAS experience
Experience interacting and working directly with C-level personnel
CPA, CPA candidate, or CA
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
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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