BDO USA · 3 days ago
Transaction Advisory Exp. Manager - Financial Due Diligence
Boston, MA
Full-time
Onsite
Senior Level
$130K/yr - $160K/yr
6+ years expBDO USA is one of the fastest growing transaction advisory services practices in the country, seeking a Transaction Advisory Services Experienced Manager. This role involves managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
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 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, securities, intellectual properties, real estate and other assets
Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
Assists in identifying risks and issues related to integration planning, timelines and functional areas
Identifies and proposes appropriate resolutions to critical issues related to the M&A process
Composes financial analysis report for presentations to assist target clients in evaluating M&A decisions
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 through industry and network relationships
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 (Senior) Analysts
Reviews work product prepared by (Senior) Analysts and provides review comments
Acts as a Career Advisor to (Senior) Analysts by identifying and providing on-the-job and formal training and professional development opportunities
Provides verbal and written performance feedback to (Senior) Analysts throughout the fiscal year and as part of the annual performance review process
Qualification
Required
Bachelor's or Master's degree in Accounting, Business Administration, or Finance, required
Six (6) or more years of public accounting experience, required
Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint, required
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
Exhibits executive presence
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
Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
Ability to travel as needed
Preferred
MBA, preferred
Three (3) or more years of prior TAS experience, preferred
Prior experience interacting and working directly with C-level personnel, preferred
CPA, CPA candidate, or CA, preferred
Prior exposure utilizing IDEA is beneficial, preferred
Knowledge of IFRS desirable
Benefits
Flexibility and opportunities for advancement
Employee Stock Ownership Plan (ESOP)
Annual allocation to the ESOP is fully funded by BDO through investments in company stock
Comprehensive compensation and Total Rewards 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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