BDO · 1 month ago
Transaction Advisory Experienced Senior Associate - Financial Services (FDD)
200 Park Avenue, New York, NY, 10166, US
Full-time
Onsite
Mid, Senior Level
$90K/yr - $135K/yr
4+ years expBDO is one of the fastest growing transaction advisory services practices in the country, providing an entrepreneurial environment for its professionals. The Transaction Experienced Advisory Services Senior Associate will manage financial, accounting, and operational due diligence engagements for strategic and financial buyers throughout the USA.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
Prepares data book, reconciles company financial statements generates financial tables and analyses for due diligence report
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
Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
Identifies and proposes appropriate resolutions to critical issues related to the M&A process
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
Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients
Other duties as required
Qualification
Required
Bachelor's degree in Accounting, Business Administration, or Finance, required
Four (4) or more years of public accounting experience, required
Proficient in using Microsoft Office Suites, specifically Word, Excel and PowerPoint – strong modeling skills, 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
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
Knowledgeable of technical accounting areas such as US GAAP and SEC reporting
Ability to travel as needed
Preferred
MBA, preferred
One (1) 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, preferred
Knowledge of IFRS desirable
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO 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 StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
Recent News
2025-10-22
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2025-10-21
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2025-10-09
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