BDO Capital ESOP Advisory Vice President jobs in United States
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BDO · 3 days ago

BDO Capital ESOP Advisory Vice President

BDO is a leading accounting and advisory organization that focuses on delivering exceptional and sustainable outcomes for clients. The Vice President, BDO Capital Advisors, oversees financial analyses, due diligence, and marketing efforts while managing client interactions and leading junior professionals.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Manages and reviews work product of junior investment banking professionals
Supports Managing Directors in all aspects of firm marketing, business development, and deal execution
Oversees the preparation, analysis, and explanation of historical and projected financial information
Oversees business due diligence
Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed
Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc
Performs extensive and in-depth industry research to support client and marketing engagements
Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors
Develops and implements a personal business development program to position the role for long-term success
Other duties as required
Supervises and leads a small team of Associates/Analysts
May act as a Career Advisor to Associates and Senior Associates, as assigned

Qualification

Financial analysisTransaction experienceFinancial modelingMicrosoft Office SuiteCapitalIQOrganizational skillsTime managementCommunication skillsInterpersonal skillsProblem solvingRelationship-building

Required

Bachelor's degree in business, finance, or accounting, required
Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience preferably within Investment Banking or other financial vertical, required
FINRA Series 7 or 79 and 63, or in active pursuance of licensure, required
Proficient in the use of Microsoft Office Suite, required
Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast-paced work environment
Excellent written and verbal communication, listening, problem solving, interpersonal, and relationship-building skills
Strong financial modeling, research, and financial analysis skills
Ability to conduct thorough, independent quantitative and qualitative research
Ability to travel as needed

Preferred

MBA, preferred
Research tools such as CapitalIQ, preferred

Benefits

Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement

Company

BDO is the leading provider of professional services within the mid-tier of our profession.

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 Stage

Leadership Team

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Barbara Derus
Managing Partner South Central Region - Transfer Pricing
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Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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Company data provided by crunchbase