Job Summary: The Transaction Advisory Services Senior Associate will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the USA. Job Duties:
- 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
Qualifications, Knowledge, Skills and Abilities: Education:
- Bachelor's degree in Accounting, Business Administration, or Finance, required
- MBA, preferred
Experience:
- Four (4) or more years of public accounting experience, required
- Two (2) or more years of prior TAS experience, preferred
- Prior experience interacting and working directly with C-level personnel, preferred
License/Certifications:
- CPA, CPA candidate, or CA, preferred
Software:
- Proficient in using Microsoft Office Suites, specifically Word, Excel and PowerPoint - strong modeling skills, required
- Prior exposure utilizing IDEA, preferred
Language:
Other Knowledge, Skills & Abilities:
- 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
- Knowledge of IFRS desirable
- Ability to travel as needed
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $90,000 - $135,000
NYC/Long Island/Westchester Range: $90,000 - $135,000
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