Manager, Transaction Advisory Services

Job Summary:

The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements.

Job Duties:

• Plans and oversees the due diligence process, applying knowledge 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 companies.
• Identifies and proposes appropriate resolutions to critical issues related to the M&A process.
• Composes financial due diligence reports, highlighting key quality of earnings, working capital, and debt-like issues that may impact 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 to acquire new clients.
• Other duties as required.

Supervisory Responsibilities:

• Schedules and supervises the tasks and project assignments of TAS Associates and Senior Associates.
• Reviews work products prepared by TAS Associates and Senior Associates, providing 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.

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting, Business Administration, or Finance, required.

Experience:

• Four (4) or more years of public accounting experience, required.
• One (1) or more years of TAS experience, preferred.
• Experience interacting and working directly with C-level personnel, preferred.

License/Certifications:

• CPA, CPA candidate, or CA, preferred.

Software:

• Proficient with Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required.

Other Knowledge, Skills & Abilities:

• 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 appropriate resolutions within the context of a transaction.
• Required to maintain the highly confidential nature of information.
• Excellent project management skills with the ability to produce quality work with attention to detail.
• Strong knowledge of technical accounting areas such as US GAAP.
• 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: $100,000 - $170,000
Maryland Range: $100,000 - $170,000
NYC/Long Island/Westchester Range: $100,000 - $170,000

#J-18808-Ljbffr