Houston, TX, USA
44 days ago
Experienced Senior Associate, Transaction Advisory Services

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:

N/A

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.   California Range:  $90,000 - $135,000 Colorado Range:  $90,000 - $135,000 Maryland Range:  $90,000 - $135,000 NYC/Long Island/Westchester Range:  $90,000 - $135,000 Washington Range:  $90,000 - $135,000 Washington DC Range:  $90,000 - $135,000
Confirm your E-mail: Send Email