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

Experience:

One (1) to two (2) years of prior TAS experience, required An additional two (2) to three (3) years of public accounting experience, required, preferably within an audit role Prior experience interacting and working directly with C-level personnel, preferred

License/Certifications:

CPA, required

Software:

Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint, required 

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  Ability 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 up to 50% of time   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: $85,000 - $110,000 Colorado Range: $85,000 - $110,000 NYC/Long Island/Westchester Range: $85,000 - $110,000 Washington Range: $85,000 - $110,000