Transaction Advisory Senior Manager - Data Analytics

The Transaction Advisory Services Senior Manager will be responsible for managing financial due diligence engagements for middle market strategic and financial (private equity) acquirers., * Plans and oversees the due diligence process and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products

• Acts as primary contact for the duration of due diligence process
• Analyzes quality of earnings, working capital, financial forecasts, quality of net assets and of acquisition target
• Performs company research and collects information from 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
• Assists in identifying risks and issues related to the transaction for incorporation into purchase agreements
• Composes due diligence reports for presentations to clients evaluating M&A decisions
• Manages the relationship and information flow between BDO and the target
• Identifies and pursues business development opportunities through industry and networking relationships
• Manages the development of proposal documents and conducts presentations in pursuit of acquiring new clients
• Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients
• Other duties as required

Supervisory Responsibilities:

• Schedules and supervises the tasks and project assignments of Senior Associates and Managers
• Reviews work product prepared by Senior Associates and Managers and provides review comments
• Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process

Data Analysis, Financial Management, Marketing Strategy, Due Diligence, Financial Strategy, Service Delivery, Analysis Skills, Forecasting, Interviewing Skills, C-Level Management, * Bachelor’s degree in Accounting, Business Administration, Finance or equivalent required

• MBA preferred

Experience:

• Five (5) or more years of prior TAS experience required
• Three (3) to four (4) 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:

• Strong proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint, * 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
• Exhibits executive presence
• 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 deal structures
• 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
• Solid knowledge of technical accounting areas such as US GAAP
• Ability to travel

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: $155,000 - $180,000
• Maryland Range: $155,000 - $180,000
• NYC/Long Island/Westchester Range: $155,000 - $180,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.