BDO USA · 18 hours ago
Vice President, BDO Capital Advisors - Investment Banking
Miami, FL
Full-time
Onsite
Mid, Senior Level
$150K/yr - $225K/yr
7+ years expBDO USA is a leading accounting and advisory organization, and they are seeking a Vice President for their Capital Advisors team. This role involves overseeing financial analyses, conducting due diligence, and managing client interactions while also leading marketing efforts and recruiting junior professionals.
AccountingConsultingFinancial Services
Responsibilities
Manages and reviews work product of junior investment banking professionals
Supports Managing Directors in all aspects of firm marketing, business development, and deal execution
Oversees the preparation, analysis, and explanation of historical and projected financial information
Oversees business due diligence
Oversees the preparation of confidential information memoranda, management presentations, marketing materials, pitch books, and other presentations as needed
Oversees the creation of quantitative analyses, financial models, company valuation analyses, etc
Performs extensive and in-depth industry research to support client and marketing engagements
Builds relationships and maintains direct contact with clients, prospective clients, and professional advisors
Develops and implements a personal business development program to position the role for long-term success
Other duties as required
Supervises and leads a small team of Associates/Analysts
May act as a Career Advisor to Associates and Senior Associates, as assigned
Qualification
Required
Bachelor's degree in business, finance, or accounting, required
Seven (7) or more years of professional work experience with a minimum of 4 years of direct transaction experience preferably within Investment Banking or other financial vertical, required
FINRA Series 7 or 79 and 63, or in active pursuance of licensure, required
Proficient in the use of Microsoft Office Suite, required
Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast-paced work environment
Excellent written and verbal communication, listening, problem solving, interpersonal, and relationship-building skills
Strong financial modeling, research, and financial analysis skills
Ability to conduct thorough, independent quantitative and qualitative research
Ability to travel as needed
Preferred
MBA, preferred
Research tools such as CapitalIQ, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
BDO Total Rewards that encompass so much more than traditional “benefits.”
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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