Exp Manager, Trans Adv Svcs jobs in United States
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BDO · 7 hours ago

Exp Manager, Trans Adv Svcs

BDO is one of the fastest growing transaction advisory services practices in the country, valuing talent and offering an entrepreneurial environment. The Transaction Advisory Services Experienced Manager will manage financial, accounting, and operational due diligence engagements for both strategic and financial buyers throughout the United States.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

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
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, securities, intellectual properties, real estate and other assets
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 integration planning, timelines and functional areas
Identifies and proposes appropriate resolutions to critical issues related to the M&A process
Composes financial analysis report for presentations to assist target clients in evaluating M&A decisions
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 through industry and network relationships
Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients
Other duties as required
Schedules and supervises the tasks and project assignments of (Senior) Analysts
Reviews work product prepared by (Senior) Analysts and provides review comments
Acts as a Career Advisor to (Senior) Analysts by identifying and providing on-the-job and formal training and professional development opportunities
Provides verbal and written performance feedback to (Senior) Analysts throughout the fiscal year and as part of the annual performance review process

Qualification

Financial analysisDue diligencePublic accountingTechnical accountingCPACAMicrosoft Office SuiteProject managementRelationship managementBusiness developmentData analysisCommunication skills

Required

Bachelor's or Master's degree in Accounting, Business Administration, or Finance, required
Six (6) or more years of public accounting experience, required
Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint, required
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 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
Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
Ability to travel as needed

Preferred

MBA, preferred
Three (3) or more years of prior TAS experience, preferred
Prior experience interacting and working directly with C-level personnel, preferred
CPA, CPA candidate, or CA, preferred
Prior exposure utilizing IDEA is beneficial, preferred
Knowledge of IFRS desirable

Benefits

Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
BDO Total Rewards that encompass so much more than traditional 'benefits.'

Company

BDO is the leading provider of professional services within the mid-tier of our profession.

H1B Sponsorship

BDO 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 Stage

Leadership Team

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Barbara Derus
Managing Partner South Central Region - Transfer Pricing
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Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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Company data provided by crunchbase