Senior Associate, Transaction Advisory Services
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
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 with 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
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