Transaction Advisory Manager, SaaS Focus - Financial Due Diligence; FDD

Position: Transaction Advisory Manager, SaaS Focus - Financial Due Diligence (FDD)
Job-:
Generalist

Location:

San Francisco, CA, United States;
San Jose, CA, United States;
Walnut Creek, CA, United States;
San Diego, CA, United States;
Costa Mesa, CA, United States;
Los Angeles, CA, United States

Schedule:

Full time Posted:
Closes:

Job Summary:

Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued. Thrive in BDO’s entrepreneurial environment with an innovative and flat organizational structure. Be challenged based on your abilities and not your title. Be part of the number one middle market deals team, and truly experience the opportunity of being an immediate contributor with real opportunities for career advancement.

Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm’s work quality, it equally values work/life fit for its professionals, allowing them to focus on what’s important to them outside the office.

The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements.

Job Duties:

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 and operating results within the context of a proposed transaction

Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction

Conducts on-site and/or phone interviews with C-level personnel at target company

Identifies and proposes appropriate resolutions to critical issues related to the M&A process

Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction

Manages the relationship and information flow between BDO, client and target company

Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships

Builds new relationships, and maintains existing relationships with BDO professionals in other lines of business

Researches and develops proposal documents, and may participate in presentations in pursuit of acquiring new clients

Other duties as required

Supervisory Responsibilities:

Schedules and supervises the tasks and project assignments of TAS Associates and Senior Associates Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits

Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process

Qualifications,

Knowledge, Skills and Abilities:

Education:

Bachelor’s degree in Accounting, Business Administration, or Finance, required

Experience:

Five (5) or more years of public accounting experience or three (3) or more years of TAS Merger & Acquisition specific experience at a mid/large firm, required

Experience interacting and working directly with C-level personnel, preferred

License/

Certifications:

CPA, CPA candidate, or CA, preferred

Software:

Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required

Language:

N/AOther Knowledge, Skills & Abilities:

Strong verbal and written communication skills, specifically business writing

Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management Exhibits…