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

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

Location:

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

Acts as primary contact for C-level personnel for the duration of due diligence process

Analyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets and liabilities of target client

Performs industry and company research, and collects information from available sources related to target client’s business

Leads on-site and/or phone interviews with C-level personnel at target client to gather relevant information in support of the financial analysis

Leads team in identifying risks and issues related to the transaction for incorporation into purchase agreements

Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A process

Leads the narrative planning session prior to the writing of the financial due diligence report, and oversees composition of the financial due diligence report, highlighting the key deal-related issues impacting the proposed transaction

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

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 TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business lines

Other duties as required

Supervisory Responsibilities:

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

Partners with Directors within the TAS practice to provide verbal and written performance feedback to TAS Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process

Develops TAS Senior Associates and Managers by providing real-time and on-the-job insight and training

Supports a collaborative and team-oriented environment, while encouraging strong results and quality work Qualifications,

Knowledge, Skills and Abilities:

Education:

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

Experience:

Seven (7) or more years of public accounting experience, required

Four (4) or more years of TAS experience,…