Senior Associate, Transaction Advisory Services

Job Summary:

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

Language:

• N/A

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 project with an 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