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Sr. Associate, Transaction Advisory Services

BDO USA, LLP
United States, North Carolina, Charlotte
615 South College Street (Show on map)
Nov 22, 2024

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 Senior Associate, Transaction Advisory Services will be responsible for performing financial, accounting, and operational due diligence engagements.

Job Duties:



  • Analyzes target financial and operating results in the context of a proposed transaction
  • Performs industry, company, and technical accounting research from available resources
  • Conducts on-site and phone interviews with C-level personnel to gather information in support of the financial analysis
  • Identifies and proposes appropriate resolutions to critical issues related to the deal process
  • Coordinates the relationship and information flow between BDO internal team members and target and/or client
  • Delivers high quality exposition to select sections of the due diligence report
  • Contributes to the identification and pursuit efforts in business development opportunities
  • Other duties as required


Supervisory Responsibilities:



  • N/A


Qualifications, Knowledge, Skills and Abilities:

Education:



  • Bachelor's degree in Accounting, Business Administration, Finance, required


Experience:



  • Two (2) or more years of public accounting experience, in a financial assurance or transaction advisory services role, required
  • One (1) or more years of TAS experience, preferred
  • Experience interacting and working directly with C-level personnel, preferred


License/Certifications:



  • CPA, CPA candidate, or CA, preferred


Software:



  • Proficient in the use of Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required


Language:



  • N/A


Other 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
  • 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 independently and 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 within the context of the transaction
  • Ability to maintain the highly confidential nature of target information
  • Excellent project management skills with the ability to produce quality work with an attention to detail
  • Strong knowledge of technical accounting areas such as US GAAP
  • Ability to travel as needed



Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $85,000 - $115,000 Maryland Range: $85,000 - $115,000
NYC/Long Island/Westchester Range: $85,000 - $115,000
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