What are the responsibilities and job description for the Transaction Advisory Exp. Manager - Financial Due Diligence position at BDO USA, P.C.?
Transaction Advisory Exp. Manager - Financial Due Diligence
New York, NY, United States and 3 more
Job Description
Job Summary:
Join one of the fastest growing transaction advisory services practices 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 Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.
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 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, securities, intellectual properties, real estate and other assets
Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis
Assists in identifying risks and issues related to integration planning, timelines and functional areas
Identifies and proposes appropriate resolutions to critical issues related to the M&A process
Composes financial analysis report for presentations to assist target clients in evaluating M&A decisions
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 through industry and network relationships
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 (Senior) Analysts
Reviews work product prepared by (Senior) Analysts and provides review comments
Acts as a Career Advisor to (Senior) Analysts by identifying and providing on-the-job and formal training and professional development opportunities
Provides verbal and written performance feedback to (Senior) Analysts throughout the fiscal year and as part of the annual performance review process
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor’s or Master’s degree in Accounting, Business Administration, or Finance, required
MBA, preferred
Experience:
Six (6) or more years of public accounting experience, required
Three (3) or more years of prior TAS experience, preferred
Prior experience interacting and working directly with C-level personnel, preferred
License/Certifications:
CPA, CPA candidate, or CA, preferred
Software:
Proficiency using Microsoft Office Suites, specifically Word, Excel and PowerPoint, required
Prior exposure utilizing IDEA is beneficial, preferred
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
Exhibits executive presence
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
Required to maintain the highly confidential nature of information
Excellent project management skills with ability to produce quality work project with an attention to detail
Solid knowledge of technical accounting areas such as US GAAP and SEC reporting
Knowledge of IFRS desirable
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.
Massachusetts Range: $130,000 - $160,000
New Jersey Range: $130,000 - $160,000
NYC/Long Island/Westchester Range: $135,000 - $165,000
About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
Apply Now
Job Info
Job Identification
10760
Job Category
Generalist
Posting Date
11/25/2025, 02:50 AM
Apply Before
11/25/2026, 02:50 AM
Job Schedule
Full time
Locations
200 Park Avenue, New York, NY, 10166, US
1055 Washington Blvd, Stamford, CT, 06901, US
90 Woodbridge Center Dr., Woodbridge, NJ, 07095, US
15 One International Place, Boston, MA, 02110, US
Salary : $135,000 - $165,000