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

About this role

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, preferred

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

License/Certifications:

CPA or CA, preferred

Software:

Proficient with 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

Exhibits executive presence, intellectual curiosity and analytical thinking

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 to deal structures

Required to maintain the highly confidential nature of 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: $135,000 - $210,000 Maryland Range: $135,000 - $210,000 NYC/Long Island/Westchester Range: $160,000 - $210,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass 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!