Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD)

Job-ID: 10757Category: GeneralistLocation: New York, NY, United States; Woodbridge, NJ, United States; Boston, MA, United States; Stamford, CT, United StatesSchedule: Full timePosted: 2025-11-24Closes: 2026-11-24Job 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 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 productsAnalyzes financial and operating results within the context of a proposed transactionPerforms industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transactionConducts on-site and/or phone interviews with C-level personnel at target companyIdentifies and proposes appropriate resolutions to critical issues related to the M&A processComposes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transactionManages the relationship and information flow between BDO, client and target companyPartners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationshipsBuilds new relationships, and maintains existing relationships with BDO professionals in other lines of businessResearches and develops proposal documents, and may participate in presentations in pursuit of acquiring new clientsOther duties as requiredSupervisory Responsibilities:Schedules and supervises the tasks and project assignments of TAS Associates and Senior AssociatesReviews work product prepared by TAS Associates and Senior Associates, and provides review comments and editsDevelops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review processQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree in Accounting, Business Administration, or Finance, requiredExperience:Five (5) or more years of public accounting experience, required Two (2) or more years of TAS experience, preferredExperience interacting and working directly with C-level personnel, preferredLicense/Certifications:CPA, CPA candidate, or CA, preferredSoftware:Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, requiredLanguage:N/AOther Knowledge, Skills & Abilities:Strong verbal and written communication skills, specifically business writingAbility 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 opportunitiesCapable 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 a transactionRequired to maintain the highly confidential nature of informationExcellent project management skills with ability to produce quality work with an attention to detailStrong knowledge of technical accounting areas such as US GAAP Ability to travel as neededIndividual 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: $100,000 - $170,000 Maryland Range: $100,000 - $170,000 NYC/Long Island/Westchester Range: $130,000 - $160,000About the companyAt 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.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/vetsClick here to find out more!