Transaction Advisory Manager - Financial Due Diligence
$130k - $160kBDO USA
Transaction Advisory Services Manager
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 products
- Analyzes financial and operating results within the context of a proposed transaction
- Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction
- Conducts on-site and/or phone interviews with C-level personnel at target company
- Identifies and proposes appropriate resolutions to critical issues related to the M&A process
- Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction
- Manages the relationship and information flow between BDO, client and target company
- Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships
- Builds new relationships, and maintains existing relationships with BDO professionals in other lines of business
- 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 TAS Associates and Senior Associates
- Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits
- Develops 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 process
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor's degree in Accounting, Business Administration, or Finance, required
Experience:
- Five (5) or more years of public accounting experience, required
- Two (2) 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 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 within the context of a transaction
- Required to maintain the highly confidential nature of information
- Excellent project management skills with 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: $100,000 - $170,000 Maryland Range: $100,000 - $170,000 NYC/Long Island/Westchester Range: $130,000 - $160,000
BDO USA$160k
...Manager Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and...SuggestedPart timeWork at officeFlexible hours$200k
Director - Transaction Advisory/Financial Due Diligence About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial... ...Counsel and mentor Associates, Senior Associates and Managers Effectively lead the team in conversations with...SuggestedOdd jobPart timeWork at officeFlexible hours- ...GmbH is seeking a Director for its Transaction Advisory practice in Houston. This role involves leading due diligence projects, mentoring staff, and managing client relationships across... ...candidates will have robust experience in financial accounting due diligence, a strong...Suggested
$110k - $130k
...Transaction Advisory Senior Consultant- Financial Due Diligence Withum is a place where talent thrives - where who you are matters. It's a place of endless... ...will be a vital member of the team driving project management work at various points in the financial due...SuggestedWork experience placementWork at officeLocal area- ...Consultant SLR's Global Advisory teams combine... ...navigate business and transaction complexities, decarbonize... ...Consultant to help manage and grow the Finance... ...Advisory - Transactional Due Diligence practice. As our... ...equity, legal, financial services, and industrial...SuggestedPermanent employmentFull timeTemporary workFor subcontractor
$128k - $192k
...Financial Due Diligence Manager As a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the...Work experience placementWork at office- Tax Director, Transaction Advisory Services Houston, TX, United States Job Description... ...(deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects).... ...computations reflected in their financial models, and assists clients in...Work at office
$150k - $200k
...Tax Experienced Manager, Transaction Advisory Services The Tax Experienced Manager, Transaction Advisory... ...services include deal structuring, due diligence, post-deal integration, tax... ...opportunities while advising both strategic and financial buyers and sellers on alternative...Work at office$120k - $160k
...Tax Manager, Transaction Advisory Services The Tax Manager, Transaction Advisory Services is an essential... ...services include deal structuring, due diligence, post-deal integration, tax... ...tax computations reflected in their financial models, and assists clients in the quantitative...- ...deep expertise in EHS and ESG due diligence, this is your opportunity... ...This Role Matters**ERM’s Transaction Advisory team is experiencing significant... ...corporations. As a **Managing Consultant,** **Due Diligence... ...Exposure to private equity or financial sector transactions.*...Local area
$165k - $200k
Description Director, Corporate Transaction Tax & Advisory About Alvarez & Marsal... ...with deep operating and financial-related experience, the team... ...expectations; Perform due diligence including review of tax returns... ..., presentation, project management, and business development...Part timeLocal areaFlexible hours$80k - $135k
Skills The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities... ...around the key financial and business issues... ...on buy and sell side diligence engagements. Demonstrate... ...Accounting/Finance, Management, Engineering,...Work experience placementLocal area$120k - $185k
...BRG Transaction Advisory Practice Professional The BRG Transaction... ...to add professionals due to client and market... ...around the key financial and business issues in... ...on buy and sell side diligence engagements. Demonstrate... ...Accounting/Finance, Management, Engineering,...Work experience placementLocal area- Black & Veatch is seeking a Transactions Consultant to support technical due diligence engagements for diverse assets in renewable energy, oil & gas, and more. The successful candidate will join an exceptional team, contributing to multiple projects while enhancing client...Full time
- ...insurance broking and advisory firm, supporting... ...full life-cycle of M&A transactions. You'll play a key role... ...commercial insurance due diligence process for private equity transactions, managing engagements from initial... ...with clients' legal, financial, and operational...Permanent employment
- A leading professional services firm in Houston is seeking a Transaction Services Senior Analyst to execute financial due diligence engagements. The role requires a Bachelor’s degree in accounting or finance, and 2-3 years of relevant experience. Ideal candidates will...
$100k
Alvarez & Marsal is seeking an Associate in Houston to assist with financial due diligence for buy-side and sell-side transactions. The role involves analyzing cash flows, assessing target company earnings, and working closely with clients across various industries. A minimum...$195.42k - $370.53k
The KPMG Advisory practice is at the forefront of transformation... ...Insurance IT M&A - Due Diligence, Integration and... ...across insurance transactions, including life,... ...transformation Establish and manage program governance... ...-deal) within the Financial Services industry,covering...H1bLocal area$116.2k - $212.9k
...International Corporate Tax Advisory - Manager The opportunity The International Tax and Transaction Services practice is comprised... ...state bar membership Tax due diligence, deal-structuring, and post-... ...needed to support your physical, financial, and emotional well-being....Work experience placementSummer holidayFlexible hours- ...professional services firm is seeking a Director for its financial diligence team in Houston. The ideal candidate will manage due diligence projects, analyze financial data, and aid in negotiations throughout the transaction lifecycle. A bachelor's degree in Accounting or...
- ...Transactions Consultant Digital Infrastructure Date... ...contribute to technical due diligence engagements for data... ..., consultants, and financial analysts, with the expectation... ...overall project management responsibilities over... ...Infrastructure Advisory. While the position is...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
- ...Transactions Consultant Date: May 19, 2026 Location... ...to technical due diligence engagements for multiple... ...engineers, consultants, and financial analysts, with the... ...develop overall project management responsibilities over... ...& Veatch Strategic Advisory and use your talent...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours3 days per week
- ...hiring a Valuation & ESOP Transaction Senior Consultant for... ...valuation modeling and related financial analyses, researching... ...while effectively managing deadlines. Drive the due diligence process by creating informed... ...in accounting, tax, advisory, benefits, insurance, and...Work experience placementWork at office
$116.2k - $212.9k
...Financial Services - International Corporate Tax Advisory - Tax Manager Location: San Francisco Other locations: Anywhere in... ...! The International Tax and Transaction Services practice is comprised... ...US state bar membership Tax due diligence, deal-structuring, and post-...Work experience placementSummer holidayFlexible hours- ...Transaction Tax Senior Manager Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields... ...transactions. The candidate will manage tax due diligence engagements in leading the M&A tax staff...Local areaFlexible hours
- ...Experienced Financial Analyst Or Associate Houlihan Lokey, Inc. (NYSE:HLI) is... ...restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated,... ..., leading business and financial due diligence sessions with clients, directing...Work at office
- ...international organization based in Houston is looking for a Transaction & Accounting Advisory Manager. This role will involve managing complex accounting... ...and collaborating with various stakeholders to drive financial outcomes. Candidates must hold a CPA license and have...Flexible hours
- Transactions Consultant Date: May 19, 2026 Location: Overland... ...to technical due diligence engagements for multiple... ..., consultants, and financial analysts, with the expectation... ...overall project management responsibilities over... ...Infrastructure Advisory. The Team Building a...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours3 days per week
- ...Transactions Principal Consultant Together, we own... ...Consultant, Transactions Advisory Solution, you will... ...of an engagement Manage projects from prospect... ...clients in transactional due diligence, and managing a team... ..., consultants, and financial analysts to complete...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
- ...Job Title Join the global leader in risk and financial advisory solutionsKroll. Job Description Our Transaction Advisory Services practice provides seamless... ...analytical schedules to be used in discussions with Management of target companies Identifying transaction...Temporary workWork experience placementWork at officeRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Transaction Advisory Manager - Financial Due Diligence. Be the first to apply!
- marketing finance manager Houston, TX
- manager budget financial planning Houston, TX
- remote financial manager Houston, TX
- client finance manager Houston, TX
- sales finance manager Houston, TX
- finance hr manager Houston, TX
- interim finance manager Houston, TX
- financial project manager Houston, TX
- entry level finance manager Houston, TX
- assistant director of finance Houston, TX

