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Transaction Advisory Experienced Senior - Financial Due Diligence (FDD)

BDO USA · bdo.com
CharlotteSenior
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Financial Due Diligence Senior Associate
Charlotte · found 2 d ago

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Subscribers got this job on 12 October 2026. New jobs reach them at 8 am and 6 pm, 5 days before they open here. Get the next one first

The job in short

Financial due diligence.

ExcelAccounting

Details

Found
20 d ago · posted 2026-10-08
Location as listed
Charlotte, NC, United States
Role
Finance / Transformation Consultant
Pay (as listed)
$90,000–$135,000 a year
Source
The company’s own careers site

Full 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 Experienced Advisory Services Senior Associate will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the USA. Job Duties: • Prepares data book, reconciles company financial statements generates financial tables and analyses for due diligence report • 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 • Conducts on-site and / or phone interviews with C-level personnel or target client to gather additional information in support of the financial analysis • Identifies and proposes appropriate resolutions to critical issues related to the M&A process • 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 • Researches and develops proposal documents and may participate in presentations in pursuit of acquiring new clients • Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor’s degree in Accounting, Business Administration, or Finance, required • MBA, preferred Experience: • Four (4) or more years of public accounting experience, required • One (1) 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: • Proficient in using Microsoft Office Suites, specifically Word, Excel and PowerPoint – strong modeling skills, required • Prior exposure utilizing IDEA, 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 • 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 • Knowledgeable 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. National Range: $90,000 - $135,000 Maryland Range: $90,000 - $135,000 NYC/Long Island/Westchester Range: $90,000 - $135,000

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