Senior Associate, TAS FIN Software (SaaS)

Job Description

Job Summary:

The Transaction Advisory Services Senior Associate is responsible for performing financial, accounting, and operational due diligence engagements for companies in the Software/Software-as-a-Service ("SaaS") industry.

Job Duties:

• Analyzes target financial and operating results in the context of a proposed transaction
• Performs industry, company, and technical accounting research from available resources
• Conducts on-site and phone interviews with C-level personnel to gather information in support of the financial analysis
• Identifies and proposes appropriate resolutions to critical issues related to the deal process
• Coordinates the relationship and information flow between BDO internal team members and target and/or client
• Delivers high quality exposition to select sections of the due diligence report
• Contributes to the identification and pursuit efforts in business development opportunities
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting, Business Administration, Finance, required

Experience:

• Two (2) or more years of public accounting experience, in a financial assurance role, required
• One (1) or more years of TAS experience, preferred Experience auditing and advising clients in the Software/SaaS industry, 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
• 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 the transaction
• Necessary to maintain the highly confidential nature of target 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
• Knowledge of ASC 606 and familiarity with key metrics of Software/SaaS businesses, preferred.
• 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: $95,000 - $110,000 Maryland Range: $95,000 - $110,000

NYC/Long Island/Westchester Range: $95,000 - $110,000

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

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