Senior Associate, TAS FIN Software (SaaS)

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.