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Analytics Manager
Costa Mesa, CA
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United States, California, Costa Mesa 600 Anton Boulevard (Show on map) Aug 22, 2026
Job Summary:
The Transaction Advisory Services Senior Manager will be responsible for managing financial due diligence engagements for middle market strategic and financial (private equity) acquirers.
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
Acts as primary contact for the duration of due diligence process
Analyzes quality of earnings, working capital, financial forecasts, quality of net assets and of acquisition target
Performs company research and collects information from 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
Assists in identifying risks and issues related to the transaction for incorporation into purchase agreements
Composes due diligence reports for presentations to clients evaluating M&A decisions
Manages the relationship and information flow between BDO and the target
Identifies and pursues business development opportunities through industry and networking relationships
Manages the development of proposal documents and conducts presentations in pursuit of acquiring new clients
Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients
Other duties as required
Supervisory Responsibilities:
Schedules and supervises the tasks and project assignments of Senior Associates and Managers
Reviews work product prepared by Senior Associates and Managers and provides review comments
Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers 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, Finance or equivalent required
MBA preferred
Experience:
Five (5) or more years of prior TAS experience required
Three (3) to four (4) years of public accounting experience, required, preferably within an audit role
Prior experience interacting and working directly with C-level personnel preferred
License/Certifications:
CPA required
Software:
Strong proficiency using Microsoft Office Suites, specifically
Word, Excel and PowerPoint 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
Exhibits executive presence
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 deal structures
Ability to maintain the highly confidential nature of information
Excellent project management skills with ability to produce quality work project with an attention to detail
Solid knowledge of technical accounting areas such as US GAAP
Ability to travel 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.