Senior Manager of Financial Due Diligence

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Here’s the upgraded job description adjusted to the Senior Manager level:

Senior Manager of Financial Due Diligence
About Berkowitz Pollack Brant
Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City.

With more than 400 accountants, tax specialists, and consultants, we are one of the largest accounting firms in South Florida and one of the top 50 firms in the United States. We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs.

Position Summary
As a Senior Manager of Financial Due Diligence, you will serve as a trusted advisor in complex transaction advisory engagements, focusing on private equity, strategic corporate investments, and other deal structures. In this leadership role, you will spearhead financial due diligence efforts, provide strategic insights, and ensure the delivery of high-quality analyses that drive value for our clients. You will manage client relationships, oversee team performance, and contribute to the strategic growth of our Transaction Advisory Services practice.

Key Responsibilities

• Lead complex financial due diligence engagements, providing actionable insights into financial and operational aspects of target companies to guide strategic investment decisions.
• Serve as the primary client contact, building and managing relationships with key stakeholders, including private equity firms, corporate clients, and other advisors.
• Conduct and oversee in-depth analyses of financial data to identify trends, key business drivers, and risks, with a focus on assessing quality of earnings, working capital, and transaction value considerations.
• Analyze technical accounting issues, evaluate their implications on deal structures, and communicate findings to clients in a clear and impactful manner.
• Prepare and present comprehensive due diligence reports that summarize key findings and recommendations.
• Collaborate with cross-functional teams, including tax specialists, legal counsel, and investment bankers, to provide integrated transaction support.
• Supervise, mentor, and develop a high-performing team, fostering technical expertise and professional growth.
• Manage engagement economics, including budgeting, resource allocation, and profitability, while ensuring adherence to BPB’s Quality & Risk Management standards.
• Lead and support business development efforts, including identifying opportunities, developing client proposals, and participating in pitch presentations.
• Provide thought leadership and contribute to the continuous improvement of the firm’s due diligence methodologies and practices.

Qualifications

• CPA, CFA, or similar advanced designation required.
• 6+ years of experience in financial due diligence or transaction advisory services, with a focus on quality of earnings and financial statement analysis.
• Expertise in local and international accounting standards, including GAAP and IFRS.
• Demonstrated ability to lead client engagements and manage multiple priorities in a fast-paced environment.
• Exceptional analytical and problem-solving skills, with a strong understanding of financial modeling and data analysis.
• Advanced proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Proven success in developing business opportunities, delivering client proposals, and driving revenue growth.
• Strong leadership and communication skills, with the ability to build and maintain relationships across all levels of an organization.

What We Offer

• A dynamic, collaborative, and supportive work environment that values innovation and professional growth.
• Leadership opportunities within a growing and entrepreneurial Transaction Advisory Services practice.
• The chance to make a significant impact by driving firm initiatives and mentoring emerging talent.
• Competitive compensation, comprehensive benefits, and opportunities for ongoing learning and development.

Let me know if you’d like to refine it further!

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!