Moss Adams jobs in Santa Rosa, CA - 74 jobs

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Director to drive strategic growth at EisnerAmper by developing and executing go-to-market sales strategies tailored to the distinct advisory needs of government sector clients. We're looking for someone to drive net new growth in the government sector - not just expand existing relationships, but opening doors we haven't walked through yet. This is a true field sales role with significant travel expectations, ideal for someone who thrives on being face-to-face with clients and prospects and enjoys networking. The ideal candidate will possess extensive industry expertise, a robust network within the State, Local and Education (SLED) ecosystem, and a proven history of success in business development and managing client relationships all with a deep respect for the public mission and a demonstrated passion for improving government outcomes through innovative services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, driving growth through new business development and expanding services within existing client accounts Cultivate strategic relationships with senior government leaders, procurement officials, and key influencers as well as strategic partners and associations to position the firm as a trusted advisor, with a strong focus on originating new work and identifying cross-functional opportunities to deepen client engagement Collaborate with Partners and internal stakeholders to design and implement tailored, value-driven solutions that meet the unique needs of the government sector Responsible for driving growth across a portfolio of complex, multi-disciplinary services Articulate value propositions, ROI, and impact in a mission-driven context Mentor and coach client service professionals, helping to develop the sales culture within the government sector team and fostering a culture of collaboration and growth Navigate complex procurement processes (RFPs, RFIs, RFQs), managing the process to support the development of teaming partnerships and preparation of compliant, competitive responses, including cooperative agreements, grants, and government contract vehicles (e.g. GSA schedules, state-specific systems) Monitor regulatory, compliance, and funding trends, analyzing their impact on the public sector market and adapting strategies to stay ahead of industry changes Partner with Marketing & Growth teams to create sector-specific campaigns, thought leadership content, and event strategies to enhance the firm's visibility and influence in the SLED space Track sales pipeline performance, revenue forecasting, and key metrics, ensuring alignment with annual growth targets and strategic objectives Achieve success in meeting and exceeding revenue targets within public sector markets Represent the firm at industry events, conferences, and SLED-focused associations, acting as an ambassador to strengthen market presence and drive business development May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations Basic Qualifications: Bachelor's degree in Business, Public Administration, Political Science, or related field Minimum of 10 years of progressive business development, sales, or client relationship experience within the SLED or broader government sector Proven record of securing and growing professional services or advisory engagements with government sector clients Deep familiarity with government budgeting cycles, policy priorities, and governmental funding sources (e.g., FEMA, ARPA, HUD, IIJA, IRA) Preferred/Desired Qualifications: Advanced degree (e.g., MPA, MBA, JD) strongly preferred Certifications such as Certified Professional in Government (CPG), Project Management Professional (PMP), Certified Government Financial Manager (CGFM), Certified Federal Contracts Manager (CFCM), Government Sales Professional (GSP) Experience with professional services in areas such as healthcare, infrastructure, housing, energy, or disaster recovery Familiarity with CRM tools and government sector procurement platforms EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, tribal, local and county governmental entities, municipalities, public retirement systems, healthcare systems, non-profits, school boards and districts and more. Because of our diverse governmental client base, our professionals understand a wide range of funding sources, operational challenges and reporting requirements. EisnerAmper also provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG-DR) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). As strategic advisors, we provide services that help to maintain compliance, streamline operations and maximize resources so governmental entities can focus on providing citizens with the vital services they need. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. Should you need any accommodations to complete this application please email: Preferred Location:Baton Rouge For NYC and California, the expected salary range for this position is between 120000 and 250000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.

A leading financial advisory firm is seeking a Managing Director to oversee mergers & acquisitions transactions. The role involves driving business development, managing execution teams, and mentoring staff. Candidates must have a strong background in corporate finance, with a Bachelor's in Accounting or Finance and an MBA. The firm offers a competitive salary range of $225,000 - $300,000, commensurate with experience, and looks for strong analytical and problem-solving skills. #J-18808-Ljbffr

The Office Administrator is responsible for the overall management of the office administrative activities, including general administrative policies and procedures. This position executes decisions of the Firm, works with principals and business line leaders, and serves as the liaison between principals, staff, the local office and other offices within the Firm. The Office Administrator is charged with making all decisions regarding administrative issues within the location(s). The work associated with this position is performed onsite at one or more BDO offices. Job Duties: * Manages day-to-day operations of the facility, ensuring proper office functioning and maintaining relationships with local vendors and property management to resolve issues * Completes annual office budgets and monitor expenditures to ensure compliance with budget * Drives consistency by understanding and championing systems and processes for business lines, providing guidance to other offices, and partnering with National Real Estate for space management and logistics * Implements training programs for administrative staff, coordinates local purchasing and inventory control, and provides support to business lines as a primary or backup resource * Welcomes new employees, assists with onboarding processes, and partners with various teams to manage administrative support for activities such as events, proposals, and presentations * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload and oversight of administrative team members * Evaluates the performance of direct and indirect reports, provides performance feedback, as appropriate, and assists in the development of goals and objectives to enhance their professional development * Ensures administrative team members are trained on all relevant software, resources, and processes Qualifications, Knowledge, Skills and Abilities: Education: * High school diploma, GED, or equivalent, required * Bachelor's degree, preferred Experience: * Two (2) or more years of management experience or five (5) or more years of administrative experience, required * Experience in a professional services firm, preferred * Prior project management experience, preferred * Prior administrative experience, preferred Software: * Proficiency in Microsoft Office Suite, required * PeopleSoft, Oracle, or comparable enterprise resource planning (ERP) software experience, preferred * Adobe Acrobat experience, preferred Other Knowledge, Skills & Abilities: * Committed to working onsite at one or more BDO offices * Superior written and verbal communication skills, including advanced knowledge of current grammar and punctuation standards allowing for proactive and successful interaction with various levels of management and firm personnel * Solid judgment and reasoning skills * Strong critical thinking skills to assess situations, apply knowledge and best practices to resolve issues * Strong management and delegation skills to effectively lead and direct administrative team * Ability to maintain a professional demeanor and level of patience when dealing with difficult situations * Ability to work in a deadline-driven environment while handling multiple projects and tasks simultaneously with a focus on details * Capable of successfully multi-tasking while working independently or within a group environment * Ability to conduct meetings, deliver presentations and speak in front of groups * Ability to demonstrate support for Firm goals, objectives and initiatives * Ability to have a proactive approach to problem-solving by providing effective solutions * Ability to generate and produce various reporting in software systems * Ability to manage high confidentiality information 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. California Range: $77,000 - $128,000 Colorado Range: $75,000 - $90,000 Maryland Range: $90,000 - $115,000 Minnesota Range: $75,000 - $90,000 NYC/Long Island/Westchester Range: $95,000 - $120,000 Washington Range: $85,000 - $95,000

Our Third Party Attestation (TPA) practice helps large global and other growth companies to address their external compliance requirements in the areas of technology, security, system processing and privacy. Under the direction of the engagement team, the Assurance Intern, Third Party Attestation will learn how to prepare third-party attestation reports, including System and Organization Controls (SOC) 1, SOC 2, SOC 3, SOC for Cybersecurity and WebTrust for CAs, as well as HITRUST, SSPA, ISO, MRC and CSA STAR. The Assurance Intern, Third Party Attestation will learn and apply most areas of the governing standard as necessary and documenting, validating, testing, and assessing various control systems, including internal controls. Job Duties: Testing and documenting internal control systems in a variety of industries Participating in the review of internal controls Assisting in the preparation of reports and recommendations associated with work performed Preparing work papers in accordance with BDO policy Developing and maintaining relationships with engagement team and client personnel Applying educational background to work performed Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: High School Diploma, GED or Equivalent, required Enrolled in a Bachelor's or Master's degree program, required Focus in Accounting or Information Systems, preferred Experience: Leadership experience, preferred Prior Internship or experience working within a public accounting or internal auditing environment, preferred Software: Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required Other Preferred Knowledge, Skills & Abilities: Strong written and verbal communication skills Ability to follow instructions as directed Ability to work effectively in a team setting Ability and willingness to travel, as needed, required Positive attitude and willingness to learn Ability to successfully interact with professionals at all levels 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. California Range: $40.00/hr - $45.00/hr Colorado Range: $34.00/hr - $38.00/hr Illinois Range: $36.00/hr - $40.00/hr Maryland Range: $34.00/hr - $38.00/hr Massachusetts Range: $36.00/hr - $40.00/hr Minnesota Range: $32.00/hr - $36.00/hr New Jersey Range: $34.00/hr - $42.00/hr NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr Washington Range: $37.00/hr - $38.00/hr Washington DC Range: $34.00/hr - $38.00/hr

The Workforce Excellence Specialist, National Tax Operations (NTO) is responsible for overseeing the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. The Workforce Excellence Specialist, National Tax Operations, partners with Regional Tax leadership and National counterparts. The Workforce Excellence Specialist, National Tax Operations will successfully drive processes and improvement across the disciplines to achieve significant impact. The individual should have experience in the delivery of high impact projects. The Workforce Excellence Specialist, National Tax Operations works at all levels of the organization to take challenging, ambiguous, or visionary concepts, and turn them into well scoped projects and deliver successful process improvement results in a time efficient manner. The Workforce Excellence Specialist, National Tax Operations should possess knowledge of resource allocation and ideally have experience in a similar industry. Job Duties: Optimizes utilization across the assigned practitioner population by making staffing decisions in support of the deployment strategy for the business or practice area Leads all activities related to resource planning and allocation ensuring staff are assigned to projects in a timely manner based on their skills, previous experience, availability, and project budget Drives effective and holistic staffing strategies that ensure efficiency in the firm's professional services utilization; emphasis on providing consistent, positive customer experience, operational efficiency, and process excellence Identifies opportunities to optimize resourcing, drives process changes, and implements best practices regionally; leads, supports, or champions initiatives (as needed) with a focus on effective workload balancing, scheduling, and professional development Supports the execution of the operational strategy, objectives, KPIs, and roadmap for Tax Serves as a trusted advisor to tax leaders, collaborating to identify issues and execute action plans as well as make recommendations for targeted hiring of professionals with project-appropriate qualifications Supports project managers in ongoing efforts including remedies addressing employee overutilization, uneven workload, or overtime such as reallocating resources, adjusting goals or requirements, or assigning new people to the team. Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing bench but are also opportunistic for staff development Proactively reviews staffing data for assigned population and develops meaningful insights on trends, forecast, opportunities for improvement, and areas of concern Leverages automation and reporting platforms to provide visualizations and to promote transparency in resource skills and scheduling Collaboratively engages with various counterparts to encourage resource sharing across markets, geos, etc. Reviews and monitors reports, including but not limited to utilization reporting, pipeline, solution specific reporting, and backlog Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: Associate's degree, required; AND two (2) or more years of experience in Business Administration, Operations Management, or Accounting, required; OR High School Diploma/GED AND four (4) more years of experience in Business Administration, Operations Management, or Accounting, required Experience: Experience in drafting and creating effective internal and external written communication, required Resource management experience in a professional services firm (i.e., public accounting, law firm, etc.), preferred Experience in developing, implementing, and maintaining tax processes, preferred Experience in collecting, analyzing, and reporting metrics, preferred License/Certifications: PMP Certification, preferred Software: High proficiency in the use of Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities, preferred Proficiency with PowerBI, preferred Proficiency with Smartsheet, preferred Proficiency with PeopleSoft and OneStream, or experience with similar corporate management software, preferred Other Knowledge, Skills & Abilities: Strong critical thinking, analysis, and problem-solving skills Strong conflict resolution skills, including the abilities to negotiate and influence others Strong metrics-focus with the ability to use analytics to solve problems and develop solutions Strong written and verbal communication skills Ability to manage and resolve complex and sensitive situations Ability to work both independently and collaboratively with large teams Ability to manage upwards and drive results Ability to lead multiple, high-profile, and complex projects with various top-level stakeholders Ability to maintain confidentiality while balancing the needs of the business Ability to build rapport and gain trust with all levels of personnel at BDO Analytical and diagnostic skills Ability to successfully multi-task while working independently or within a group environment Able to work within a deadline-driven environment Solid organizational skills with the ability to meet project deadlines with a focus on details and quality Ability to adapt communication style to successfully convey messages and objectives to a diverse audience 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: $75,000 - $90,000 Maryland Range: $75,000 - $90,000 NYC/Long Island/Westchester Range: $75,000 - $90,000

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Senior Manager - FEMA in our Government Services practice. Drawing on significant experience with the Federal Emergency Management Agency (FEMA) Public Assistance program, this role will focus on leading large-scale disaster recovery programs. Experience with Individual Assistance and/or the Hazard Mitigation Grant Program is a plus. The position will drive business development through opportunity identification, market and client strategy development, proposal creation, and internal and external relationship development. The position will provide leadership and mentorship to consulting team members and deliver business objectives and initiatives of the Firm. What it Means to Work for EisnerAmper: You will be part of one of the largest and fastest-growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe great work is accomplished when cultures, ideas, and experiences come together to create new solutions Embracing our differences unites us and strengthens our foundation Showing up authentically is how we find inspiration to do our best work What Work You Will Be Responsible For: Lead large, complex programs implementing major state and community-level post-disaster recovery efforts, including administering FEMA Public Assistance funds. Experience may also include Individual Assistance and/or Hazard Mitigation (404 and 406) funds. Evaluate client needs, recommend project approaches, and understand engagement scope, manage activities for completing work and overall quality control of client deliverables. Drive revenue through new and incremental growth of current and prospective clients. Manage the team through all phases of a program including strategic planning, work planning, mobilization, execution, and completion, consistent with established program delivery processes to meet the scope, schedule, budget, and other contract requirements. Manage client situations; identifies and interprets federal regulations and use knowledge and experience to determine method of project implementation. Actively engage in business development activities such as participating at conferences, responding to request for proposals, including the identification and review of funding opportunities, identifying potential teaming partners, and development of proposals. Develop and maintain relationships with governmental entities implementing disaster recovery programs and other firms providing disaster services. Lead and participate in proposal writing teams including writing and coordinating submissions. Develop disaster recovery thought leadership and insights. Identify recovery-related assistance gaps/needs and provide recommendations to leverage current resources to increase program impact. Perform supervisory responsibilities of a team including serving as a performance career coach to staff, provide prompt feedback to Directors and Partners regarding staff performance, and complete annual staff evaluations. Basic Qualifications: Bachelor's degree in Business, Public Administration, Public Safety, Emergency Management, Disaster Management, or an approved related field 10+ years of previous experience in disaster recovery, emergency management, and state, local and/or federal level disaster recovery programs is required 5+ years of consulting and/or client support and business development 5+ years in a management or supervisor role Knowledge of and experience with FEMA disaster programs including related statutes, regulations, and policies and processes. Preferred or Desired Qualifications: Master's Degree Certified Emergency Manager (CEM), Associate Emergency Manager (AEM), Program Management Professional (PgMP), Project Management Professional (PMP), certifications are preferred. Excellent interpersonal, written, and verbal communication skills in business and technical environments and within a diverse group of individuals. Ability to work in a dynamic, fast-paced, innovative, and continuously changing environment. Ability to perform effectively, efficiently and with quality under tight deadlines and manage multiple priorities. Possess a high degree of professionalism including the ability to maintain high levels of confidentiality. Computer literate with the capability of performing at an intermediate or advanced level with respect to the Microsoft Office Suite of products, specifically Excel, Word, and PowerPoint. Ability to travel and work extended hours as needed EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more. Because of our diverse governmental client base, our professionals understand a wide range of funding sources, operational challenges and reporting requirements. Keeping up with ever-changing regulatory requirements, Governmental Accounting Standards Board ("GASB") pronouncements and federal grant administrative requirements can be overwhelming. Our team can help you navigate these requirements while displaying transparency with the people you serve. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). As strategic advisors, we provide services that help to maintain compliance, streamline operations and maximize resources so governmental entities can focus on providing citizens with the vital services they need. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,600 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: Preferred Location:Baton Rouge For NYC and California, the expected salary range for this position is between 120000 and 200000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.

The Tax Director, Transfer Pricing is instrumental in supporting Principals and the broader national TP practice through making significant contributions to team development, commercial goals, and development of our specialty practices (e.g., GVC, Intercompany Finance, M&A, etc.). The Tax Director, Transfer Pricing will drive the goals of the practice through partnership with Principals and Managing Directors and will demonstrate high standards of team development, client-centricity, project management, and technical thought leadership. This role will have the ability to manage and grow their own portfolio of clients with minimal oversight. Job Duties: Transfer Pricing Consulting and Compliance Services Develops, recommends, and implements appropriate transfer pricing methods (by transaction type) and client-specific solutions Applies transfer pricing regulations and identifies transaction-specific issues when analyzing client business and financial data Determines and proposes efficient strategies to achieve transfer pricing compliance within the construct of the client's risk profile Manages holistic transfer pricing ecosystem (planning, compliance, operational, defense) across client relationships and services provided Client Engagement Ensures clients are aware of and compliant with local transfer pricing requirements within the context of their overall operations Manages team and engagement economics to achieve targeted project metrics, including project set-up and billing Develops, implements, and monitors quality-control and risk-management processes on all engagements Tax Controversy Advises and represents clients on contested issues with tax authorities, and utilizes experience in responding to information requests and notices Utilizes understanding of broader tax ramifications of transfer pricing policies, and is able to analyze, document, and defend the position Tax Provisions Employs general principles in tax accounting and understands the context of transfer pricing in tax provisions Prepares and reviews tax provisions related to transfer pricing Partners with Assurance professionals to plan tax accrual reviews related to transfer pricing Research and Analytics Completes financial and economic analysis related to intercompany transactions, including evaluation of client data to assist in the assessment and documentation of appropriate intercompany pricing policies Identifies the nature, depth, and breadth of research required, and frames issues to be researched, including tax-research comparability Business Development Builds and maintains strong relationships with internal and client personnel and identifies new business opportunities that contribute to client objectives Demonstrates executive presence and the ability to represent the firm as a primary contact for all types of transfer pricing engagements Identifies cross-selling opportunities for other consulting specialties, including Assurance, Tax, and Advisory services Supervisory Responsibilities: Supervises day-to-day workload of TP Managers and Associates on assigned engagements, reviews and takes responsibility for final work product Ensures TP Managers and Associates are trained in transfer pricing principles and relevant databases Evaluates performance of TP Managers and Associates and delivers timely periodic feedback to other team members Serves as a career advisor to TP Managers and Associates and assist in the development of goals and objectives to enhance professional development Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required; focus in Business, Accounting, Finance, or Economics, preferred Advanced degree in Economics, Business, Law, or Finance, preferred Experience: Nine (9) or more years of prior transfer pricing experience, required Experience working within a transfer pricing advisory practice, preferred License/Certifications: MBA, CPA, CFA, JD, or EA certification, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, preferred Familiarity with Access, Alteryx, Tableau, Power BI, and/or other data analytics/visualization applications, preferred Prior exposure to Go Systems, tax and economic-research databases, and/or other tax-related software, preferred Language: N/A Other Knowledge, Skills, and Abilities: Excellent verbal and written communication skills Advanced analytical and research skills, including data-driven solutions Solid organizational skills, especially the ability to lead a team, involve other stakeholders, and focus on details Ability to successfully multi-task while working independently or within a group environment and successfully interact with professionals at all levels Ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to effectively manage a team of tax professionals and delegate work assignments as needed Ability to encourage a team environment on engagements and contribute to the professional development of assigned personnel Knowledge of sources of relevant information utilized in tax filings, as well as the most widely used filing forms and awareness of other forms Understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Knowledge and understanding of general calculations and cause/effect for taxable conditions on clients and the potential tax issues 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: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500

The Accounting & Reporting Advisory Experienced Senior Associate is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of accounting standards for both public and private companies. This role assists companies with the implementation of new accounting standards as well as other accounting and reporting related projects. This role also assists with training on accounting and reporting related matters both internal and external. Job Duties: Applies technical knowledge to develop, administer and deliver training courses or presentation materials. Activities include: defining training goals supervising course development or updating, and evaluating courses facilitating training courses, and evaluating course/presentation effectiveness based on participant and presenter feedback Researches complex auditing and reporting problems, and communicates to clients in both written and verbal format Designs tools and templates for use on ARAS engagements Contribute to thought leadership pieces, conference calls and live presentations for clients and prospective clients Demonstrates thought leadership, and provides value-added insights in BDO's formal communications and in articles and speeches for external audiences Participates on professional committees Applies relevant GAAP, GAAS, SEC, PCAOB, other applicable or emerging regulations and standards and the BDO Code of Ethics and Professional Conduct with honesty and integrity Other duties as required Supervisory Responsibilities: Provides verbal and written performance reviews to Assurance associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Marketing, or Economics, required; OR Bachelor's degree in other focus area AND CPA certification, required Master's in Accountancy, preferred Experience: Three (3) or more years of experience in public accounting and/or relevant industry experience, required Supervisory experienced, preferred License/Certifications: CPA certification, preferred Software: Proficient in Microsoft Office suite, including Word, Excel, PowerPoint and Outlook, preferred Experience with accounting research databases, preferred Language: N/A Other Knowledge, Skills & Abilities: Solid understanding and proficiency of accounting standards and reporting requirements for public companies Strong leadership and management skills Superior written and verbal communication skills Advanced knowledge of GAAP and SEC 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. California Range: $95,000 - $110,000 Colorado Range: $95,000 - $110,000 NYC/Long Island/Westchester Range: $95,000 - $110,000 Washington Range: $95,000 - $110,000

The Director, Valuation & Capital Markets Analytics (VCMA) - Quantitative Financial Advisory Solutions (QFAS), is responsible for leading and delivering complex Model Risk Management (MRM) engagements across the full project lifecycle-from proposal development through execution and completion. This role will oversee the management of MRM assignments, guide and develop team members, and ensure the highest quality of client service. In addition, the Director will contribute to business development initiatives, strengthen client relationships, and support appraisal and review activities that enhance the growth of the practice. Job Duties: Executes the office's business development plan in collaboration with the MRM team, building and maintaining relationships with key executives and stakeholders to support growth across business lines and industries Leads and manage MRM services across a wide range of model families, including: Credit Risk Models: CECL, Basel, CCAR, loss forecasting, and stress testing Market & Balance Sheet Models: Valuation models and Asset Liability Management (ALM) models Compliance & Monitoring Models: BSA/AML compliance and fraud detection Oversees engagements from initiation to completion, including project setup, administrative coordination, team management, client communications, and presentations Critically reviews model functionality, evaluating methodologies and assumptions, and documenting conclusions Ensures quality controls, regulatory expectations, and BDO risk management procedures are consistently adhered to in all client deliverables Actively participates in internal and external client meetings, contributing to project execution, knowledge sharing, and relationship building Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of VCMA - QFAS staff on assigned engagements, reviewing work products for accuracy, completeness, and quality Ensures staff are trained on relevant models, methodologies, and best practices to strengthen technical capabilities Evaluates staff performance, provide constructive feedback, and assist in setting professional development goals and objectives Delivers periodic feedback and complete formal performance evaluations in a timely manner Serves as Career Advisor and mentor to designated staff, supporting career growth, professional development, and engagement within the practice Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required Master's degree and PhD, with a focus in Finance, Financial Engineering, Actuarial Science, Risk Management, Mathematics, Computer Science, Statistics, Economics, preferred Experience: Fifteen (15) or more years of experience within financial institution, finance regulators, independent advisory firms, banks, or other financial services firm, required Experience with managing a team of model developers or validators, required; Head of model development department or model validation department, preferred Experience in developing, validating or auditing a variety of models including but not limited to valuation models, CCAR/CCEL/BASEL loss forecasting, stress testing and other credit risk models, BSA/AML compliance models, Fraud, Asset Liability Management (ALM) models, etc., required A combination of industry experience with hands on knowledge of different vendor models and advisory experience with proven track record of practice development, required Expertise in understanding the model risk management regulatory landscape, such as SR 11-7, required License/Certifications: CFA, FRM, QRM, ASA or other valuation industry credentials, preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, required Prior experience with Capital IQ or Bloomberg, required Prior experience with programming languages such Macro/VBA, R, Python, SAS, SQL, and other industry software, required Other Knowledge, Skills, & Abilities: Superior verbal and written communication skills Superior analytical and research skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to effectively manage a team of valuation professionals and delegate work assignments as needed Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Ability for intermittent travel within the US and internationally 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: $260,000 - $300,000 Maryland Range: $260,000 - $300,000 NYC/Long Island/Westchester Range: $260,000 - $300,000

The Assurance Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of contract compliance, SOX, internal audit business process improvement, information technology, and fraud investigations. In this role, the Assurance Senior, Risk Advisory Services will participate in all stages of a contract compliance, internal audit or consulting engagement and provide assistance with planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client economic and legal risks. The Senior will also provide services including examinations for royalties, revenue-sharing, franchise fees, profit participation, production cost and merchandise licensing. Job Duties: * Acts as primary contact for clients regarding basic questions and information * Conducts informational interviews and facilitates meetings with clients during engagement process * Obtains information, documents and data from clients to support the completion of analysis and research of client issues * Documents and analyzes the client's processes, risks and controls with guidance and direction from senior Risk Advisory Services professionals * Reviews client contracts and develops contract summaries, including key provisions and financial information based on type of contract * Develops initial deliverables and/or solutions to client issues * Dynamically reassess risk and communicate with senior Risk Advisory Services professionals and/or client as necessary * Assists with the management of the engagement to ensure engagement metrics are achieved * Utilizes research tools, databases and trade publications to develop understanding of client's industry * Develops relationships with client personnel and management members * Prepares formal and informal presentations for client meetings * Partners with Risk Advisory Services leadership to complete research and draft proposals and reports, as necessary * Implements project plans, maintains all documentation and work papers associated with client engagements * Conducts risk assessment of assigned department or functional area in established / required timeline while oversees staff * Establishes risk-based audit programs * Determines scope of review in conjunction with the Engagement Manager * Documents financial reporting cycles or internal audit area and identifies key controls * Assesses internal control design and operational effectiveness * Conducts audit testing of specified area and identifies reportable issues and dimension of risk * Determines compliance with appropriate legislation and/or audit policies and procedures * Communicates findings to senior management and drafts comprehensive report of audited area * Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload of Risk Advisory Services Associates on assigned engagements and reviews work product * Ensures Risk Advisory Services Associates are trained on all relevant audit software and engagement processes and procedures * Delivers periodic performance feedback and completes performance evaluations for Risk Advisory Services Associates * Acts as mentor to Risk Advisory Services Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting or Finance, required Experience: * Two (2) or more years of experience within a public accounting firm or industry environment performing internal audit, consulting or risk services, required * Prior experience with internal controls including flowcharts, documentation and testing of controls, required * Experience with Internal Audit and Sarbanes Oxley with a focus in entities wide risk assessment, required * Experience performing contract compliance audit, specifically royalties and franchising agreements, required * One (1) or more years of prior supervisory experience, preferred License/Certifications: * CPA or CIA certification, preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required * Prior experience with various assurance applications and research tools, preferred * Working knowledge of data analytics software such as IDEA or ACL, preferred Other Knowledge, Skills & Abilities: * Solid understanding and experience planning and coordinating the stages to perform an audit * Knowledge of internal accounting controls, professional standards and regulations and systems * Strong verbal and written communication skills * Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm * Ability to successfully multi-task while working independently and within a group environment * Superior analytical and diagnostic skills * Capable of working in a demanding, deadline driven environment with a focus on details and accuracy * Ability to adapt to rapidly changing environments successfully * Solid organizational skills especially ability to meet project deadlines with a focus on details * Capable of effective managing a team of professionals and delegating work assignments as needed * Build and maintain strong relationships with client personnel * 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. California Range: $85,000 - $100,000 Colorado Range: $85,000 - $100,000 Illinois Range: $85,000 - $100,000 Maryland Range: $85,000 - $100,000 Massachusetts Range: $85,000 - $100,000 Minnesota Range: $85,000 - $100,000 New Jersey Range: $85,000 - $100,000 NYC/Long Island/Westchester Range: $85,000 - $100,000 Washington Range: $85,000 - $100,000 Vermont Range: $85,000 - $100,000 Washington DC Range: $85,000 - $100,000

Job Description Chief Financial Officer Are you looking for that rare, career-defining opportunity to grow and scale an investor-aligned business, led by its founder? Are you excited to contribute in a fast paced, fun environment? Is working in an entrepreneurial company that is a leader in its industry something you find appealing? Do others see you as the person who not only sees the bold, big picture but can accomplish great things through others? Our client, a PE-backed, category leader in the beverage industry, is rapidly expanding across the country. With strong financial support and an ambitious leadership team, we are building an efficient, scalable, and profitable distribution platform positioned to deliver significant shareholder returns. How You'll Contribute The Chief Financial Officer (CFO) will be a strategic and operational leader, partnering closely with the CEO, President, and Board to guide the company through its next growth phases. The ideal candidate combines executive presence with a hands-on, builder mentality, capable of designing scalable systems, providing data-driven insights, and leading a high-performing finance team. This role is well-suited for a strong finance executive who thrives in entrepreneurial, high-growth, and founder-led environments. Strategic Finance & Leadership Serve as a thought partner to the CEO and President on growth strategy, capital structure, and investment planning. Lead development and execution of the company's 5-year financial roadmap, including scenario modeling, capital allocation, and risk management. Drive board and investor reporting; collaborate closely with private equity sponsors to ensure transparency and alignment on key metrics and strategic initiatives. Provide financial leadership on pricing strategy, margin optimization, and long-term value creation. Operational Finance & Process Excellence Oversee all core financial operations, including accounting, FP&A, AR/AP, treasury, and financial reporting. Manage a timely and accurate monthly close process; ensure compliance with GAAP and tax regulations. Implement scalable systems, controls, and reporting infrastructure to support rapid growth and cross-functional accountability. Coordinate with external advisors on tax strategy, compliance, and audits. Team Leadership & Cross-Functional Collaboration Lead a lean, high-performance finance team. Collaborate with operations, sales, procurement, and business development to align financial insights with performance and planning. Foster a culture of ownership, transparency, and continuous improvement. WHO YOU ARE: 10+ years of progressive finance and accounting experience, including 3-5+ years as CFO or SVP/VP Finance in a growth-stage business Fluent in GAAP, tax compliance, and establishing/maintaining internal controls. CPA and/or MBA strongly preferred. Proven experience, with demonstrated success scaling finance teams, systems, and processes. Track record of building strategic financial plans, pricing models, and capital management frameworks. Comfortable interfacing with boards and investors; skilled at crafting clear, actionable insights from complex data. Highly operational and detail-oriented, with the ability to think strategically and act decisively. Excellent communicator and cross-functional collaborator. Individual salaries that are offered to a candidate are determined after consideration of numerous factors including internal equity, market data, the candidate's qualifications- including but not limited to specialty skills, prior relevant industry experience, relevant degrees or certifications (e.g., CPA, MBA). The salary range estimate below is inclusive of all departments within the company, and offered salaries may vary within the given range between departments. A reasonable estimate of the base salary range for this level is $225,000-275,000 annually, not including other competitive benefits.

The Assurance Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements. Job Duties: Control Environment: * Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: * Applying knowledge of transactional flow and key transactional cycles to complete audit work * Documenting, validating and assessing the design and operating effectiveness of the clients' internal control system * Identifying and communicating suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization * Supervising and reviewing the work of audit staff GAAP: * Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: * Communicating financial statement disclosure requirements to clients * Drafting complex sets of financial statements with disclosures * Recognizing and applying new pronouncements to client situations * Identifying, analyzing and discussing alternative generally accepted accounting principles with the Manager, Senior Manager and engagement partner and the client, as needed * Identifying complex accounting issues and brings them to the attention of superiors for resolution * Coaching less experienced team members in new areas SEC and PCAOB: * Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles by: * Reading and reviewing clients' SEC filings, ensuring accuracy and completeness, and also ensuring that all financial information is documented in the workpapers and through appropriate testing * Preparing required communications to the Client and the Audit Committee * Planning and executing Section 404 internal control audits including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies and assessing the overall financial reporting control environment GAAS: * Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: * Formulating and communicating the audit plan * Applying GAAS to a variety of complex issues and consults others as appropriate * Employing audit skepticism and determining when to reduce or expand testing * Utilizing BDO audit manuals as appropriate for the situation * Documenting deviations from BDO policy, with approval Methodology: * Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: * Coordinating the day-to-day conduct of the audit plan by ensuring the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and within budget * Applying BDO audit approach and methodologies, including tools and technology, to execute the audit * Identifying and proposing outcomes to critical issues Research: * Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: * Utilizing of internal and external research tools and selecting methodology for routine research requests * Researching complex areas of accounting, forming an initial opinion on the correct treatment independently and considering and documenting the impact on the client and audit engagement * Documenting and organizing complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc. * Assisting the engagement manager with gathering appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy * Developing the draft Audit Engagement Planning Memorandum, audit programs and budgets * Collaborating with the engagement manager to establish the responsibilities of individual audit staff for specific areas of audit work * Other duties as required Supervisory Responsibilities: * Provides verbal and written performance feedback to Audit Associates * Supervises the work assignments of Audit Associates within assigned engagement team Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Economics, or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required * Master's degree in Accountancy, preferred Experience: * Two (2) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required * Prior basic supervisory experience, preferred License/Certifications: * Eligible to sit for the CPA exams upon starting employment, required and actively pursuing completion of the exams, required * CPA, preferred Software: * Proficiency with the Microsoft Office Suite, preferred * Experience with assurance applications and research tools, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Solid understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company * Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc). * Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm * Ability to successfully multi-task while working independently and within a group environment * Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions * Ability to work in a demanding, deadline driven environment with a focus on details and accuracy * Solid project management skills 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. California Range: $88,000 - $105,000 Cleveland, Ohio Range: $75,000 - $82,000 Colorado Range: $80,000 - $85,000 Illinois Range: $82,000 - $90,000 Maryland Range: $78,000 - $93,000 Minnesota Range: $76,000 - $82,000 Massachusetts Range: $81,500 - $90,000 New Jersey Range: $80,000 - $95,000 NYC/Long Island/Westchester Range: $80,000 - $115,000 Washington Range: $82,000 - $95,000 Washington DC Range: $80,000 - $100,000

An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the International Tax Manager will be charged with advising clients on a broad spectrum of international tax matters including tax planning, research, quantitative analysis, modeling of tax impacts of planning and international tax compliance. The Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. The Manager will also assess international tax filing obligations for the multinational structure(s), reviewing the international tax returns and overseeing the international tax compliance process, where appropriate, in addition to reviewing/developing tax technical positions. This role will also serve as a career advisor, train, and develop tax associates in addition to marketing, networking, and business development within area of experience. Job Duties: * Tax Consulting: * Assists clients and BDO client service teams in developing ideas, structures, and transactions - with a focus on international matters * Interprets existing and new tax laws and client facts to maximize client benefits and identifies need for other expert resources, internal and external, to assist where necessary * Coordinates with foreign BDO offices * Coordinates completion of any international tax compliance/reporting requirements with client service team created through consulting engagement * Assists in managing client expectations * Understands, develops, and maintains workplans for tax consulting projects * Identifies financial reporting and cash tax impact of various consulting engagements * Applies basic knowledge and understanding of transfer pricing and foreign tax regimes * Tax Specialization: * Applies an in-depth understanding of the technical and practical international tax issues and opportunities and explores specializing in one or more international tax areas * Organizes and conducts effective internal training sessions in the area of specialization * Develops knowledge base of and personal network with professionals in selected foreign jurisdictions * Research: * Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted * Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings * Prepares Written Tax Advice (WTA) and confers with National Tax Office as appropriate * Tax Compliance: * Assists in managing client engagements * Assists in conducting detailed review of international aspects of U.S. tax reporting and other client supplied data and identifies basic issues throughout the engagement * Applies an in-depth knowledge of U.S. tax compliance and other filing requirements as they relate to a client's international operations, structures, and transactions * Tax Controversy: * Represents clients before the IRS on contested issues, as appropriate, and with assistance and guidance from senior international tax professionals * ASC 740-10: * Applies standards, firm policies and BDO Tax Quality Manual requirements * Assists in reviewing international aspects of tax provisions including coordination of BDO colleagues in non-US jurisdictions * Trains others in international tax aspects of ASC 740Other duties as required Supervisory Responsibilities: * Supervises the day-to-day workload of International Tax Senior Associates, Associates, and Interns on assigned engagements and reviews work product and ensures their technical development * Delivers periodic performance feedback and completes performance evaluations for International Tax Senior Associates, Associates, and Interns * Acts as mentor to International Tax Senior Associates, Associates, and Interns, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree, required; focus in Accounting or another business related major, preferred * Juris Doctorate degree, LLM and/or MST/MBT, preferred Experience: * Four (4) or more years of prior experience in corporate tax, international tax or legal professional services or equivalent experience through an advanced degree program, required * Experience in international tax, required * Prior experience supervising tax professionals on a project or engagement basis, preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required Software: * Proficient in the use of Microsoft Office Suite, specifically Word, Excel, and PowerPoint, preferred * Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Ability to communicate complex technical items to target audience so that relevant issues are clearly understood * Superior analytical and legal and tax research skills including building models and analysis of financial and numerical data * Strong organizational skills especially ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Ability to work in a deadline-driven environment and handle multiple projects simultaneously * Able to effectively manage a team of tax professionals and delegate work assignments as needed * Build and maintain strong relationships with internal and client personnel * Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel * Executive presence and ability to act as primary contact on assigned engagements * Ability to successfully interact with professionals at all levels * Advanced knowledge of sources of relevant information utilized in tax filings as well as the most widely used filing forms and awareness of other less widely used forms * Advanced understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law * Possesses a working knowledge of the application of standards that guide effective and efficient delivery of quality services and products in the taxation field 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: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000

BDO Capital Advisors (BCA) is seeking a motivated Analyst with previous investment banking experience to join the firm's expanding practice in Richmond, Virginia. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills. The candidate will be expected to research prospective clients and their industries, assist in the creation of pitch materials, develop financial models and draft offering memoranda. The candidate will gain in-depth exposure to the financials and operations of companies in a wide range of industries and to the execution of investment banking transactions including mergers and acquisitions and private placements. At BCA, analysts actively participate in every phase of a client engagement and gain the skills to build a successful career in investment banking. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm. The BCA team specializes in providing sell-side M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe. Job Duties: Supports the execution and the origination of M&A transactions Develops financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses Analyzes companies and industries and work directly with client management teams Prepares pitch books, offering memoranda and management presentations Organizes and manage responses to inquiries from potential investors as well as coordinate other diligence activities Manages several projects concurrently Other duties as required Supervisory Responsibilities: N/A Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required; focus in Finance, Accounting, or Economics, preferred Experience: One (1) or more years of investment banking, private equity or related financial services experience, preferred License/Certifications: FINRA Series 79 and 63 licenses (if not currently held, will be required shortly after hire), required Software: Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred Languages: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and research skills Solid organizational skills with exceptional attention to detail Ability to successfully multitask while working independently or within a group Ability to work in a deadline-driven environment and manage multiple projects simultaneously Understanding of basic accounting and valuation methodologies Ability to travel, as necessary 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: $80,000 - $100,000 Maryland Range: $80,000 - $100,000 NYC/Long Island/Westchester Range: $80,000 - $100,000

The Assurance Experienced Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also be involved in reviews and agreed-upon procedure engagements. Job Duties: Control Environment: * Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: * Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team * Making constructive suggestions to improve client internal controls and accounting procedures * Documenting and validating the operating effectiveness of the clients' internal control system GAAP: * Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: * Providing support of conclusions with authoritative literature * Drafting basic sets of financial statements with disclosures * Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently GAAS: * Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: * Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals * Applying auditing theory to various client situations * Documenting in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals * Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence * Contributing ideas/opinions to the engagement teams Methodology: * Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by: * Completing all appropriate documentation of BDO work papers * Ensuring assigned work is performed in accordance with BDO methodology and requirements Research: * Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: * Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently * Other duties as required: Supervisory Responsibilities: * N/A Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required * Master's in Accountancy, preferred Experience: * One (1) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required License/Certifications: * Eligible to sit for the CPA exams upon starting employment required and actively pursuing completion of the exams, required * CPA, preferred Software: * Proficient with the Microsoft Office Suite, preferred * Experience with assurance applications and research tools, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company * Ability and willingness to travel, as needed * Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc) * Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm * Ability to successfully multi-task while working independently and within a group environment * Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions * Ability to of work in a demanding, deadline driven environment with a focus on details and accuracy * Solid project management skills 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. California Range: $83,000 - $90,000 Cleveland, Ohio Range: $70,000 - $78,000 Colorado Range: $75,000 - $80,000 Illinois Range: $76,000 - $82,000 Maryland Range: $72,000 - $78,000 Minnesota Range: $70,000 - $74,000 NYC/Long Island/Westchester Range: $75,000 - $80,000 New Jersey Range: $76,500 - $83,000 Washington Range: $80,000 - $85,000

BDO is a global leader in professional services, offering innovative solutions in accounting, tax, and advisory services. BDO's Healthcare Management Consulting team partners with healthcare organizations to provide a strong combination of strategy, operations management, and digital solutions focused on helping provider organizations improve their ability to deliver high quality care, enhance the patient experience, and drive financial improvement. The Business Development Director - Healthcare Consulting is responsible for driving growth and expanding BDO's footprint within the healthcare sector. This senior role focuses on identifying new business opportunities, cultivating strategic relationships, and collaborating with consulting teams to deliver tailored solutions to healthcare organizations. Job Duties: Develops and executes business development strategies to grow BDO's healthcare consulting practice. Proactively identifies and engages potential clients through networking, cold calling, targeted email outreach, social selling, and prospecting of new opportunities Conducts market research to identify trends, competitive positioning, and emerging opportunities Qualifies leads by assessing their needs, decision-making processes, and alignment with BDO's solutions Delivers presentations and ongoing thought leadership to clients and prospects Represents BDO at conferences and webinars to expand market prominence, professional networks and promote service offerings Develops and implements account and pursuit plans to strategically grow key relationships Manages the sales pipeline, track deal progression, and maintain accurate CRM records Leads account management efforts to ensure client satisfaction and retention Tracks sales metrics to ensure sales targets are met or exceeded Other duties as required Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's degree, required; focus in Business, Healthcare Administration, or related field, preferred Advanced degree, preferred Experience: Seven (7) years of business development experience, required; experience in healthcare consulting, professional services, or related industry, preferred Experience leading cross-functional teams and collaborating in a matrixed environment, preferred Software: Proficient in the use of Microsoft Office Suite, required Experience with client relationship management (CRM), required Microsoft Dynamics, preferred Other Knowledge, Skills & Abilities: Ability to generate new business opportunities and manage complex sales cycles Deep understanding of healthcare industry dynamics, regulations, and stakeholder needs Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and development Exceptional communication, negotiation, and relationship-building skills Proficiency with CRM systems and business development tools Ability to travel as needed for client meetings and industry events 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: $150,000 - $180,000 Maryland Range: $150,000 - $180,000 NYC/Long Island/Westchester Range: $150,000 - $180,000

Working under the authority of a Principal, the Assurance Director, Risk Advisory Services is responsible for overseeing and delivering risk advisory services around Information Technology (IT) related activities such as Internal Audit, Sarbanes-Oxley, System Development Lifecycle and Implementation Reviews, Cyber-Security Reviews, Business Resumption/Disaster Recovery Planning, Information Technology General Controls (ITGC), Application Level IT Controls, Data Analytics, Business Intelligence/Automation, and Data Governance among other common IT related services. Additionally, the Assurance Director, Risk Advisory Services is charged with overseeing all aspects of an internal audit, SOX or consulting engagement to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding client risks. In this role, the Assurance Director, Risk Advisory Services is charged with managing a team of professionals through all stages of internal audit or consulting engagements to include planning, field work, engagement wrap up and report composition, along with providing recommendations regarding engagement economics and legal risks to the Firm. The Director is responsible for ensuring exceptional client service and high-quality engagement deliverables. The Director is also responsible for developing new business with existing clients and prospects of the Firm, including the identification of target companies. The Director also supports the practice Principal with all aspects of client pursuits, including all phases of the client proposal process. The Director is responsible for all aspects of practice administration including time entry, client contract administration, billings, collections, and adjustments to engagement realization when needed. Job Duties: * Oversees the documentation and testing of application and automated controls on a wide range of software application packages * Acts as a high-level contact for clients regarding all questions and information, including progress, challenges encountered, and issues identified * Conducts informational interviews and facilitates meetings with client management members during engagement process, as needed * Works closely with the Engagement Partner to ensure effective communication of control gaps and suggested improvements to processes, controls and overall risk management to client Audit Committee and management * Ensures that the client service team appropriately analyze client's processes, risks, and controls * Ensures that the client service team provides exceptional client service and develops advanced level deliverables and/or solutions to client issues * Oversees the development of risk-based audit plans as well as ensures the development of efficient and effective project plans * Reviews, approves, and seeks Partner approval of engagement budgets and identifies opportunities to improve engagement efficiencies * Ensures the preparation of periodic and timely billings, collections and makes timely recommendations to the engagement Partner of adjustments to engagement realization, as needed * Leads assigned client engagements and underlying economics to ensure engagement metrics are achieved * Identifies and informs managers and staff to utilize all available research aids (as practical), including databases and trade publications, to develop understanding of client's industry * Identifies, grows, and maintains strategic relationships with client personnel, including members of client management * Prepares formal and informal presentations for client meetings and seeks Partner review and approval of presentations prior to delivery * Collaborates with both RAS and other practice partners to bring the best solutions to our clients and prospects and thus expand our presence in the marketplace * Identifies new business opportunities to expand the Risk Advisory Services practice and communicates such opportunities to his/her practice partner * Works directly with the Partner to develop draft proposals and reports, and completes research, as needed * Works under the supervision of the practice partner to manage marketing and business development activities within practice, including but not limited to refreshing marketing materials and website content, as needed * Develops thought leadership for the RAS practice under the direction of the Partner by developing whitepapers and presentations on topics relevant to clients and the profession * Fosters a positive demeanor, learning attitude and client service mentality with managers, seniors, and staff Ability to travel 20% of the time * Other duties as required Supervisory Responsibilities: * Supervises the workload of Sr. Managers, Managers, Senior Associates, and Associates, as needed, on assigned engagements and reviews work product * Ensures Sr. Managers, Managers, Senior Associates, and Associates are trained on all relevant software * Evaluates the performance of Managers, Senior Associates, and Associates and assists in the development of goals and objectives to enhance professional development * Delivers periodic performance feedback and completes performance evaluations for Managers, Senior Associates, and Associates in accordance with Firm guidance * Acts as mentor to Managers, Managers, Senior Associates, and Associates, as appropriate * Acts as a leader and projects a professional, positive attitude toward client and firm personnel Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Information Systems, Business Intelligence, required * MBA or other advanced degree, preferred Experience: * A minimum of ten (10) years of experience with a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational, or Information Technology Subject Matter Expert, required * Experience performing audits within a public accounting environment, required * Experience performing audits of industries such as manufacturing, retail, distribution, energy, etc., required * Significant supervisory experience, required * Experience performing process, systems, application controls reviews, required * Experience with internal controls including process control design, preparation of flowcharts & control matrices, documentation and testing of controls, and identification and reporting of control "gaps," required * Experience conducting audit planning, developing audit programs, performing testing, preparing work papers, and drafting audit reports, required * Experience in client marketing to include but is not limited experience successfully managing multiple client pursuits and proposal efforts, preferred License/Certifications: * Certificate of Internal Auditor ("CIA"), Certified Public Accountant ("CPA"), Certified Information System Auditor ("CISA"), or equivalent certifications, required Software: * Proficient in the use of Microsoft Office Suite, including Excel, Word, PowerPoint, required * Experience with PowerBI, Tableau, ACL and/or IDEA, and MS Access, preferred * Experience in the use of various assurance applications and research tools as is appropriate for this level, preferred Other Knowledge, Skills & Abilities: * Solid understanding and experience planning and coordinating all stages of an internal audit * Knowledge of internal accounting controls and professional standards and regulations * Superior verbal and written communication skills, specifically business / report writing * Ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm * Ability to successfully multi-task while working independently and within a group environment * Recognition as a though leader with respect to the topics of governance, risk, and control * Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions * Capability to work in a demanding, deadline driven environment with a focus on details and accuracy * Ability to collaborate with partners and managers within other service lines and industries, as well as RAS leaders Solid project management skills * Solid grasp of general IT control concepts * Excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting * Executive presence to act as primary contact for clients while preparing and presenting to clients and potential clients * Ability to resolve complex business issues * Capacity to build and maintain strong relationships with internal and client personnel 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. California Range: $190,000 - $235,000 Colorado Range: $190,000 - $235,000 Illinois Range: $190,000 - $235,000 Maryland Range: $190,000 - $235,000 Minnesota Range: $190,000 - $235,000 NYC/Long Island/Westchester Range: $190,000 - $235,000 Washington Range: $190,000 - $235,000 Washington DC Range: $190,000 - $235,000

The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset. Job Duties Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors. Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies. Network with prospects to build revenue‑producing relationships. Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers. Review transaction documents and provide negotiation insights. Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies. Commit to satisfying internal and external customers. Perform 100% of job duties in the office. Other duties as assigned. Supervisory Responsibilities Manage the team's efforts with an apprenticeship approach. Direct due diligence meetings, draft and review tailored reports for key issues. Coordinate client approach throughout the transaction process. Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers. Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation. Qualifications, Knowledge, Skills and Abilities Education Bachelor's Degree in Accounting or Finance, required. MBA, required. Experience Ten (10) or more years at an investment bank or similar corporate finance vertical, required. Experience at a middle‑market investment bank, preferred. Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required. License/Certifications FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required. Software Proficient in Microsoft Office Suite, required. Language N/A Other Knowledge, Skills, & Abilities Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance. Comfort with ambiguity and fluid client situations. Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines. Advanced analytical and modeling skills with attention to detail. Excellent written and verbal communication with a polished/professional demeanor. Team player capable of working cohesively with colleagues and clients. Self‑motivated and capable of working under pressure with proactive follow‑up skills. Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends. Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000 #J-18808-Ljbffr

The Assurance Experienced Senior will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork, and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position is also responsible for acting as the client contact for basic questions and information and may be involved in reviews and agreed-upon procedure engagements. Job Duties: Control Environment Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures. As Auditor in charge is responsible to the engagement manager for the day-to-day conduct of the audit work and in particular for ensuring that the field work is executed and completed as planned, in accordance with timetable, with Firm's policies and procedures and to budget Applies knowledge of transactional flow and key transactional cycles to complete audit work Documents, validates, and assesses effectiveness of internal control system Determines and communicates improvements to client internal controls and accounting procedures Supervise the work of audit staff and review workpapers and conclusions and explaining any shortcomings to them GAAP Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles. Understand and effectively communicate financial statement disclosure requirements to clients Identifies and applies new pronouncements to client situations Identifies, analyzes, and discusses alternative generally accepted accounting principles for the client, when necessary, with the Manager, Senior Manager and engagement partner Identifies complex accounting issues and brings them to the attention of superiors for resolution SEC and PCAOB Applies knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles. Reads and reviews clients' SEC filings, ensuring accuracy and completeness, and also ensuring all financial information is supported in the workpapers and appropriately tested Prepares required communications to the Client and the Audit Committee Plans and executes Section 404 internal control audit including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies, and assessing the overall financial reporting control environment. GAAS Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement. Formulates and communicates the audit plan Applies GAAS to a variety of complex issues and consults others as appropriate Applies of audit skepticism and determines when to reduce or expand testing Uses BDO audit manuals as appropriate for the situation Documents deviations from BDO policy with approval Look for opportunities to suggest improvement to company's internal controls and prepare draft communication required by professional standards. Methodology Applies knowledge and application of BDO standards that guide effective and efficient delivery of quality services and products. Applies BDO audit approach and methodologies, including tools and technology, to execute the audit with quality, efficiency, and completeness despite pressures of deadlines Identifies and proposes outcomes to critical issues Research Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information. Applies knowledge of the use of internal and external research tools and selects methodology for routine research requests Researches more complex areas of accounting and forms an initial opinion on the correct treatment independently and considers and documents the impact on the client and audit engagement Documents and organizes complicated findings in a usable format, based on information obtained from Accounting Research Manager, BDO Assurance Manual, Yahoo Finance, etc. Assist the engagement manager with gathering sufficient appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy Project Management Coordinate timing of planning, fieldwork, and review with audit team and client and assist engagement executives in developing the audit engagement budget and identify appropriate resources. Develop the draft Audit Engagement Planning Memorandum, audit programs and budgets Establish with the engagement manager the responsibilities of individual audit staff for specific areas of audit work Monitor and report engagement budget to actual and advise engagement executives of possible overruns Other duties as required Supervisory Responsibilities: Supervise a team of audit professionals ranging in size from 1 to 5 Provide verbal and written performance feedback to associates Teach/coach associates to provide on the job learning Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required Master's degree in Accountancy, preferred Experience: Three (3) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior basic supervisory experience, preferred License/Certifications: Eligible to sit for the CPA exams upon starting employment, required, and actively pursuing completion of the exams, required CPA, preferred Software: Proficient with Microsoft Office Suite, preferred Experience with assurance applications and research tools, preferred Language: N/A Other Knowledge, Skills & Abilities: Possess proven solid verbal and written communication skills Possess people development and delegation skills Possess executive presence - needs to be able to be primary contact for the client Ability to "in-charge" all stages of the audit, including planning, fieldwork, and "wrap-up" Ability to perform the completion of an audit of a complex company Ability to prepare and/or review financial statements with disclosures in accordance with GAAP requirements. 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. California Range: $95,000 - $135,000 Colorado Range: $80,000 - $105,000 Illinois Range: $85,000 - $100,000 Maryland Range: $92,000 - $110,000 Minnesota Range: $80,000 - $92,000 New Jersey Range: $96,000 - $103,000 NYC/Long Island/Westchester Range: $80,000 - $115,000 Ohio Range: $80,000 - $92,000 Washington Range: $85,000 - $105,000 Washington DC Range: $92,000 - $110,000