Assurance Senior Manager, Third Party Attestation

Job Summary:

The Securitization and Structured Products Senior Manager within the Third-Party Attestation practice, with a focus on Securitization and Structured Products will work under the direction of a Principal and is responsible for managing, executing, and growing the Structured Products group. Transactions may include Auto, RMBS, Timeshare, Insurance, Airline, Oil & Gas, Whole Business Securitizations, Solar, Financial and CLOs. The primary work will consist of Agreed Upon Procedures (AUP) reports which include ABS (cash flow modeling for new ABS issuances, Loan Tape File Reviews, Circle Up Procedures of 10ks, 10Qs, Investor Presentations, Term Sheets and Offering Memorandum) and CLOs (Payment Date Verification, Effective Date Reporting, Cash Flow Modeling). The Senior Manager is also responsible supporting Principals and Managing Directors in developing new business with existing clients and prospects of the Firm, including the identification of target companies. The Senior Manager is responsible supporting Principals and Managing Directors in managing all aspects of client pursuits and advises the practice Principal through all phases of the client proposal process.  

Job Duties:

• Works closely with teammates on all aspects of the AUP report creation and delivery process and coordinate this work with all internal and external parties involved
• Performs and/or manages those performing one or more of our Securitization and Structured Products services: tape to file, circle ups, cashflow modeling, and payment date reporting
• Assists Principals and Managing Directors with day-to-day operations of practice
• Creates and manages project data rooms
• Assists in training and developing the team to deliver best in class work product
• Manages aspects, as needed, of a live deal process including customer communication and timing of deliverables
• Helps to develop and improve workflow processes including documentation of procedures and workflows to ensure efficient and accurate deliverables
• Contributes and understands firm risk management on projects and proposals
• Communicates (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish firm objectives
• Works with Principals and Managing Directors across the Firm to educate them on our Securitization and Structured Products services and cross sell those services with existing Clients
• Attends industry conferences and develop the brand name
• Other duties as required

Supervisory Responsibilities:

• Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients
• Supervises managers, senior associates, and associates on all projects
• Reviews work prepared by managers, senior associates, and associates and provide review comments
• Acts as a Career Advisor to senior associates and associates
• Schedules and manages workload of senior associates and associates
• Provides verbal and written performance feedback to senior associates and associates
• Teaches/coaches managers, senior associates and associates to provide on the job learning

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor’s Degree, required; focus in Accounting, Mathematics, Finance or, Economics, preferred
• Master’s Degree in Accounting, Mathematics, Finance, or Economics, preferred 

Experience:

• Eight (8) or more years of hands-on experience in securitization, structured products, or asset management, required
• Strong technical background including an in depth understanding of one or more of the following asset classes: RMBS, ABS, CLO and similar securitized and structured products, required
• Experience working with and building cash flow waterfalls, preferred
• Experience with securitization asset and liability cash flow modeling, preferred

License(s)/Certification(s):

One or more of the following certifications, required: 

• Certified Public Accountant (CPA)
• Certified Financial Planning and Analysis Modeling (CFPAM)
• Chartered Financial Analyst (CFA)
• Series 7
• Securities Industry Essentials (SIE)
• FINRA License 

Software:

• Proficiency in the use of Microsoft Office Suite and Adobe, required
• Prior experience with Finsight or other similar industry research tools, preferred
• Prior experience with VBA or Python, preferred

Other Knowledge, Skills & Abilities:

• Ability to interact with people at all levels of an organization
• Ability to present complex information in a usable format to a diverse audience
• Ability to understand complex legal documents related to asset backed securitization, including offering memorandum, indentures, credit agreements, and term sheets
• Excellent financial modeling and analytical skills with strong attention to detail
• Understanding of regulatory requirements surrounding asset back securities
• Passion for developing and mentoring a growing team and helping to drive business growth
• Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice
• Ability to meet tight deadlines
• Limited travel required, including attending industry conferences as needed
• Excellent verbal and written communication 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.

National Range: $225,000 - $250,000
Maryland Range: $225,000 - $250,000
NYC/Long Island/Westchester Range: $225,000 - $250,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. 

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. 

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.”  Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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