BDO USA
Transaction Advisory Senior Manager - Healthcare Financial Due Diligence
BDO USA, New York, New York, us, 10261
Transaction Advisory Senior Manager - Healthcare Financial Due Diligence
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Transaction Advisory Senior Manager - Healthcare Financial Due Diligence
role at
BDO USA
Overview The Transaction Advisory Services Senior Manager is responsible for managing financial, accounting and operational due diligence engagements.
Job Duties
Plans and oversees the due diligence process, and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products
Acts as primary contact for C-level personnel for the duration of due diligence process
Analyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets and liabilities of target client
Performs industry and company research, and collects information from available sources related to target client’s business
Leads on-site and/or phone interviews with C-level personnel at target client to gather relevant information in support of the financial analysis
Leads team in identifying risks and issues related to the transaction for incorporation into purchase agreements
Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A process
Leads the narrative planning session prior to the writing of the financial due diligence report, and oversees composition of the financial due diligence report, highlighting the key deal-related issues impacting the proposed transaction
Manages the relationship and information flow between BDO, client and target company
Identifies and pursues business development opportunities through industry and networking relationships
Manages the development of proposal documents, and conducts presentations in pursuit of acquiring new clients
Partners with management members of BDO offices to identify and promote the services of the TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business lines
Other duties as required
Supervisory Responsibilities
Schedules and supervises the tasks and project assignments of TAS Senior Associates and Managers
Reviews work product prepared by TAS Senior Associates and Managers, and provides review comments and edits, as necessary
Partners with Directors within the TAS practice to provide verbal and written performance feedback to TAS Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process
Develops TAS Senior Associates and Managers by providing real-time and on-the-job insight and training
Supports a collaborative and team-oriented environment, while encouraging strong results and quality work
Education
Bachelor’s degree in Accounting, Business Administration, or Finance, required
Experience
Six (6) or more years of public accounting experience, required
Three (3) or more years of TAS experience, preferred
Experience interacting and working directly with C-level personnel, preferred
License/Certifications
CPA or CA, preferred
Software
Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
Language
N/A
Other Knowledge, Skills & Abilities
Strong verbal and written communication skills, specifically business writing
Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
Exhibits executive presence, intellectual curiosity and analytical thinking
Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to deal structures
Required to maintain the highly confidential nature of information
Excellent project management skills, with the ability to produce quality work with an attention to detail
Strong knowledge of technical accounting areas such as US GAAP
Ability to travel as needed
Compensation 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: $135,000 - $210,000
Maryland Range: $135,000 - $210,000
NYC/Long Island/Westchester Range: $135,000 - $210,000
About Us 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. 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. 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.”
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
#J-18808-Ljbffr
Transaction Advisory Senior Manager - Healthcare Financial Due Diligence
role at
BDO USA
Overview The Transaction Advisory Services Senior Manager is responsible for managing financial, accounting and operational due diligence engagements.
Job Duties
Plans and oversees the due diligence process, and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products
Acts as primary contact for C-level personnel for the duration of due diligence process
Analyzes quality of earnings, working capital, financial forecasts, historical earnings, quality of assets and liabilities of target client
Performs industry and company research, and collects information from available sources related to target client’s business
Leads on-site and/or phone interviews with C-level personnel at target client to gather relevant information in support of the financial analysis
Leads team in identifying risks and issues related to the transaction for incorporation into purchase agreements
Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A process
Leads the narrative planning session prior to the writing of the financial due diligence report, and oversees composition of the financial due diligence report, highlighting the key deal-related issues impacting the proposed transaction
Manages the relationship and information flow between BDO, client and target company
Identifies and pursues business development opportunities through industry and networking relationships
Manages the development of proposal documents, and conducts presentations in pursuit of acquiring new clients
Partners with management members of BDO offices to identify and promote the services of the TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other BDO business lines
Other duties as required
Supervisory Responsibilities
Schedules and supervises the tasks and project assignments of TAS Senior Associates and Managers
Reviews work product prepared by TAS Senior Associates and Managers, and provides review comments and edits, as necessary
Partners with Directors within the TAS practice to provide verbal and written performance feedback to TAS Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process
Develops TAS Senior Associates and Managers by providing real-time and on-the-job insight and training
Supports a collaborative and team-oriented environment, while encouraging strong results and quality work
Education
Bachelor’s degree in Accounting, Business Administration, or Finance, required
Experience
Six (6) or more years of public accounting experience, required
Three (3) or more years of TAS experience, preferred
Experience interacting and working directly with C-level personnel, preferred
License/Certifications
CPA or CA, preferred
Software
Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
Language
N/A
Other Knowledge, Skills & Abilities
Strong verbal and written communication skills, specifically business writing
Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
Exhibits executive presence, intellectual curiosity and analytical thinking
Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions to deal structures
Required to maintain the highly confidential nature of information
Excellent project management skills, with the ability to produce quality work with an attention to detail
Strong knowledge of technical accounting areas such as US GAAP
Ability to travel as needed
Compensation 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: $135,000 - $210,000
Maryland Range: $135,000 - $210,000
NYC/Long Island/Westchester Range: $135,000 - $210,000
About Us 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. 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. 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.”
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
#J-18808-Ljbffr