BDO USA
Director, Transaction Advisory Services - Healthcare Financial Due Diligence
BDO USA, Washington, District of Columbia, us, 20022
Overview
Director, Transaction Advisory Services - Healthcare Financial Due Diligence The TAS Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded, and to support the overall delivery of the national TAS strategy. Job Duties / Responsibilities
Leads client engagement teams throughout every aspect of project deliverables and ensures effective and efficient delivery of quality services. Examines complex deal-related issues and provides insight into deal-specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, and review of sale and purchase agreements. Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates. Sets standards for quality and consistency and brings sophistication to client engagements. Coaches and mentors staff in key areas, including due diligence, decision making, report writing, and project management. Works with engagement teams to compose and review due diligence reports for presentations to clients evaluating M&A decisions. Ensures client expectations are met, maintains client relationships, and identifies and resolves client issues/concerns. Leverages firm-wide capabilities beyond TAS during client engagements. Assists in identifying risks and issues related to the transaction and communicates them effectively to clients. Collaborates with TAS leadership to develop practice initiatives and strategy. Identifies and pursues business development opportunities through industry and networking relationships. Leads the development of proposal documents and conducts presentations in pursuit of acquiring new clients. Partners with management to promote TAS services to existing and prospective clients. Provides verbal and written performance feedback as part of routine performance reviews. Other duties as required. Education, Qualifications, Knowledge, Skills & Abilities
Bachelor’s degree in Accounting, Business Administration, or Finance, required. MBA, preferred. Experience
At least eight (8) years of prior financial statement-related professional services experience, required, with five (5) or more years in a dedicated TAS environment (national and multinational buy-side and sell-side transactions) preferred. Carve-out experience, preferred. Prior experience interacting with C-level personnel, preferred. Big 4 or other top-tier consulting firm experience, preferred. Licenses & Certifications
CPA, preferred. Software
Strong Excel, Word and PowerPoint skills, required. Other Knowledge, Skills & Abilities
Excellent project management and communication skills, with a sense of urgency and drive to serve clients. Ability to lead engagements, supervise staff, and respond to client needs. Solid knowledge of US GAAP. Executive presence and strong business acumen. Strong verbal and written business communication skills. Ability to build and maintain relationships with client personnel and identify business development opportunities. Ability to travel as needed. Note: Individual salaries are determined based on qualifications, experience, skills, and geography. Ranges are provided as general guidance. About Us
Join us at BDO, where you will find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture emphasizes meaningful connections, curiosity, and integrity while delivering exceptional outcomes for clients and communities. BDO is an ESOP company and provides Total Rewards and other benefits.
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Director, Transaction Advisory Services - Healthcare Financial Due Diligence The TAS Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded, and to support the overall delivery of the national TAS strategy. Job Duties / Responsibilities
Leads client engagement teams throughout every aspect of project deliverables and ensures effective and efficient delivery of quality services. Examines complex deal-related issues and provides insight into deal-specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, and review of sale and purchase agreements. Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates. Sets standards for quality and consistency and brings sophistication to client engagements. Coaches and mentors staff in key areas, including due diligence, decision making, report writing, and project management. Works with engagement teams to compose and review due diligence reports for presentations to clients evaluating M&A decisions. Ensures client expectations are met, maintains client relationships, and identifies and resolves client issues/concerns. Leverages firm-wide capabilities beyond TAS during client engagements. Assists in identifying risks and issues related to the transaction and communicates them effectively to clients. Collaborates with TAS leadership to develop practice initiatives and strategy. Identifies and pursues business development opportunities through industry and networking relationships. Leads the development of proposal documents and conducts presentations in pursuit of acquiring new clients. Partners with management to promote TAS services to existing and prospective clients. Provides verbal and written performance feedback as part of routine performance reviews. Other duties as required. Education, Qualifications, Knowledge, Skills & Abilities
Bachelor’s degree in Accounting, Business Administration, or Finance, required. MBA, preferred. Experience
At least eight (8) years of prior financial statement-related professional services experience, required, with five (5) or more years in a dedicated TAS environment (national and multinational buy-side and sell-side transactions) preferred. Carve-out experience, preferred. Prior experience interacting with C-level personnel, preferred. Big 4 or other top-tier consulting firm experience, preferred. Licenses & Certifications
CPA, preferred. Software
Strong Excel, Word and PowerPoint skills, required. Other Knowledge, Skills & Abilities
Excellent project management and communication skills, with a sense of urgency and drive to serve clients. Ability to lead engagements, supervise staff, and respond to client needs. Solid knowledge of US GAAP. Executive presence and strong business acumen. Strong verbal and written business communication skills. Ability to build and maintain relationships with client personnel and identify business development opportunities. Ability to travel as needed. Note: Individual salaries are determined based on qualifications, experience, skills, and geography. Ranges are provided as general guidance. About Us
Join us at BDO, where you will find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture emphasizes meaningful connections, curiosity, and integrity while delivering exceptional outcomes for clients and communities. BDO is an ESOP company and provides Total Rewards and other benefits.
#J-18808-Ljbffr