BDO USA
Managing Director, Transaction Advisory Services - Healthcare Financial Due Dili
BDO USA, Chicago, Illinois, United States, 60290
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence
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Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence
role at
BDO USA .
Job Summary The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy. The role leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. The candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.
Job Duties
Oversees all functions of TAS Center of Excellence
Leads new business origination efforts
Coordinates cross‑selling opportunities across BDO service lines
Oversees client engagement teams to ensure effective and efficient delivery of quality services
Leads complex deal‑related issues and provides appropriate insight into deal‑specific matters, including quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis and definition, debt and debt‑like analysis, warranties & indemnities, sale and purchase agreement review
Oversees the full spectrum of transaction advisory work in multiple engagements including buy‑side and sell‑side mandates
Enforces standards for quality/consistency and brings sophistication to client engagements
Coaches and mentors staff in key areas, including detailed due diligence, critical decision making, report writing, and project management
Ensures client expectations are met, maintains client relationships and identifies and resolves client issues /concerns
Leverages BDO’s firm‑wide capabilities beyond TAS during client engagements
Assists in identifying risks and issues related to the transaction and effectively communicates to clients
Oversees 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 Transaction Advisory Services practice to existing and prospective clients
Provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
Travels – up to 50%, as needed
Other duties as required
Supervisory Responsibilities
Schedules and supervises the tasks and project assignments of Senior Associates and Managers
Reviews work product prepared by Senior Associates and Managers and provides review comments
Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process
Education
Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferred
MBA, preferred
Experience
Ten (10) years of prior financial statement‑related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi‑national buy and sell‑side transactions, required; carve‑out experience, preferred
Prior experience interacting and working directly with C‑level personnel, preferred
Big 4 or other top‑tier consulting firm experience, preferred
License/Certifications
CPA, preferred
Software
Strong Excel, Word and Powerpoint skills, required
Other Knowledge, Skills & Abilities
Demonstrated practice leadership and development skills
Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients
Ability to lead engagements, support/supervise staff and respond to client needs
Solid knowledge of technical accounting areas such as US GAAP
Exhibit an executive presence and strong business acumen
Strong verbal and written communication skills, specifically business writing aptitude
Ability to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
Salary National Range: $250,000 - $400,000; Maryland Range: $250,000 - $400,000; NYC/Long Island/Westchester Range: $250,000 - $400,000.
About BDO USA BDO is a global organization that delivers assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries. We offer flexibility, opportunities for advancement, and a culture centered on meaningful connections, curiosity and authenticity. Our purpose is to help people thrive every day.
Equal Opportunity Employer 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.
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Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence
role at
BDO USA .
Job Summary The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy. The role leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. The candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.
Job Duties
Oversees all functions of TAS Center of Excellence
Leads new business origination efforts
Coordinates cross‑selling opportunities across BDO service lines
Oversees client engagement teams to ensure effective and efficient delivery of quality services
Leads complex deal‑related issues and provides appropriate insight into deal‑specific matters, including quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis and definition, debt and debt‑like analysis, warranties & indemnities, sale and purchase agreement review
Oversees the full spectrum of transaction advisory work in multiple engagements including buy‑side and sell‑side mandates
Enforces standards for quality/consistency and brings sophistication to client engagements
Coaches and mentors staff in key areas, including detailed due diligence, critical decision making, report writing, and project management
Ensures client expectations are met, maintains client relationships and identifies and resolves client issues /concerns
Leverages BDO’s firm‑wide capabilities beyond TAS during client engagements
Assists in identifying risks and issues related to the transaction and effectively communicates to clients
Oversees 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 Transaction Advisory Services practice to existing and prospective clients
Provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
Travels – up to 50%, as needed
Other duties as required
Supervisory Responsibilities
Schedules and supervises the tasks and project assignments of Senior Associates and Managers
Reviews work product prepared by Senior Associates and Managers and provides review comments
Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process
Education
Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferred
MBA, preferred
Experience
Ten (10) years of prior financial statement‑related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi‑national buy and sell‑side transactions, required; carve‑out experience, preferred
Prior experience interacting and working directly with C‑level personnel, preferred
Big 4 or other top‑tier consulting firm experience, preferred
License/Certifications
CPA, preferred
Software
Strong Excel, Word and Powerpoint skills, required
Other Knowledge, Skills & Abilities
Demonstrated practice leadership and development skills
Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients
Ability to lead engagements, support/supervise staff and respond to client needs
Solid knowledge of technical accounting areas such as US GAAP
Exhibit an executive presence and strong business acumen
Strong verbal and written communication skills, specifically business writing aptitude
Ability to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
Salary National Range: $250,000 - $400,000; Maryland Range: $250,000 - $400,000; NYC/Long Island/Westchester Range: $250,000 - $400,000.
About BDO USA BDO is a global organization that delivers assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries. We offer flexibility, opportunities for advancement, and a culture centered on meaningful connections, curiosity and authenticity. Our purpose is to help people thrive every day.
Equal Opportunity Employer 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.
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