BDO USA
Managing Director, Transaction Advisory Services - Healthcare Financial Due Dili
BDO USA, Denver, Colorado, United States, 80285
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence
Job posted 1 week ago. Be among the first 25 applicants.
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 TAS Managing Director leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. The TAS Managing Director must have excellent leadership and technical skills, be results oriented, and possess a tenacious work ethic.
Job Duties
Oversee all functions of TAS Center of Excellence
Lead new business origination efforts
Coordinate cross‑selling opportunities across BDO service lines
Oversee client engagement teams to ensure effective and efficient delivery of quality services
Lead complex deal‐related issues and provide 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, and sale and purchase agreement review
Oversee the full spectrum of transaction advisory work in multiple engagements including buy‑side and sell‑side mandates
Enforce standards for quality/consistency and bring sophistication to client engagements
Coach and mentor staff in key areas, including detailed due diligence, critical decision making, report writing, and project management
Ensure client expectations are met, maintain client relationships, and identify and resolve client issues /concerns
Leverage BDO’s firm‑wide capabilities beyond TAS during client engagements
Assist in identifying risks and issues related to the transaction and effectively communicate to clients
Oversee the development of proposal documents and conduct presentations in pursuit of acquiring new clients
Partner with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and prospective clients
Provide verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
Travel up to 50%, as needed
Other duties as required
Supervisory Responsibilities
Schedule and supervise the tasks and project assignments of Senior Associates and Managers
Review work product prepared by Senior Associates and Managers and provide review comments
Partner with the Director of 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
Educational Requirements
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, inclusive of complex national and multi‑national buy and sell‑side transactions; 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 / Certification
CPA, preferred
Software Proficiency
Strong Excel, Word, and PowerPoint skills, required
Other Knowledge, Skills & Abilities
Demonstrated practice leadership and development skills
Excellent project management and communication skills, with a sense of urgency and drive to help the company serve 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, and utilize network and industry relationships to identify business development opportunities
Compensation National Range: $250,000 – $400,000 Maryland Range: $250,000 – $400,000 NYC/Long Island/Westchester Range: $250,000 – $400,000
About BDO 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, clients, and 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.
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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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 TAS Managing Director leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. The TAS Managing Director must have excellent leadership and technical skills, be results oriented, and possess a tenacious work ethic.
Job Duties
Oversee all functions of TAS Center of Excellence
Lead new business origination efforts
Coordinate cross‑selling opportunities across BDO service lines
Oversee client engagement teams to ensure effective and efficient delivery of quality services
Lead complex deal‐related issues and provide 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, and sale and purchase agreement review
Oversee the full spectrum of transaction advisory work in multiple engagements including buy‑side and sell‑side mandates
Enforce standards for quality/consistency and bring sophistication to client engagements
Coach and mentor staff in key areas, including detailed due diligence, critical decision making, report writing, and project management
Ensure client expectations are met, maintain client relationships, and identify and resolve client issues /concerns
Leverage BDO’s firm‑wide capabilities beyond TAS during client engagements
Assist in identifying risks and issues related to the transaction and effectively communicate to clients
Oversee the development of proposal documents and conduct presentations in pursuit of acquiring new clients
Partner with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and prospective clients
Provide verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
Travel up to 50%, as needed
Other duties as required
Supervisory Responsibilities
Schedule and supervise the tasks and project assignments of Senior Associates and Managers
Review work product prepared by Senior Associates and Managers and provide review comments
Partner with the Director of 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
Educational Requirements
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, inclusive of complex national and multi‑national buy and sell‑side transactions; 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 / Certification
CPA, preferred
Software Proficiency
Strong Excel, Word, and PowerPoint skills, required
Other Knowledge, Skills & Abilities
Demonstrated practice leadership and development skills
Excellent project management and communication skills, with a sense of urgency and drive to help the company serve 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, and utilize network and industry relationships to identify business development opportunities
Compensation National Range: $250,000 – $400,000 Maryland Range: $250,000 – $400,000 NYC/Long Island/Westchester Range: $250,000 – $400,000
About BDO 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, clients, and 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.
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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