BDO USA
Managing Director, Transaction Advisory Services - Healthcare Financial Due Dili
BDO USA, Charlotte, North Carolina, United States, 28245
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence
Job Description
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. They lead new business origination efforts, support multiple client engagement teams, and maintain key client relationships. The TAS Managing Director should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.
Job Summary The TAS Managing Director leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. They possess strong leadership and technical capabilities, a results‑oriented mindset, and a tenacious work ethic.
Job Duties
Oversee all functions of the 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 but not limited to quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis and definition, debt and debt‑like analysis, warranties & concessions, 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%
Other duties as required
Supervisory Responsibilities
Schedule and supervise tasks and project assignments of Senior Associates and Managers
Review work product prepared by Senior Associates and Managers and provide review comments
Partner 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 have been spent in a dedicated TAS environment, including 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 / 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, with a sense of urgency and drive to serve 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 Individual salaries are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National range: $250,000 – $400,000. Maryland range: $250,000 – $400,000. NYC/Long Island/Westchester range: $250,000 – $400,000.
About Us BDO provides assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries. We are an ESOP company focused on delivering exceptional outcomes for our people, clients, and communities.
Key Details Seniority level: Director.
Employment type: Full‑time.
Job function: Finance and Accounting/Auditing.
Industries: Accounting.
Equal Opportunity Employer BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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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. They lead new business origination efforts, support multiple client engagement teams, and maintain key client relationships. The TAS Managing Director should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.
Job Summary The TAS Managing Director leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. They possess strong leadership and technical capabilities, a results‑oriented mindset, and a tenacious work ethic.
Job Duties
Oversee all functions of the 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 but not limited to quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis and definition, debt and debt‑like analysis, warranties & concessions, 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%
Other duties as required
Supervisory Responsibilities
Schedule and supervise tasks and project assignments of Senior Associates and Managers
Review work product prepared by Senior Associates and Managers and provide review comments
Partner 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 have been spent in a dedicated TAS environment, including 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 / 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, with a sense of urgency and drive to serve 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 Individual salaries are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National range: $250,000 – $400,000. Maryland range: $250,000 – $400,000. NYC/Long Island/Westchester range: $250,000 – $400,000.
About Us BDO provides assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries. We are an ESOP company focused on delivering exceptional outcomes for our people, clients, and communities.
Key Details Seniority level: Director.
Employment type: Full‑time.
Job function: Finance and Accounting/Auditing.
Industries: Accounting.
Equal Opportunity Employer BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Click here to find out more!
#J-18808-Ljbffr