BDO USA
Managing Director, Transaction Advisory Services - Healthcare Financial Due Dili
BDO USA, New York, New York, us, 10261
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence
The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of the TAS Centers of Excellence to support 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 should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.
Job Summary The TAS Managing Director is responsible for ensuring the delivery of high‑quality advisory services, building client relationships, and growing the practice through new business development. The role requires a results‑oriented leader with strong technical expertise and a collaborative approach to cross‑selling across BDO service lines.
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 insight into deal‑specific matters, including quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis, debt and debt‑like analysis, warranties & indemnities, and S&P 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 due diligence, decision making, report writing, and project management
Ensure client expectations are met, maintain client relationships 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 communicate effectively to clients
Oversee proposal development and conduct presentations to acquire new clients
Partner with BDO office management to promote 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 review process
Travel – up to 50% as needed
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 the Director, Transaction Advisory Services to provide feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual review process
Education
Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferred
Qualifications, Knowledge, Skills and Abilities
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, including at least five (5) years in a dedicated TAS environment with complex national and multinational buy‑side and sell‑side transactions; carve‑out experience preferred
Prior experience interacting with 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 & Ability
Demonstrated practice leadership and development skills
Excellent project management and communication skills, with a sense of urgency and drive to service clients
Ability to lead engagements, support/supervise staff and respond to client needs
Solid knowledge of technical accounting areas such as US GAAP
Executive presence and strong business acumen
Strong verbal and written communication skills and business writing aptitude
Ability to initiate and maintain solid relationships with all levels of client personnel and use network and industry relationships to identify business development opportunities
Individual Salaries 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: $250,000 – $400,000 Maryland Range: $250,000 – $400,000 NYC/Long Island/Westchester Range: $250,000 – $400,000
About Us BDO is a global professional services firm that offers assurance, tax, and advisory services in over 160 countries. Our culture is centered on making meaningful connections, approaching interactions with curiosity, and being true to yourself. We thrive on delivering exceptional and sustainable outcomes for our people, clients, and communities. BDO is proud to be an ESOP company, offering employees a stake in the firm’s success through a qualified retirement plan and comprehensive Total Rewards benefits.
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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Job Summary The TAS Managing Director is responsible for ensuring the delivery of high‑quality advisory services, building client relationships, and growing the practice through new business development. The role requires a results‑oriented leader with strong technical expertise and a collaborative approach to cross‑selling across BDO service lines.
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 insight into deal‑specific matters, including quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis, debt and debt‑like analysis, warranties & indemnities, and S&P 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 due diligence, decision making, report writing, and project management
Ensure client expectations are met, maintain client relationships 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 communicate effectively to clients
Oversee proposal development and conduct presentations to acquire new clients
Partner with BDO office management to promote 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 review process
Travel – up to 50% as needed
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 the Director, Transaction Advisory Services to provide feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual review process
Education
Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferred
Qualifications, Knowledge, Skills and Abilities
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, including at least five (5) years in a dedicated TAS environment with complex national and multinational buy‑side and sell‑side transactions; carve‑out experience preferred
Prior experience interacting with 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 & Ability
Demonstrated practice leadership and development skills
Excellent project management and communication skills, with a sense of urgency and drive to service clients
Ability to lead engagements, support/supervise staff and respond to client needs
Solid knowledge of technical accounting areas such as US GAAP
Executive presence and strong business acumen
Strong verbal and written communication skills and business writing aptitude
Ability to initiate and maintain solid relationships with all levels of client personnel and use network and industry relationships to identify business development opportunities
Individual Salaries 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: $250,000 – $400,000 Maryland Range: $250,000 – $400,000 NYC/Long Island/Westchester Range: $250,000 – $400,000
About Us BDO is a global professional services firm that offers assurance, tax, and advisory services in over 160 countries. Our culture is centered on making meaningful connections, approaching interactions with curiosity, and being true to yourself. We thrive on delivering exceptional and sustainable outcomes for our people, clients, and communities. BDO is proud to be an ESOP company, offering employees a stake in the firm’s success through a qualified retirement plan and comprehensive Total Rewards benefits.
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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