BDO USA
Managing Director, Transaction Advisory Services - Healthcare Financial Due Dili
BDO USA, Los Angeles, California, United States, 90079
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence
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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. 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 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 insight into deal‑specific matters, including quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis, debt analysis, warranties & indemnities, and sale and purchase agreement review
Oversee the full spectrum of transaction advisory work in multiple engagements (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 or 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 to pursue 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 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 performance feedback to Senior Associates and Managers throughout the fiscal year and during the annual performance review process
Education & Qualifications
Bachelor’s degree required (focus in Accounting, Business Administration, or Finance preferred)
MBA preferred
Experience
Ten (10) years of professional services experience related to financial statements, including at least five (5) years in a dedicated TAS environment for complex national and multinational buy‑side and sell‑side transactions (carve‑out experience preferred)
Prior experience interacting with C‑level personnel preferred
Experience at a Big‑4 or other top‑tier consulting firm 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, communication skills, and 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 executive presence and strong business acumen
Exceptional verbal and written communication and business writing aptitude
Ability to initiate and maintain relationships with all client levels and leverage network and industry relationships for 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 centers on making meaningful connections, curiosity, and authenticity while making a positive difference in the world. BDO is a proud ESOP company and a leader in global assurance, tax, and advisory services.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets 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
Benefits
Welcoming diverse perspectives and understanding the experiences of our professionals and clients
Empowering team members to explore their full potential
Supporting resilience and sustainability to positively impact people, clients, and communities
BDO Total Rewards that encompass more than traditional benefits (subject to eligibility)
#J-18808-Ljbffr
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. 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 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 insight into deal‑specific matters, including quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis, debt analysis, warranties & indemnities, and sale and purchase agreement review
Oversee the full spectrum of transaction advisory work in multiple engagements (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 or 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 to pursue 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 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 performance feedback to Senior Associates and Managers throughout the fiscal year and during the annual performance review process
Education & Qualifications
Bachelor’s degree required (focus in Accounting, Business Administration, or Finance preferred)
MBA preferred
Experience
Ten (10) years of professional services experience related to financial statements, including at least five (5) years in a dedicated TAS environment for complex national and multinational buy‑side and sell‑side transactions (carve‑out experience preferred)
Prior experience interacting with C‑level personnel preferred
Experience at a Big‑4 or other top‑tier consulting firm 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, communication skills, and 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 executive presence and strong business acumen
Exceptional verbal and written communication and business writing aptitude
Ability to initiate and maintain relationships with all client levels and leverage network and industry relationships for 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 centers on making meaningful connections, curiosity, and authenticity while making a positive difference in the world. BDO is a proud ESOP company and a leader in global assurance, tax, and advisory services.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets 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
Benefits
Welcoming diverse perspectives and understanding the experiences of our professionals and clients
Empowering team members to explore their full potential
Supporting resilience and sustainability to positively impact people, clients, and communities
BDO Total Rewards that encompass more than traditional benefits (subject to eligibility)
#J-18808-Ljbffr