BDO USA, LLP
Transaction Advisory Managing Director- Financial Due Diligence (Charlotte)
BDO USA, LLP, Charlotte, North Carolina, United States, 28269
Job Summary:
Do not wait to apply after reading this description a high application volume is expected for this opportunity. 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 will lead new business origination efforts and support multiple client engagement teams while maintaining key client relationships. A qualified 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 but not limited to 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 perspective clients
Provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Business Administration, Finance or equivalent required
MBA desirable
Experience:
At least 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
Carve-out experience desirable
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
Language:
N/A
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
Demonstrated 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
Proven 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
Ability to travel up to 50%
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
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Do not wait to apply after reading this description a high application volume is expected for this opportunity. 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 will lead new business origination efforts and support multiple client engagement teams while maintaining key client relationships. A qualified 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 but not limited to 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 perspective clients
Provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Business Administration, Finance or equivalent required
MBA desirable
Experience:
At least 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
Carve-out experience desirable
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
Language:
N/A
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
Demonstrated 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
Proven 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
Ability to travel up to 50%
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
#J-18808-Ljbffr