Director, Transaction Advisory Services - Healthcare Financial Due Diligence
BDO USA, Washington, District of Columbia, United States
JOB DESCRIPTION
The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded, and support the overall delivery of the national TAS strategy. The TAS Director will lead multiple client engagement teams, supporting all elements of execution as well as developing and maintaining client relationships. The TAS Director will also assume practice development responsibilities, including business development, risk management, resource planning, performance management, and cross‑selling other BDO services. A qualified candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.
JOB DUTIES
Leads client engagement teams throughout every aspect of project deliverable and ensures effective and efficient delivery of quality services
Examines 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
Leads the full spectrum of transaction advisory work in multiple engagements including buy‑side and sell‑side mandates
Sets 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
Works with engagement teams to compose and otherwise review due diligence reports for presentations to clients evaluating M&A decisions
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
Works alongside TAS practice leadership to further develop practice initiatives and strategy
Identifies and pursues business development opportunities through industry and networking relationships
Leads 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 prospective clients
In conjunction with the Principal/Managing Director, 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
EDUCATION
Bachelor’s degree in Accounting, Business Administration, or Finance (required)
MBA (preferred)
EXPERIENCE
At least eight (8) years of prior financial statement related professional services experience (required), of which five (5) or more years have been spent in a dedicated TAS environment, to include complex national and multi‑national buy and sell side transactions (required)
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
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
Capable of working in a demanding, deadline‑driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
Ability to travel as needed
SALARY National Range: $180,000 - $280,000 Maryland Range: $180,000 - $280,000 NYC/Long Island/Westchester Range: $180,000 - $280,000
ABOUT US 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, our clients, and our 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. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
BENEFITS
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional 'benefits'.
Benefits may be subject to eligibility requirements.
EEO STATEMENT 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.
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JOB DUTIES
Leads client engagement teams throughout every aspect of project deliverable and ensures effective and efficient delivery of quality services
Examines 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
Leads the full spectrum of transaction advisory work in multiple engagements including buy‑side and sell‑side mandates
Sets 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
Works with engagement teams to compose and otherwise review due diligence reports for presentations to clients evaluating M&A decisions
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
Works alongside TAS practice leadership to further develop practice initiatives and strategy
Identifies and pursues business development opportunities through industry and networking relationships
Leads 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 prospective clients
In conjunction with the Principal/Managing Director, 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
EDUCATION
Bachelor’s degree in Accounting, Business Administration, or Finance (required)
MBA (preferred)
EXPERIENCE
At least eight (8) years of prior financial statement related professional services experience (required), of which five (5) or more years have been spent in a dedicated TAS environment, to include complex national and multi‑national buy and sell side transactions (required)
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
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
Capable of working in a demanding, deadline‑driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
Ability to travel as needed
SALARY National Range: $180,000 - $280,000 Maryland Range: $180,000 - $280,000 NYC/Long Island/Westchester Range: $180,000 - $280,000
ABOUT US 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, our clients, and our 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. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
BENEFITS
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional 'benefits'.
Benefits may be subject to eligibility requirements.
EEO STATEMENT 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.
#J-18808-Ljbffr