Talent.com
Director, Transaction Advisory Services - Healthcare Financial Due Diligence
Director, Transaction Advisory Services - Healthcare Financial Due DiligenceBDO USA • Miami, FL, US
Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Director, Transaction Advisory Services - Healthcare Financial Due Diligence

BDO USA • Miami, FL, US
27 days ago
Job type
  • Full-time
Job description

Transaction Advisory Services Director

Job Summary : The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure that 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 deliverables and ensures effective and efficient delivery of quality services
  • Examines 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 & 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 bring 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 communicate 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 perspective 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

Qualifications, Knowledge, Skills and Abilities :

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
  • Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidates qualifications, experience, skills, and geography.

    National Range : $180,000 - $280,000 Maryland Range : $180,000 - $280,000 NYC / Long Island / Westchester Range : $180,000 - $280,000

    Create a job alert for this search

    Director Transaction • Miami, FL, US

    Related jobs
    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

    BDO USA • Miami, FL, US
    Full-time
    Transaction Advisory Services Managing Director.Job Summary : The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to su...Show more
    Last updated: 24 days ago • Promoted
    Medical Director

    Medical Director

    AIDS Healthcare Foundation • Miami, US
    Full-time
    AIDS Healthcare Foundation is public health, mission-based organization with a network of services that include healthcare centers, pharmacies and wellness clinics. We are now looking for a family p...Show more
    Last updated: 30+ days ago • Promoted
    Director - Audit Technology Consulting (Global Banks)

    Director - Audit Technology Consulting (Global Banks)

    RSM US LLP • Coral Gables, FL, United States
    Full-time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show more
    Last updated: 17 days ago • Promoted
    Operating Director (Doral)

    Operating Director (Doral)

    Cornerstone Caregiving • Doral, FL, US
    Full-time +1
    We are looking for someone who : .Wants to leave behind the typical structured, 8-5 desk job.Is willing to bet on themselves and be financially rewarded for it. Enjoys problem solving within a fast-pa...Show more
    Last updated: 2 days ago • Promoted
    Senior Wealth Advisor SAFE Act - Miami

    Senior Wealth Advisor SAFE Act - Miami

    Citigroup Inc • Miami, FL, United States
    Full-time
    The Senior Wealth Advisor SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and wo...Show more
    Last updated: 17 days ago • Promoted
    Director OPO Donor Family Services

    Director OPO Donor Family Services

    University of Miami • Miami, FL, US
    Full-time
    Director, Donor Family Services.The Life Alliance Organ Recovery Agency (LAORA) is currently seeking a full time Director, Donor Family Services to work in Miami. The Director, Donor Family Services...Show more
    Last updated: 30+ days ago • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Miami, FL

    J.P. Morgan Wealth Management - Private Client Advisor - Miami, FL

    JPMorgan Chase • Miami, FL, US
    Full-time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show more
    Last updated: 30+ days ago • Promoted
    Director - Healthcare Construction

    Director - Healthcare Construction

    Professional Search Advisors • Miami, FL, United States
    Full-time
    Our firm is seeking an experienced and strategic Director of Healthcare Construction to lead the planning, coordination, and execution of complex healthcare facility projects throughout South Flori...Show more
    Last updated: 22 days ago • Promoted
    Financial Solutions Advisor Registration Candidate - So Miami Dade Market

    Financial Solutions Advisor Registration Candidate - So Miami Dade Market

    Bank of America • Pinecrest, FL, United States
    Full-time
    Financial Solutions Advisor Registration Candidate - So Miami Dade Market.To proceed with your application, you must be at least 18 years of age. To proceed with your application, you must be at lea...Show more
    Last updated: 19 hours ago • Promoted • New!
    Senior Wealth Advisor, Miami

    Senior Wealth Advisor, Miami

    Savvy Wealth • Miami, FL, United States
    Full-time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.This range is provided by Savvy Wealth. Your actual pay will be based on your skills and experience — t...Show more
    Last updated: 8 days ago • Promoted
    Specialty Medical Director

    Specialty Medical Director

    Accreditation Council for Graduate Medical Education • Miami, FL, United States
    Full-time
    Thrive Pet Healthcare Specialists of Miami is looking to hire a Medical Director to join the team!.Join our community of veterinary care providers for the support, tools, and resources to elevate y...Show more
    Last updated: 8 days ago • Promoted
    Center Clinical Medical Director - Miami, FL

    Center Clinical Medical Director - Miami, FL

    Optigy Group LLC • Miami, FL, US
    Full-time
    Center Clinical Medical Director Aventura, FLÂ .COMPENSATION : $280-$300k base + Bonus and Partnership.We are a physician-led and mission-driven, primary care organization, is currently o...Show more
    Last updated: 30+ days ago • Promoted
    Business Continuity Director

    Business Continuity Director

    Jackson Health System • Miami, FL, United States
    Full-time
    Join our mission ‘to improve the delivery of patient care and the lives of everyone we touch’, be part of shaping and transforming the future of healthcare resilience at Jackson Health System!.Are ...Show more
    Last updated: 30+ days ago • Promoted
    Director - Healthcare Construction (Miami Springs)

    Director - Healthcare Construction (Miami Springs)

    Professional Search Advisors • Miami Springs, Florida, US
    Part-time
    Our firm is seeking an experienced and strategic Director of Healthcare Construction to lead the planning, coordination, and execution of complex healthcare facility projects throughout South Flori...Show more
    Last updated: 1 day ago • Promoted
    Innovation Danaher Business System Leader Director

    Innovation Danaher Business System Leader Director

    Danaher • Miami, FL, US
    Full-time
    Innovation Danaher Business System Leader Director (IDBSL Director).Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology?.At Bec...Show more
    Last updated: 30+ days ago • Promoted
    Medical Director, Behavioral Health (WA)

    Medical Director, Behavioral Health (WA)

    Molina Healthcare • Miami, FL, United States
    Full-time
    JOB DESCRIPTION Provides medical oversight and expertise related to behavioral health and chemical dependency services, and assists with implementation of integrated behavioral health care programs...Show more
    Last updated: 10 days ago • Promoted
    Medical Director

    Medical Director

    Health eCareers • Miami, FL, United States
    Full-time
    AIDS Healthcare Foundation is a public health mission-based organization with a network of services that include healthcare centers, pharmacies and wellness clinics. We are looking for a family prac...Show more
    Last updated: 9 days ago • Promoted
    Medical Director

    Medical Director

    Independent Living Systems, LLC • Miami, FL, United States
    Full-time
    Independent Living Systems, LLC.Be among the first 25 applicants.Independent Living Systems, LLC.Get AI-powered advice on this job and more exclusive features. We are seeking a Medical Director to j...Show more
    Last updated: 30+ days ago • Promoted