Transaction Advisory Managing Director- Financial Due Diligence (Charlotte)

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 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.

License / Certifications : CPA, preferred.

Software : Strong Excel, Word and Powerpoint skills required.

Language : N / A.

Other Knowledge, Skills & Abilities :

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