Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Chicago, IL, United States and 12 more

Job Description

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 leads new business origination efforts and support 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

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

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 prospective clients

Provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process

Travels - up to 50%, as needed

Other duties as required

Supervisory Responsibilities

Schedules and supervises the tasks and project assignments of Senior Associates and Managers

Reviews work product prepared by Senior Associates and Managers and provides review comments

Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process

Education

Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferred

MBA, preferred

Experience

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, 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

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

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

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

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

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 ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits

• offerings. 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.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on :

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

Locations 330 North Wabash, Chicago, IL, 60611, US 501 Commerce Street, Nashville, TN, 37203, US 31 615 South College St., Charlotte, NC, 28202, US 1801 Market Street, Philadelphia, PA, 19103, US 100 SE 2nd St., Miami, FL, 33131, US 23 600 North Pearl, Dallas, TX, 75201, US 1180 Peachtree St NE, Atlanta, GA, 30309, US 20 303 E. 17th Avenue, Denver, CO, 80203, US One Bush Street, San Francisco, CA, 94104, US 15 One International Place, Boston, MA, 02110, US 2929 Allen Parkway, Houston, TX, 77019, US 200 Park Avenue, New York, NY, 10166, US 4 515 S Flower St, Los Angeles, CA, 90071, US

#J-18808-Ljbffr