Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

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Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

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BDO USA .

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 role leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. The 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 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 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

Salary

National Range : $250,000 - $400,000; Maryland Range : $250,000 - $400,000; NYC / Long Island / Westchester Range : $250,000 - $400,000.

About BDO USA

BDO is a global organization that delivers assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries. We offer flexibility, opportunities for advancement, and a culture centered on meaningful connections, curiosity and authenticity. Our purpose is to help people thrive every day.

Equal Opportunity Employer

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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