Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Job Summary

The Transaction Advisory Services (TAS) Director is responsible for leading financial due diligence engagements, ensuring client expectations are met, and supporting the national TAS strategy. This role involves leading client engagement teams, developing and maintaining client relationships, and practicing development activities.

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 provides insight into deal-specific matters, including quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis, debt and debt-like analysis, warranties & indemnities, and sale and purchase agreement review
• Led the full spectrum of transaction advisory work in multiple engagements, including buy-side and sell-side mandates
• Leads the development of proposal documents and conducts presentations in pursuit of acquiring new clients
• Works alongside TAS practice leadership to further develop practice initiatives and strategy
• Identifies and pursues business development opportunities through industry and networking relationships
• Assists in identifying risks and issues related to the transaction and effectively communicates to clients
• Works with engagement teams to compose and review due diligence reports for presentations to clients evaluating M&A decisions
• Maintains client relationships and identifies and resolves client issues/concerns
• Leverages BDO's firm-wide capabilities beyond TAS during client engagements
• Provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process

Qualifications, Knowledge, Skills and Abilities

• Bachelor’s degree in Accounting, Business Administration, or Finance, required
• MBA, preferred
• 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
• CPA, preferred
• Strong Excel, Word, and PowerPoint skills, required
• Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients
• Solid knowledge of technical accounting areas such as US GAAP
• Exhibit an executive presence and strong business acumen
• 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

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 clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! 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"