Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Job Summary

The Transaction Advisory Services (TAS) Director is responsible for leading financial due diligence engagements, supporting client expectations, and developing the national TAS strategy. This role involves leading multiple client engagement teams, managing project delivery, and fostering client relationships.

Job Duties

• Leads client engagement teams throughout every aspect of project deliverables ensuring effective and efficient service delivery
• 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
• Assists in identifying risks and issues related to the transaction and effectively communicates these to clients
• Leverages BDO's firm-wide capabilities beyond TAS during client engagements
• Works with engagement teams to compose and review due diligence reports for client presentations
• Maintains client relationships and addresses client concerns
• Pursues business development opportunities through industry and networking relationships
• Develops proposal documents and conducts presentations to acquire new clients
• 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

BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. We 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), reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. 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. BDO is proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. 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. We empower team members to explore their full potential, celebrating ingenuity and innovation to transform our business and help our clients transform theirs. We focus on resilience and sustainability to positively impact our people, clients, and communities. Our total rewards program encompasses so much more than traditional “benefits.”

Benefits

Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets. Click here to find out more!