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, ensuring quality services, and fostering client relationships.
Job Duties
- Leads client engagement teams throughout project delivery, ensuring quality and efficiency
- Examines complex deal-related issues and provides insight into deal-specific matters
- Manages the full spectrum of transaction advisory work, including buy-side and sell-side mandates
- Develops and maintains high standards for quality and consistency in client engagements
- Coaches and mentors staff in key areas of due diligence, report writing, and project management
- Composes and reviews due diligence reports for client presentations
- Maintains client relationships and addresses client concerns
- Leverages BDO's firm-wide capabilities during client engagements
- Identifies and communicates risks related to transactions to clients
- Supports practice development initiatives and business development opportunities
- Presents proposals and promotes the Transaction Advisory Services practice to clients
- Provides performance feedback to TAS team members and participates in annual performance reviews
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, including five (5) or more years in a dedicated TAS environment
- Experience with complex national and multi-national buy and sell side transactions
- Experience interacting and working directly with C-level personnel
- Big 4 or other top-tier consulting firm experience preferred
- CPA preferred
- Strong Excel, Word, and PowerPoint skills
- Excellent project management and communication skills
- Executive presence and strong business acumen
- Proven ability to initiate and maintain solid relationships with all levels of client personnel
- Ability to work in a demanding, deadline-driven environment
Pay
National Range: $180,000 - $280,000
Maryland Range: $180,000 - $280,000
NYC/Long Island/Westchester Range: $180,000 - $280,000
About Us
Join us at BDO, where you will 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. Our total rewards program includes more than traditional “benefits.”
Benefits
Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets. Click here to find out more!
Equal Opportunity Employer
including disability/vets. Click here to find out more!