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 assuming practice development responsibilities.

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
• Leads the full spectrum of transaction advisory work in multiple engagements, including buy-side and sell-side mandates
• Sets 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
• Composes and reviews 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
• Identifies and pursues business development opportunities through industry and networking relationships
• Develops proposal documents and conducts presentations in pursuit of acquiring new clients
• Promotes 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

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
• Capture-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 utilize 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
• Ability to travel as needed

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. 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, BDO offers a culture that puts people first, by sharing financially in our growth in value with our U.S. team through an Employee Stock Ownership Plan (ESOP). BDO is the first large accounting and advisory organization to implement an ESOP, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!

Benefits

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