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
• Examines and provides insight into complex deal-related issues
• Led full spectrum of transaction advisory work, including buy-side and sell-side mandates
• Develops and maintains client relationships
• Works with engagement teams to prepare due diligence reports for client presentations
• Maintains client expectations and resolves issues/concerns
• Leverages BDO's firm-wide capabilities during client engagements
• Identifies and communicates risks related to transactions
• Promotes Transaction Advisory Services practice to existing and prospective clients
• Provides verbal and written performance feedback to TAS team members

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 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

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. BDO Total Rewards encompass so much more than traditional “benefits.”