Transaction Advisory Managing Director - Financial Due Diligence (FDD)

Job Summary

The Transaction Advisory Services (TAS) Managing Director oversees all aspects of TAS Centers of Excellence to support the national TAS strategy. This role leads new business origination efforts, coordinates cross-selling opportunities, and manages client engagement teams.

Job Duties

• Oversees all functions of TAS Center of Excellence
• Leads new business origination efforts
• Cross-sells opportunities across BDO service lines
• Coordinates client engagement teams for effective and efficient delivery of quality services
• Manages complex deal-related issues and provides insight into deal-specific matters
• Enforces standards for quality/consistency and brings sophistication to client engagements
• Coaches and mentors staff in key areas such as detailed due diligence, critical decision-making, report writing, and project management
• Maintains client expectations, relationships, and resolves client issues/concerns
• Leverages BDO's firm-wide capabilities beyond TAS during client engagements
• Assists in identifying risks and issues related to the transaction and effectively communicates to clients
• Oversees the development of proposal documents and conducts presentations to acquire 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
• Schedules and supervises tasks and project assignments of Senior Associates and Managers
• Reviews work product prepared by Senior Associates and Managers and provides review comments
• Presents to management members of BDO offices to identify and promote services
• Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients
• Travels - up to 50%, as needed

Qualifications, Knowledge, Skills and Abilities

• Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferred
• MBA, preferred
• Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has 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
• Practice leadership and development skills
• 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
• Executive presence and strong business acumen
• Strong verbal and written communication skills, specifically business writing aptitude
• Initiates and maintains solid relationships with all levels of client personnel, as well as utilizes network and industry relationships to identify business development opportunities

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 ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. We are committed to empowering team members to explore their full potential, celebrating ingenuity and innovation to transform our business and help our clients transform theirs, focusing on resilience and sustainability to positively impact our people, clients, and communities. BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!