Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

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The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy. The TAS Managing Director leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. The TAS Managing Director must have excellent leadership and technical skills, be results oriented, and possess a tenacious work ethic.

• Oversee all functions of TAS Center of Excellence
• Lead new business origination efforts
• Coordinate cross‑selling opportunities across BDO service lines
• Oversee client engagement teams to ensure effective and efficient delivery of quality services
• Lead complex deal‐related issues and provide appropriate insight into deal‑specific matters, including quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis and definition, debt and debt‑like analysis, warranties & indemnities, and sale and purchase agreement review
• Oversee the full spectrum of transaction advisory work in multiple engagements including buy‑side and sell‑side mandates
• Enforce standards for quality/consistency and bring sophistication to client engagements
• Coach and mentor staff in key areas, including detailed due diligence, critical decision making, report writing, and project management
• Ensure client expectations are met, maintain client relationships, and identify and resolve client issues /concerns
• Leverage BDO’s firm‑wide capabilities beyond TAS during client engagements
• Assist in identifying risks and issues related to the transaction and effectively communicate to clients
• Oversee the development of proposal documents and conduct presentations in pursuit of acquiring new clients
• Partner with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and prospective clients
• Provide verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
• Travel up to 50%, as needed
• Other duties as required

• Schedule and supervise the tasks and project assignments of Senior Associates and Managers
• Review work product prepared by Senior Associates and Managers and provide review comments
• Partner with the Director of Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process

• 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, inclusive of complex national and multi‑national buy and sell‑side transactions; 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

• Demonstrated practice leadership and development skills
• Excellent project management and communication skills, with a sense of urgency and drive to help the company serve its clients
• Ability to lead engagements, support/supervise staff, and respond to client needs
• Solid knowledge of technical accounting areas such as US GAAP
• Exhibit an executive presence and strong business acumen
• Strong verbal and written communication skills, specifically business writing aptitude
• Ability to initiate and maintain solid relationships with all levels of client personnel, and utilize network and industry relationships to identify business development opportunities

National Range: $250,000 – $400,000
Maryland Range: $250,000 –…