Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Overview

Director, Transaction Advisory Services - Healthcare Financial Due Diligence. The TAS Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded, and support the overall delivery of the national TAS strategy. The TAS Director will lead multiple client engagement teams, support all elements of execution, and develop and maintain client relationships.

The role also includes practice development responsibilities such as business development, risk management, resource planning, performance management, and cross-selling other services. A qualified candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.

• Leads client engagement teams throughout every aspect of project deliverable 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 and indemnities, and review of sale and purchase agreements.
• Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates.
• Sets standards for quality and 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.
• Works with engagement teams to compose and review due diligence reports for presentations to clients evaluating M&A decisions.
• Ensures client expectations are met, maintains client relationships, and identifies and resolves client issues/concerns.
• Leverages firm-wide capabilities beyond TAS during client engagements.
• Identifies risks and issues related to the transaction and communicates effectively to clients.
• Collaborates with TAS practice leadership to develop practice initiatives and strategy.
• Identifies and pursues business development opportunities through industry and networking relationships.
• Leads the development of proposal documents and conducts presentations in pursuit of acquiring new clients.
• Partners with management members of offices to promote TAS services to existing and prospective clients.
• Provides verbal and written performance feedback to TAS team members as part of the annual performance review process.
• Other duties as required.

• Bachelor’s degree in Accounting, Business Administration, or Finance (required).
• MBA (preferred).
• Eight or more years of financial statement related professional services experience, including five or more years in a dedicated TAS environment (required); experience with national and multinational buy-side and sell-side transactions (preferred).
• Carve-out experience (preferred).
• Experience interacting 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 with a sense of urgency.
• Solid knowledge of technical accounting areas such as US GAAP.
• Executive presence and strong business acumen; strong verbal and written communication skills.
• Proven ability to initiate and maintain relationships with client personnel and identify business development opportunities.
• Ability to work in a demanding, deadline-driven environment, independently or in a team, and manage issues professionally.
• Ability to travel as needed.

Individual salaries offered are determined after consideration of factors including qualifications, experience, skills, and geography. National Range: $180,000 - $280,000;
Maryland Range: $180,000 - $280,000; NYC/Long Island/Westchester Range: $180,000 - $280,000.

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 centers on meaningful…