Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of the TAS Centers of Excellence to support 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 should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.

The TAS Managing Director is responsible for ensuring the delivery of high‑quality advisory services, building client relationships, and growing the practice through new business development. The role requires a results‑oriented leader with strong technical expertise and a collaborative approach to cross‑selling across BDO service lines.

• Oversee all functions of the 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 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 S&P 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 due diligence, decision making, report writing, and project management
• Ensure client expectations are met, maintain client relationships 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 communicate effectively to clients
• Oversee proposal development and conduct presentations to acquire new clients
• Partner with BDO office management to promote 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 review process
• Travel – up to 50% as needed
• Other duties as required

• Schedule and supervise 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, Transaction Advisory Services to provide feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual review process

• Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferred

• 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, including at least five (5) years in a dedicated TAS environment with complex national and multinational buy‑side and sell‑side transactions; carve‑out experience preferred
• Prior experience interacting with 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 service clients
• Ability to lead engagements, support/supervise staff and respond to client needs
• Solid knowledge of technical accounting areas such as US GAAP
• Executive presence and strong business acumen
• Strong verbal and written communication skills and business writing aptitude
• Ability to initiate and maintain solid relationships with all levels of client personnel and use network and industry relationships to…