Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Director, Transaction Advisory Services - Healthcare Financial Due Diligence Overview

The Transaction Advisory Services (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 TAS Director will also assume practice development responsibilities, including business development, risk management, resource planning, performance management, and cross-selling other BDO 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 appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review
• Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates
• Sets standards for quality/consistency and brings sophistication to client engagements
• Coaches and mentors staff in key areas, including 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 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
• Works alongside 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 BDO offices to identify and promote the services of the TAS practice to existing and prospective clients
• Provides verbal and written performance feedback to TAS team members as part of the fiscal year and annual performance review process
• Other duties as required

• 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, including:
• Five (5) or more years in a dedicated TAS environment, including 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, with a sense of urgency and drive to service clients
• Demonstrated ability to lead engagements, 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, including business writing aptitude
• Ability to initiate and maintain solid relationships with all levels of client personnel and identify business development opportunities
• Ability to work in a demanding, deadline-driven environment independently or in a team
• Ability to travel as needed

Individual salaries offered are based on 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. Travel as required by the role.

Join us  offer flexibility and opportunities for advancement. Our culture centers on making meaningful connections, curiosity, and staying true to yourself while delivering meaningful outcomes for our people, clients, and communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first and shares in growth with our U.S. team. We provide assurance, tax and advisory services to a diverse range of clients across the U.S. and in over 160 countries.

Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin,…