Director, Transaction Advisory Services - Healthcare Financial Due Diligence jobs in United States
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BDO · 2 months ago

Director, Transaction Advisory Services - Healthcare Financial Due Diligence

BDO is a leading professional services firm, and they are seeking a Director of Transaction Advisory Services specializing in Healthcare Financial Due Diligence. The role involves leading client engagement teams, ensuring the timely execution of financial due diligence engagements, and developing client relationships while supporting the national TAS strategy.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

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 provide 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 bring 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 otherwise 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 communicate to clients
Works alongside TAS practice leadership to further 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 Transaction Advisory Services practice to existing and perspective clients
In conjunction with the Principal/Managing Director, provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
Other duties as required

Qualification

Financial Due DiligenceClient Relationship ManagementProject ManagementCPATechnical AccountingBusiness DevelopmentExcelWordPowerPointLeadershipCommunication Skills

Required

Bachelor's degree in Accounting, Business Administration, or Finance, required
At least eight (8) years of prior financial statement related professional services experience, required, of which:
Five (5) or more years have been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required
Strong Excel, Word and PowerPoint skills, required
Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients
Demonstrated 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
Proven ability to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
Ability to travel as needed

Preferred

MBA, preferred
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

Company

BDO is the leading provider of professional services within the mid-tier of our profession.

H1B Sponsorship

BDO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)

Funding

Current Stage
Late Stage

Leadership Team

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Barbara Derus
Managing Partner South Central Region - Transfer Pricing
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Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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Company data provided by crunchbase