BDO · 2 months ago
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence
330 North Wabash, Chicago, IL, 60611, US
Full-time
Onsite
Director/Executive
10+ years expBDO is a leading professional services firm, and they are seeking a Managing Director for their Transaction Advisory Services. The role involves overseeing TAS Centers of Excellence, leading business origination efforts, and maintaining key client relationships while managing multiple client engagement teams.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
Oversees all functions of TAS Center of Excellence
Leads new business origination efforts
Coordinates cross selling opportunities across BDO service lines
Oversees client engagement teams to ensure effective and efficient delivery of quality services
Leads 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
Oversees the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates
Enforces 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
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
Oversees 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
Provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
Travels - up to 50%, as needed
Other duties as required
Schedules and supervises the tasks and project assignments of Senior Associates and Managers
Reviews work product prepared by Senior Associates and Managers and provides review comments
Partners with Director, 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
Qualification
Required
Bachelor's degree, required; focus in Accounting, Business Administration, or Finance, 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, to include complex national and multi-national buy and sell side transactions, required
Strong Excel, Word and Powerpoint skills, required
Demonstrated practice leadership and development skills
Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service 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, as well as utilizing network and industry relationships to identify business development opportunities
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
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
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 StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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