Director, Transaction Advisory Services - Healthcare Financial Due Diligence

BDO USA•Chicago, IL

15d•$180,000 - $280,000

About The Position

Job Summary: 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, supporting all elements of execution as well as developing and maintaining 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. Job Duties: 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

Requirements

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

Nice To Haves

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

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