Transaction Advisory Director, SaaS Focus - Financial Due Diligence (FDD)

BDO USA • San Diego, CA

8d

About The Position

The Transaction Advisory Services (TAS) Director leads financial due diligence engagements and client teams, ensuring work is delivered on time, meets or exceeds client expectations, and supports the national TAS strategy. The role includes leading multiple engagements, overseeing execution and deliverables, and developing and maintaining client relationships.

The Director also contributes to practice development through business development, risk management, resource planning, performance management, and cross-selling BDO services. The position requires strong leadership and technical skills, a results-oriented approach, and a tenacious work ethic. Travel may be required as needed.

Requirements

• Bachelor’s degree in Accounting, Business Administration, or Finance.
• At least eight years of financial-statement-related professional services experience.
• At least five years in a dedicated TAS environment, including complex national and multinational buy-side and sell-side transactions.
• Strong Excel, Word, and PowerPoint skills.
• Excellent project management and communication skills, with a sense of urgency and drive to serve clients.
• Demonstrated ability to lead engagements, support and supervise staff, and respond to client needs.
• Solid knowledge of technical accounting areas such as US GAAP.
• Strong business acumen and executive presence.
• Strong verbal and written communication skills, including business writing aptitude.
• Ability to build and maintain relationships with client personnel at all levels and use network and industry relationships to identify business development opportunities.
• Ability to work independently or in a team in a demanding, deadline-driven environment, manage unexpected issues professionally, and travel as needed.

Nice To Haves

• MBA.
• Carve-out experience.
• Prior experience interacting and working directly with C-level personnel.
• Big 4 or other top-tier consulting firm experience.
• CPA.

Responsibilities

• Lead client engagement teams through all aspects of project deliverables and ensure efficient, high-quality service delivery.
• Analyze complex deal-related issues and provide insight on quality of earnings adjustments, pro forma and normalization calculations, working capital analysis and definitions, debt and debt-like items, warranties and indemnities, and sale and purchase agreements.
• Lead buy-side and sell-side transaction advisory work across multiple engagements.
• Set quality and consistency standards for client engagements.
• Coach and mentor staff in due diligence, critical decision-making, report writing, and project management.
• Work with engagement teams to prepare and review due diligence reports for clients evaluating M&A decisions.
• Meet client expectations, maintain client relationships, and identify and resolve client concerns.
• Leverage BDO capabilities beyond TAS during client engagements.
• Identify transaction risks and issues and communicate them effectively to clients.
• Work with TAS practice leadership to develop practice initiatives and strategy.
• Identify and pursue business development opportunities through industry and networking relationships.
• Lead proposal development and deliver presentations to pursue new clients.
• Partner with BDO office management to promote TAS services to existing and prospective clients.
• Provide verbal and written performance feedback to TAS team members with the Principal/Managing Director during the fiscal year and annual performance review process.
• Perform other duties as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Director