Transaction Advisory Director, SaaS Focus - Financial Due Diligence (FDD)
About The Position
The Transaction Advisory Services (TAS) Director is an essential team member responsible for ensuring financial due diligence engagements are executed on time, meeting or exceeding client expectations, and supporting delivery of the national TAS strategy. The Director leads multiple client engagement teams across all aspects of execution and develops and maintains client relationships. The position also has practice-development responsibilities, including business development, risk management, resource planning, performance management, and cross-selling other BDO services. The Director leads buy-side and sell-side transaction advisory engagements, provides insight on complex deal matters, oversees quality and consistency of deliverables, and develops staff through coaching and mentorship. The role works with TAS practice leadership on practice initiatives and strategy and identifies opportunities to acquire new clients. 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.
- Executive presence and strong business acumen.
- Strong verbal and written communication skills, including business writing aptitude.
- Ability to initiate 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 as part of a team in a demanding, deadline-driven environment and professionally manage unexpected issues or questions.
- Ability to travel as needed.
Nice To Haves
- MBA.
- Carve-out experience.
- Experience working directly with C-level personnel.
- Experience at a Big 4 or other top-tier consulting firm.
- CPA.
Responsibilities
- Lead client engagement teams throughout project deliverables and ensure quality, effective, and efficient service delivery.
- Examine complex deal-related issues and advise on matters including quality-of-earnings adjustments, pro forma and normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties and indemnities, and sale and purchase agreement review.
- Lead multiple buy-side and sell-side transaction advisory engagements.
- Set standards for quality and consistency and bring sophistication to 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 presentations to clients evaluating M&A decisions.
- Meet client expectations, maintain client relationships, and identify and resolve client issues and concerns.
- Leverage BDO firm-wide 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 development of proposals and conduct presentations to acquire new clients.
- Partner with management members of BDO offices to identify and promote TAS services to existing and prospective clients.
- Provide verbal and written performance feedback to TAS team members in conjunction with the Principal/Managing Director, throughout the fiscal year and during annual performance reviews.
- Perform other duties as required.
Benefits
- ESOP participation, providing beneficial ownership and an opportunity to share in the firm’s success.
- Comprehensive compensation and Total Rewards benefits offerings; benefits may be subject to eligibility requirements.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
