Transaction coordinator serp_jobs.h1.location_city

Transaction Advisory Services Director

Job Summary : The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure that 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 deliverables 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

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Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidates qualifications, experience, skills, and geography.

National Range : $180,000 - $280,000 Maryland Range : $180,000 - $280,000 NYC / Long Island / Westchester Range : $180,000 - $280,000