Talent.com
Director, Transaction Advisory Services - Healthcare Financial Due Diligence
Director, Transaction Advisory Services - Healthcare Financial Due DiligenceBDO USA • Philadelphia, PA, US
[error_messages.no_longer_accepting]
Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Director, Transaction Advisory Services - Healthcare Financial Due Diligence

BDO USA • Philadelphia, PA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

Qualifications, Knowledge, Skills and Abilities :

Education :

  • Bachelor's degree in Accounting, Business Administration, or Finance, required
  • MBA, preferred
  • Experience :

  • 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
  • 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
  • License / Certifications :

  • CPA, preferred
  • Software :

  • Strong Excel, Word and PowerPoint skills, required
  • Other Knowledge, Skills & Abilities :

  • 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
  • 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

    [job_alerts.create_a_job]

    Director Transaction • Philadelphia, PA, US

    [internal_linking.related_jobs]
    Manager - Transaction Advisory Services- Healthcare

    Manager - Transaction Advisory Services- Healthcare

    EisnerAmper • Philadelphia, Pennsylvania, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Claim Director

    Claim Director

    Chubb • Philadelphia, Pennsylvania, United States
    [job_card.full_time]
    The Brandywine Claim Director is responsible for all aspects of claim handling on a book of complex asbestos, long term exposure and environmental claims from first notice through resolution with g...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Due Diligence Director

    Financial Due Diligence Director

    Philadelphia Staffing • Philadelphia, PA, US
    [job_card.full_time]
    Financial Due Diligence Director.As a Financial Due Diligence Director, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full ran...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Healthcare Financial / Actuarial Associate Director

    Healthcare Financial / Actuarial Associate Director

    Willis Towers Watson Plc • Philadelphia, PA, US
    [job_card.full_time]
    Healthcare Financial / Actuarial Associate Director.As a Healthcare Financial / Actuarial Associate Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Exper...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Due Diligence Manager

    Financial Due Diligence Manager

    Grant Thornton LLP • Philadelphia, PA, US
    [job_card.full_time]
    Financial Due Diligence Manager.As a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director Payer Relations & Contract

    Director Payer Relations & Contract

    Temple Health • Philadelphia, PA, US
    [job_card.full_time]
    Reporting to the AVP, Government & Payer Strategy, the Director will oversee the payer contracting and support the payer strategy functions for the Health System. The Director will continuously asse...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Due Diligence Director

    Financial Due Diligence Director

    Grant Thornton • Philadelphia, PA, United States
    [job_card.full_time]
    As a Financial Due Diligence Director, you’ll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to valida...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Engagement Strategy

    Director, Engagement Strategy

    Digitas Health • Philadelphia, PA, US
    [job_card.full_time]
    Digitas Health is the Agency of Now : the first global connected-health agency, purpose-built for marketing today.Digitas Health specializes in helping health brands navigate a complex and shifting ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    RN Clinical Director

    RN Clinical Director

    USPI • Sewell, NJ, US
    [job_card.full_time]
    James Street Surgery Center is seeking a motivated Clinical Director to join our team.James Street Surgery Center is a fast-paced ASC environment committed to producing the highest quality work and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    US Reinsurance Broking - Associate Director

    US Reinsurance Broking - Associate Director

    Aon • Philadelphia, PA, United States
    [job_card.full_time] +1
    US Reinsurance Broking - Associate Director!.Aon is a leading global professional services firm providing a broad range of Health, Wealth, and Career solutions. With 50,000 colleagues in 120 countri...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director Of Business Development / Behavioral Health & IDD

    Director Of Business Development / Behavioral Health & IDD

    BrightSpring Health Services • Philadelphia, PA, US
    [job_card.full_time]
    Accelerate your career! We apply innovative solutions that improve patient outcomes through some of the industry's best and brightest business professionals, innovators and clinicians.Right now, we...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director GHEOR

    Director GHEOR

    EPM Scientific • Philadelphia, PA, US
    [job_card.full_time]
    Director of Global Health Economics and Outcomes Research.Location : Philadelphia, PA OR Boston, MA (Hybrid- 3 days onsight / week). EPM Scientific is partnered with a rapidly growing, Commercial-Stag...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Radioligand Therapies (RLT) Associate Director, Priority Accounts Pennsylvania

    Radioligand Therapies (RLT) Associate Director, Priority Accounts Pennsylvania

    Novartis • Philadelphia, Pennsylvania, USA
    [job_card.full_time]
    This is a field-based and remote opportunity supporting key accounts in an assigned geography.Novartis is unable to offer relocation support for this role. Please only apply if this location is acce...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Director, Advisory Services - Market Access

    Senior Director, Advisory Services - Market Access

    IntegriChain • Philadelphia, PA, US
    [job_card.full_time]
    Senior Director, Advisory Services - Market Access.IntegriChain is the data and application backbone for market access departments of Life Sciences manufacturers. We deliver the data, the applicatio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director - Patient Strategy, Anti-Infectives

    Director - Patient Strategy, Anti-Infectives

    GSK • Philadelphia, PA, US
    [job_card.full_time]
    Director Patient Strategy, Anti-Infectives.Are you looking for a challenging commercial role that allows you to influence a broad range of global leaders and helping to shape regional marketing sol...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Medical Wealth Advisor II

    Medical Wealth Advisor II

    Truist • Philadelphia, PA, US
    [job_card.full_time]
    Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or med...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Director - Healthcare

    Sales Director - Healthcare

    Wilmington Savings Fund Society • Philadelphia, Pennsylvania, United States
    [job_card.full_time]
    Job Description Sales Director-Healthcare NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is " business lending done right ", ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Index Derivatives Sales Director

    Index Derivatives Sales Director

    Nasdaq • Philadelphia, PA, US
    [job_card.full_time]
    Nasdaq's North American Markets Services Sales group is responsible for its Equities, Options, and Index Options products. The Nasdaq Index Options product suite currently comprises the Nasdaq-100 I...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]