Talent.com
Director, Transaction Advisory Services - Healthcare Financial Due Diligence
Director, Transaction Advisory Services - Healthcare Financial Due DiligenceBDO USA • New York, NY, US
Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Director, Transaction Advisory Services - Healthcare Financial Due Diligence

BDO USA • New York, NY, 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 • New York, NY, US

    [internal_linking.similar_jobs]
    Clinical Director

    Clinical Director

    Mackenzie Stuart • New York, NY, US
    [job_card.full_time]
    Mackenzie Stuart is excited to partner with a leading regional provider of multidisciplinary therapy services in their search for a passionate Clinical Director (Physical Therapy) to join their hig...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Director, Division of Infectious Diseases

    Director, Division of Infectious Diseases

    Hackensack Meridian Health • Neptune Township, US
    [job_card.full_time] +1
    Director, Division of Infectious Diseases.Jersey Shore University Medical Center.Hackensack Meridian Health – Neptune, New Jersey. Hackensack Meridian Health is seeking a Director, Division of...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Clinical Outsourcing

    Director, Clinical Outsourcing

    Eisai • Nutley, NJ, United States
    [job_card.full_time]
    At Eisai, satisfying unmet medical needs and increasing the benefits healthcare provides to patients, their families, and caregivers is Eisai's human health care (hhc) mission.We're a growing pharm...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Market Director of Wealth — Lead Advisors (Brooklyn)

    Market Director of Wealth — Lead Advisors (Brooklyn)

    JPMorganChase • New York, NY, United States
    [job_card.full_time]
    A leading financial services firm seeks a Market Director of Wealth to lead a team of Financial Advisors in Brooklyn, NY. This role involves promoting excellent customer service and developing a hig...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    TAS Director - Financial Due Diligence

    TAS Director - Financial Due Diligence

    Rsm Us Llp. • New York, NY, United States
    [job_card.full_time]
    TAS Director - Financial Due Diligence page is loaded## TAS Director - Financial Due Diligencelocations : New Yorktime type : Full timeposted on : Posted Todayjob requisition id : JR116483We ar...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Clinical Director

    Clinical Director

    Swift Staffing Group • Flatbush, New York, USA
    [job_card.full_time]
    The Clinical Director will lead clinical and administrative functions related to service authorizations ensuring accuracy medical necessity and compliance with payer requirements.This role requires...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Strategic Initiatives

    Director, Strategic Initiatives

    Talkiatry • New York, NY, US
    [job_card.full_time]
    Talkiatry is seeking a strategic, data-driven builder to lead some of our most important growth initiatives across the Mindshare Referrals program. Director of Strategic Initiatives.Talkiatry to par...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director - Transaction Advisory

    Director - Transaction Advisory

    Alvarez & Marsal • New York, NY, United States
    [job_card.full_time]
    Director - Transaction Advisory / Financial Due Diligence.Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 cou...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    TAS Financial Due Diligence Director

    TAS Financial Due Diligence Director

    Ksmcpa • New York, NY, United States
    [job_card.full_time]
    TAS Financial Due Diligence Director page is loaded## TAS Financial Due Diligence Directorlocations : Remote - USA : New York : Cincinnati : Indianapolistime type : Full timeposted on : Poste...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Due Diligence Director

    Financial Due Diligence Director

    Grant Thornton • New York, NY, 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, Client / Evidence Strategy (US-based)

    Director, Client / Evidence Strategy (US-based)

    Genesis Research LLC • Hoboken, NJ, United States
    [job_card.full_time]
    Genesis Research Group is an international healthcare consultancy providing value evidence strategy, generation, synthesis, and communication services to life sciences companies.Delivering these se...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Sell-Side Financial Diligence – Deals

    Director, Sell-Side Financial Diligence – Deals

    Ernst & Young Oman • New York, NY, United States
    [job_card.full_time]
    A leading professional services firm is seeking a Director for the Deals – Financial Diligence – Sell Side team in New York. The role involves managing complex client transactions and providing tail...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Strategy - Healthcare

    Director, Strategy - Healthcare

    IPG Mediabrands • New York, NY, United States
    [job_card.full_time]
    We believe in the power of media to reshape our industry and orchestrate a brand's entire consumer experience, by balancing both what unites people and what makes them different.When brands unite p...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, FP&A

    Director, FP&A

    Kontakt.io • New York, NY, US
    [job_card.full_time]
    We reduce waste, cut costs, and improve throughput by automating and orchestrating clinical workflows.Using AI, real-time location data (RTLS), and EHR integration, our platform empowers care teams...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Due Diligence Director

    Financial Due Diligence Director

    Grant Thornton LLP • New York, NY, 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_30] • [promoted]
    Director, Transaction Advisory Services

    Director, Transaction Advisory Services

    Jobot • New York, NY, United States
    [job_card.full_time]
    Hybrid Remote Associate Attorney - Civil Defense!.This Jobot Job is hosted by : Sharon Brown.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary : $150,000...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Management Director : Lead Advisors & Client Growth

    Wealth Management Director : Lead Advisors & Client Growth

    J.P. Morgan • New York, NY, United States
    [job_card.full_time]
    A leading financial services firm in New York is seeking a Market Director of Wealth to create a culture of excellence and deliver exceptional customer experiences. The role involves managing a team...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    EY-Parthenon - Strategy and Execution - Deal Management - Health - Director

    EY-Parthenon - Strategy and Execution - Deal Management - Health - Director

    EY-Parthenon • Hoboken, NJ, United States
    [job_card.full_time]
    EY-Parthenon - Strategy and Execution - Deal Management - Health - Director.Join EY-Parthenon as a Director in Deal Management - Health, where you will manage and execute projects focused on transa...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]