Transaction Advisory Managing Director, Financial Due Diligence

Chicago, IL, United States and 2 more

Job Description

Job Summary :

The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy. The TAS Managing Director leads new business origination efforts and support multiple client engagement teams while maintaining key client relationships. The TAS Managing Director should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.

Job Duties :

• Oversees all functions of TAS Center of Excellence
• Leads new business origination efforts
• Coordinates cross selling opportunities across BDO service lines
• Oversees client engagement teams to ensure effective and efficient delivery of quality services
• Leads complex deal related issues and provides 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
• Oversees the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates
• Enforces standards for quality / consistency and brings sophistication to client engagements
• Coaches and mentors staff in key areas, including detailed due diligence, critical decision making, report writing, and project management
• Ensures client expectations are met, maintains client relationships and identifies and resolves client issues / concerns
• Assists in identifying risks and issues related to the transaction and effectively communicates to clients
• Oversees 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
• Provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
• Travels - up to 50%, as needed
• Other duties as required

Supervisory Responsibilities :

Qualifications, Knowledge, Skills and Abilities :

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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 candidate’s qualifications, experience, skills, and geography.

National Range : $250,000 - $400,000 Maryland Range : $250,000 - $400,000

NYC / Long Island / Westchester Range : $250,000 - $400,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on :

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