Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence
$250k - $400kBDO USA
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence Join to apply for the Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence role at BDO USA . 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 role leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. The candidate 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 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 Leverages BDO’s firm‑wide capabilities beyond TAS during client engagements 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 prospective 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 Schedules and supervises the tasks and project assignments of Senior Associates and Managers Reviews work product prepared by Senior Associates and Managers and provides review comments Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process Education Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferred MBA, preferred Experience Ten (10) years of prior financial statement‑related professional services experience, of which at least five (5) years has 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 Demonstrated practice leadership and development skills Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients 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 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 Salary National Range: $250,000 - $400,000; Maryland Range: $250,000 - $400,000; NYC/Long Island/Westchester Range: $250,000 - $400,000. About BDO USA BDO is a global organization that delivers assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries. We offer flexibility, opportunities for advancement, and a culture centered on meaningful connections, curiosity and authenticity. Our purpose is to help people thrive every day. Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability. #J-18808-Ljbffr BDO USA
$133k - $173k
...President in our Transaction Advisory Services practice is... ...ownership layer of the Director. That means you... ...and sell-side diligence, can run a QoE... ...execution of financial due diligence... ...a Director or Managing Director Run quality... ...the country. Our Healthcare Transaction...FinancialFull timeWork at officeLocal areaRemote workShift work$180k - $280k
Job Summary:The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations... ...business development, risk management, resource planning, performance...Financial$130k
Senior Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting... ...restaurants, business and industrial services, healthcare, software & technology, energy... ...calls with target company management, client personnel, and serve as...FinancialPart timeFlexible hours$200k
...love working at A&M. Director - Transaction Advisory / Financial Due Diligence We are seeking a Director... ...include engaging with management, advising on... ...integrated due‑diligence services that combine operational... ...fringe benefits, including healthcare plans, flexible...FinancialOdd jobPart timeFlexible hours- ...Senior Vice President to lead buy-side and sell-side financial due diligence within our Transaction Advisory practice. You will guide high-stakes engagements,... ...advanced Excel/PowerPoint skills, and the ability to manage multiple projects with a collaborative team. #J-18...FinancialFull time
- Miller Cooper & Co., Ltd. is seeking a Transaction Advisory Services Senior or Supervisor to join our... ...The role focuses on planning and managing middle-market transaction advisory... ..., with a strong emphasis on financial due diligence, EBITDA adjustments, and client service...Financial
$250k - $350k
...Angeles / Nashville / New York / PhiladelphiaAmerica - Transaction Advisory Services /Financial Due Diligence /HybridAt Portage Point Partners (Portage Point),... ...CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround &...FinancialInterim roleWork at officeRelocation$160k - $210k
Business Unit:Financial And Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey, Inc... ..., boards of directors, special committees,... ...A financial and tax due diligence professionals on an... ...earnings, achievability of management’s budget, operational...FinancialFull timeWork at officeWorldwide- ...Vice President, Transaction Advisory Services About the Company Established over 50 years... ...expertise. Industry Financial Services Type Privately Held... ...be responsible for leading and managing financial due diligence projects, with a focus on M&A activities...Financial
- Alvarez & Marsal is seeking an Associate for Transaction Advisory/Financial Due Diligence in the United States, including Chicago. You will assist with financial due diligence, analyze financial statements, and help craft client-ready deal conclusions with a focus on value...Financial
$80k - $130k
...*/ Department Advisory/*generated inline... ...*/ Function Transaction and Valuation... ...professional services firms, CohnReznick... ...performance, manage risk, and... ...team conducts due diligence and supports clients... ...and sell-side financial due diligence... ...within the healthcare industry with...FinancialWork at officeLocal areaRemote workFlexible hours- ...President to lead buy-side and sell-side financial due diligence engagements for private equity and... .... You’ll supervise analysts, manage multiple engagements, and partner with... ...and actionable intelligence throughout the transaction lifecycle. #J-18808-Ljbffr StoutFinancial
$130k - $152.5k
...provides economic, financial, and business management expertise to major... ...(Assessments / Due Diligence / Advisory) to support client... ...the NIST CSF and transaction-specific objectives... ...proactive cybersecurity service offerings.The... ...discussions with CIOs, IT Directors, and legal...FinancialWork at officeWork from home3 days per week$100k
...Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal... ...leadership and advisory services to a variety of diverse... ...comprehensive discussions with management and their advisors.... ...industrial services as well as healthcare, software & technology,...FinancialPart timeWork at officeFlexible hours$179k - $262k
Baker Tilly US in Chicago is seeking a seasoned financial advisor with over 8 years of experience in audit and advisory services. The successful candidate will engage in complex financial analysis and client due diligence, ensuring exceptional service while leading initiatives...Financial$79.8k - $168k
Job Summary:The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure... ...include deal structuring, due diligence, post-deal integration, tax attribute... ...tax computations reflected in their financial models, and assists clients in the...Financial$100k
Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting... ...leadership and advisory services to a variety of diverse... ...discussions with target management and drive observations... ...benefits consisting of healthcare plans, flexible spending...FinancialPart timeWork at officeFlexible hours- The KPMG Advisory practice is at the forefront of... ...Senior Associate in Financial Due Diligence for our Deal Advisory... ...-side and sell-side transaction advisory engagements... ...accounting advisory services including IPO... ...assumptions, achievability of managements budget, indebtedness...FinancialH1bLocal area
- The KPMG Advisory practice is at the forefront... ...currently seeking a Manager in Financial Due Diligence for our Deal Advisory... ...side and sell-side transaction advisory... ...investors with a focus on healthcare dealsManage and coordinate... ..., and years of service, KPMG provides...FinancialWork experience placementH1bLocal area
$115k - $150k
...professional goals. Join us.Our management consulting team focuses... ...business needs. From transaction services to operations and... ...Plante Moran’s Transaction Advisory Services (TAS) team delivers... ...delivers strategic guidance and financial due diligence across the investment...FinancialFull timeFlexible hours$126k - $182k
We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to...FinancialLocal areaShift work$79.8k - $168k
Job Summary The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure... ...include deal structuring, due diligence, post-deal integration, tax attribute... ...tax computations reflected in their financial models, and assists clients in the...Financial$155k - $172k
Job Description The Tax Experienced Manager, Transaction Advisory Services is an essential team member that... ...services include deal structuring, due diligence, post‑deal integration, tax... ...while advising both strategic and financial buyers and sellers on alternative...FinancialWork at office- Tax Manager, Transaction Advisory Services Chicago, IL, United States and 3 more Job Description Job Summary... ...include deal structuring, due diligence, post-deal integration, tax attribute... ...tax computations reflected in their financial models, and assists clients in the...Financial
$250k - $400k
A leading global advisory firm is seeking a Managing Director for Transaction Advisory Services specializing in Healthcare Financial Due Diligence. This leadership role encompasses overseeing TAS functions, managing client relationships, and leading new business efforts...Financial- Portage Point Partners is seeking a TAS Associate to perform financial and business due diligence across buy-side and sell-side transactions in a fast-paced, entrepreneurial setting. You will deliver analysis on earnings, working capital and debt, and contribute to client...FinancialRelocation
- Alvarez & Marsal is seeking a Director to lead private-equity and corporate buy-side and sell-side financial due diligence engagements across multiple U.S. locations. You will guide Associates and Managers, oversee QOE, P&L and working capital analyses, and ensure high-...Financial
$160k - $200k
Business Unit:Financial And Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey, Inc. (NYSE:HLI) is... ...financial executives, boards of directors, special committees,... ...and disclosuresSponsor-driven management reportingLender financial and...FinancialFull timeApprenticeshipWork at officeWorldwide$145k - $225k
Business Unit:Financial And Valuation AdvisoryIndustry... ...and valuation advisory. Our unmatched transaction volumes provide... ..., boards of directors, special... ...wide range of services, including the... ...other asset managers, and we advise... ...and financial due diligence sessions with clients...FinancialFull timeWork at officeWorldwide$126k - $182k
Baker Tilly US is seeking a Manager to join our Transaction Advisory Services team in Chicago. The chosen candidate will primarily provide advisory services... ...high-quality client communication, and engage in financial analysis. Candidates should possess a relevant bachelor...Financial
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