Transaction Advisory Managing Director - Financial Due Diligence (FDD)
$250k - $400kBDO USA
Overview 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 supports 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 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 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 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 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 offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. 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 Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets 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
$200k
...Inclusive Diversity. Description Director - Transaction Advisory/Financial Due Diligence The Team Global Transaction Advisory... ..., and conduct discussions with management and advisors. How You Will... ...core understanding of TAG services (FDD/ODD) and cross-sell TAG and other...SuggestedOdd jobWork at officeWorldwideFlexible hours$225k
...working at A&M. Description Senior Director - Transaction Advisory/Financial Due Diligence The Team Global Transaction... ...conducting comprehensive discussions with management and their advisors. How will you... ...of all TAG services (FDD/ODD) and strive to cross-sell TAG...SuggestedOdd jobWork at officeFlexible hours- A global consulting firm is seeking a Director for Transaction Advisory/Financial Due Diligence in Boston. The role involves leading due diligence projects, mentoring teams, and managing client relationships. Candidates must have 8-10 years of financial accounting experience...Suggested
$160k
A global consulting firm is seeking a Manager for Transaction Advisory in Boston to lead financial due diligence projects. The role involves mentoring team members, managing complex projects, and delivering in-depth analysis for clients across diverse sectors. Candidates...Suggested$160k
...are why our people love working at A&M. Description Manager - Transaction Advisory/Financial Due Diligence About Alvarez & Marsal Alvarez & Marsal (A&M) is a... ...responsibilities and proactively consult with Managing Directors and senior members of the team as appropriate....SuggestedWork at officeFlexible hours$90k - $200k
Kroll is seeking a Vice President for their Financial Due Diligence team in Boston. This role includes leading Due Diligence engagements, advising clients on transactions, and mentoring junior staff. A strong background in accounting or finance is essential, with preference...$250k - $400k
BDO USA in Boston is seeking a Managing Director for Transaction Advisory Services. This leadership role involves overseeing TAS Centers of Excellence, leading client engagements, and ensuring quality service delivery. Candidates should have ten years of relevant experience...- ...operators across strategy, advisory, planning, and... ...and grow our Technical Due Diligence (TDD) Practice in... ...performance, and risks. Manage multi‑disciplinary... ...stakeholders. Collaborate with Financial, Traffic & Revenue... ...due diligence and transaction advisory to lenders,...Work experience placementLocal area
- ...leading global consulting firm is seeking a Senior Director in Transaction Advisory/Financial Due Diligence, located in Boston. This role involves advising private... ..., conducting financial accounting due diligence, managing risks, and mentoring team members. The ideal...
$151.2k - $304.2k
...looking for an experienced Director to join our Financial Due Diligence team within our Deal... ...and Acquisitions (M&A) Advisory practice servicing both... ...close all the way through transaction integration and execution... ...Directors will lead and manage multiple challenging financial...Work experience placementInternshipLocal area- RSM US LLP is seeking an experienced Director to join our Financial Due Diligence team in Boston. This role involves leading... ...within our nationally acclaimed M&A Advisory practice. You will manage various phases of transactions for both corporate and private equity clients...
- ...The KPMG Advisory practice is at the forefront of transformation, offering excellent... .... KPMG is currently seeking a Manager in Financial Due Diligence for our Deal Advisory practice.... ...Manage buy-side and sell-side transaction advisory engagements, providing financial...Work experience placementH1bLocal area
$223.51k - $279.39k
...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 validate,... ...groups and commercial lenders Manage engagements throughout the...Work experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$90k - $200k
Vice President, Transaction Advisory Services Transaction Advisory Services... ...President to join our Financial Due Diligence team in Boston.... ...advisory projects under Director & partner supervision. Be... ...business relationships. Managing and contributing to further...Temporary workWork experience placementWork at office- Kpmg-0828bc85 seeks a skilled professional in Boston to join the Advisory practice. The role includes managing buy-side and sell-side transaction advisory engagements, analyzing financial trends, and creating tailored reports. Applicants must have a Bachelor's degree in...
- ...for an experienced P&C Consultant to join our Transaction Advisory Services team. This role involves leading due diligence projects, communicating with multiple stakeholders... ..., a Bachelor's degree, and the ability to manage relationships with clients effectively. A comprehensive...
$90k - $120k
...Consultant within our Transaction Advisory Services team. As... ...our Risk & Insurance Diligence team in Boston. Aon... ...will look like Lead due diligence projects of... ...ongoing relationship management oversight to certain... ...casualty, cyber, E&O, financial lines, environmental,...Full timeTemporary workPart timeLocal area$120k - $140k
Job Summary The Tax Manager, Transaction Advisory Services is an essential team member that will work... ...services include deal structuring, due diligence, post-deal integration, tax attribute... ...tax computations reflected in their financial models, and assists clients in the quantitative...$170k - $220k
JOB DESCRIPTION The Tax Senior Manager, Transaction Advisory Services is an essential team member that... ...engagement teams, participating in due diligence and structuring engagements related... ...tax computations reflected in their financial models, and assist clients in the quantitative...$155k - $172k
Job Description The Tax Experienced Manager, Transaction Advisory Services is an essential team member... ...services include deal structuring, due diligence, post‑deal integration, tax attribute... ...opportunities while advising both strategic and financial buyers and sellers on alternative...Work at office- ...established private capital advisory firm specializing in... ...services, we are seeking a Managing Director to lead and drive the firm'... ...as well as GP-led secondary transactions. This is an incredible opportunity... ..., facilitating investor due diligence, and closing deals. Capital...Work at office
- ...Vice President of Transaction Services About the... ...Top-tier advisory firm Industry Management Consulting Type... ...liaison during the due diligence process. This role... ...transaction services or financial due diligence, with... ...worked in the TAS/FDD practice group of a...
$120k - $185k
A leading consulting firm based in Boston is looking for a Transaction Advisory professional. This role involves supporting client service teams in buy and sell side diligence engagements and leading report preparation. Candidates should possess a Bachelor’s or Master’...$170.7k - $342.7k
RSM US LLP is seeking an M&A Federal Senior Tax Manager for their Boston office, responsible for providing tax advisory services on mergers and acquisitions. Ideal... ...accounting. The role involves delivering quality due diligence, tax structuring, and team development. Strong...Work at office- ...Vice President, Financial Advisory About the Company Leading middle-market advisory... ...financial performance, leading due diligence efforts, managing the execution of projects, preparing... ...in mergers & acquisitions, transaction advisory, or performance improvement...
- ...Vice President, M&A Tax Advisory About the Company Top-ranked mergers... ...advisory firm focused on complex transactions. Industry Management Consulting Type Privately Held... ...will be responsible for leading tax due diligence engagements and providing expert...
- ...Vice President, Transaction Services About the Company Accomplished advisory firm Industry Management Consulting Type Privately... ...acting as a liaison during due diligence, and general diligence... ...Transaction Services or Financial Due Diligence, with a preference...
- ...Associate Vice President, Operational Due Diligence About the Company Prominent asset management firm Industry Financial Services Type Privately Held About the Role The Company is seeking an Associate Vice President for Operational...Work at office
$125k - $215k
A consulting firm is seeking professionals for its Transaction Advisory practice in Boston, MA. The ideal candidate will have a Bachelors or... ...client deliverables, and working collaboratively on financial analysis. The position offers a salary range of $125,000 to...- ...the fastest-growing advisory practices in the country... ...and other strategic transactions. As a Principal, you... ...portfolio company management teams. Lead projects... ...process improvement, financial reporting modernization... ...including financial due diligence readiness, accounting...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Transaction Advisory Managing Director - Financial Due Diligence (FDD). Be the first to apply!
- managing director of operations Boston, MA
- executive security Boston, MA
- senior executive director Boston, MA
- executive director marketing Boston, MA
- director of executive recruiting Boston, MA
- executive assistant to ceo Boston, MA
- executive IT support specialist Boston, MA
- talent acquisition executive Boston, MA
- solution executive Boston, MA
- executive leadership development program Boston, MA

