Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence (Boston)

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

Posted 2 weeks ago – first 25 applicants considered.

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, supports multiple client engagement teams, and maintains key client relationships. The position requires excellent leadership, technical skills, a results‑oriented mindset and a tenacious work ethic.

Job Duties

• Oversee all functions of the TAS Center of Excellence.
• Lead new business origination efforts.
• Coordinate cross‑selling opportunities across BDO service lines.
• Oversee client engagement teams to ensure effective and efficient delivery of quality services.
• Lead complex deal‑related issues and provide insight into deal‑specific matters, including quality of earnings adjustments, pro‑forma/normalization calculations, working capital analysis, debt and debt‑like analysis, warranties & indemnities, and sale and purchase agreement review.
• Oversee the full spectrum of transaction advisory work in multiple engagements including buy‑side and sell‑side mandates.
• Enforce standards for quality/consistency and bring sophistication to client engagements.
• Coach and mentor staff in detailed due diligence, critical decision making, report writing, and project management.
• Ensure client expectations are met, maintain client relationships, and resolve client issues/concerns.
• Leverage BDO’s firm‑wide capabilities beyond TAS during client engagements.
• Assist in identifying risks and issues related to the transaction and effectively communicate them to clients.
• Oversee the development of proposal documents and conduct presentations to acquire new clients.
• Partner with management members of BDO offices to promote the services of the Transaction Advisory Services practice to existing and prospective clients.
• Provide verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process.
• Travel up to 50% as needed.
• Other duties as required.

Supervisory Responsibilities

• Schedule and supervise the tasks and project assignments of Senior Associates and Managers.
• Review work product prepared by Senior Associates and Managers and provide review comments.
• Partner with the Director of 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.

Qualifications, Knowledge, Skills and Abilities

• Demonstrated practice leadership and development skills.
• Excellent project management and communication skills, with a sense of urgency and drive to serve 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 and utilize industry relationships to identify business development opportunities.

Experience

• Ten (10) years of prior financial statement related professional services experience, at least five (5) years in a dedicated TAS environment, including complex national and multinational buy and sell‑side transactions. 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.

Compensation

Individual salaries are determined after consideration of 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

BDO is a global professional services firm offering assurance, tax, and advisory services to a diverse range of clients across the U.S. and in over 160 countries. Our culture is centered on making meaningful connections, approaching interactions with curiosity, and being true to ourselves while making a positive difference in the world. BDO is proud to be an ESOP company, reflecting a culture that puts people first.

Equal Opportunity Employer

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.