Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

$250k - $400k

BDO 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 Description 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 Compensation 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 on 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.” Click here to find out more! 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence in San Francisco, CA vacancy
  • $225k

     ...M. Description Senior Director - Transaction Advisory/Financial Due Diligence The Team Global Transaction...  ...and advisory services to a variety of diverse...  ...comprehensive discussions with management and their advisors....  ...services as well as healthcare, software & technology... 
    Financial
    Odd job
    Work at office
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    1 day ago
  • $90k - $145k

    Transaction Advisory Services - Senior Associate Opportunity ID: 9481 Department...  ..., which conducts due diligence and provides support...  ...‑side and sell‑side financial due diligence...  ...high‑technology, and healthcare. Coordinate with team and management regarding client expectations... 
    Financial
    Work at office
    Flexible hours

    CohnReznick

    San Francisco, CA
    13 hours ago
  • $90k - $145k

     ...Transaction Advisory Services - Senior Associate Opportunity ID...  ...optimize performance, manage risk, and maximize...  ...This team conducts due diligence and supports...  ...side and sell-side financial due diligence engagements...  ...-technology, and healthcare Coordinate with... 
    Financial
    Work at office
    Local area
    Remote work
    Flexible hours

    CohnReznick

    San Francisco, CA
    2 days ago
  • $126k - $182k

    Baker Tilly US in San Francisco is seeking a Manager for their Transaction Advisory Service team. This position provides an opportunity to serve clients and support their financial needs with due diligence and advisory services. The ideal candidate should have 5+ years... 
    Financial

    Baker Tilly US

    San Francisco, CA
    1 day ago
  • $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,... 
    Financial
    Part time
    Work at office
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    5 days ago
  • $130k

     ...Description Senior Associate - Transaction Advisory/Financial Due Diligence Join our Global Transaction Advisory...  ..., business & industrial services, healthcare, software & technology, energy,...  ...data) and synthesize findings for management discussions. Assess the quality... 
    Financial
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    1 day ago
  • $130k

    Senior Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global...  ...) and other related M&A services for private equity,...  ...and industrial services, healthcare, software & technology,...  ...discussions with target management. Assess the quality of... 
    Financial
    Part time
    Work at office
    Worldwide
    Flexible hours

    Alvarez & Marsal Deutschland GmbH

    San Francisco, CA
    4 days ago
  • $90k - $145k

    CohnReznick is seeking a Senior Associate in our San Francisco office to join the Transaction Advisory Services practice. This role involves conducting due diligence, analyzing financial statements, and supporting clients across various industries. Ideal candidates will... 
    Financial
    Work at office

    CohnReznick

    San Francisco, CA
    13 hours ago
  • $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... 
    Financial
    Local area
    Shift work

    Baker Tilly US

    San Francisco, CA
    1 day ago
  • $79.8k - $168k

    Job Description The Tax Manager, Transaction Advisory Services is an essential team member that will work to...  ...include deal structuring, due diligence, post‑deal integration, tax attribute...  ...tax computations reflected in their financial models, and assists clients in the... 
    Financial

    BDO USA

    San Francisco, CA
    1 day ago
  • $151.2k - $304.2k

     ...professional services to the middle...  ...an experienced Director to join our Financial Due Diligence team within our...  ...focus within our Healthcare industry team....  ...(M&A) Advisory practice servicing...  ...the way through transaction integration...  ...will lead and manage multiple challenging... 
    Financial
    Work experience placement
    Internship
    Local area

    RSM US LLP

    San Francisco, CA
    4 days ago
  • $179k - $262k

     ...Tilly is a leading advisory, tax and assurance...  ...key U.S. and world financial centers. We provide professional services across audit, tax, and transaction advisory, and are members...  ...Job Title Senior Manager, Transaction...  ...companies. Perform due diligence for buy‑side and sell... 
    Financial

    Baker Tilly US

    San Francisco, CA
    3 days ago
  • $250k - $400k

    A leading advisory firm is seeking a Managing Director for Transaction Advisory Services focused on Healthcare Financial Due Diligence. This role requires extensive experience in financial services, excellent leadership skills, and the ability to manage client relationships... 
    Financial

    BDO USA

    San Francisco, CA
    1 day ago
  • $225k

    A global consulting firm is seeking a Senior Director for their Transaction Advisory/Financial Due Diligence team. The ideal candidate will have over 10 years of...  ...Responsibilities include mentoring team members, managing client engagements, and generating comprehensive... 
    Financial

    Alvarez & Marsal

    San Francisco, CA
    1 day ago
  •  ...Francisco is seeking an experienced Director to join the Financial Due Diligence team. This dynamic role involves managing financial engagements and leading advisory services for corporate and private equity clients, focusing on healthcare. The ideal candidate has over 9... 
    Financial

    RSM US LLP

    San Francisco, CA
    4 days ago
  • $200k

    Managing Director, Transaction Opinions - Valuation Advisory At Stout, we’re dedicated to exceeding expectations in all we...  ...Relentless Excellence Both our client service and culture are second to none,...  ...in valuation theory, financial modeling, and credit analysis.... 
    Financial
    Local area
    Flexible hours

    Stout

    San Francisco, CA
    1 day ago
  • $96.29k - $144.45k

     ...people. As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to...  ...this role, you will provide due diligence and transaction advisory services...  ...to client and engagement management. Data gathering, document review... 
    Financial
    Local area
    Shift work

    Baker Tilly US

    San Francisco, CA
    4 days ago
  • $141.9k - $260.1k

     ..., Miami Job Summary As a Transaction Tax Manager within EY’s Transactions practice...  ...teams, participating in due diligence and structuring...  ...computations reflected in their financial models; assist clients in...  ...a fast‑paced professional services environment. Willingness... 
    Financial
    Work experience placement
    Seasonal work
    Flexible hours

    EY

    San Francisco, CA
    1 day ago
  • $170.1k - $388.4k

     ...better working world. Our Transaction Tax Practice is...  ...transactions. As a senior manager on the Transactions team...  ...transaction strategies. Our services include deal structuring, due diligence, post‑deal integration,...  ...reflected in their financial models; and assist... 
    Financial
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    San Francisco, CA
    1 day ago
  • $95k - $150k

     ...was to establish an advisory firm that stands apart...  ...transformation, and transactions, we partner with our...  ...our rapidly growing Financial Due Diligence practice you will...  ...with the ability to manage competing priorities...  ...includes comprehensive healthcare options, including... 
    Financial
    Local area
    Flexible hours

    Cross Country Consulting

    San Francisco, CA
    13 hours ago
  • $130k

     ...Deutschland GmbH seeks a Senior Associate for its Transaction Advisory Group, focusing on financial due diligence. You will assist with evaluating transactions by...  ...a CPA. Benefits include a salary of $130,000, healthcare, retirement plans, and generous leave policies.... 
    Financial

    Alvarez & Marsal Deutschland GmbH

    San Francisco, CA
    4 days ago
  • $81.5k

    Senior Associate, Financial Services Assurance Employment Type: Full...  ...an impact. Associate Director, Financial Due Diligence Employment Type: Full-...  ...: We develop, own, and manage multi‑family supportive...  ...more important. Associate Transaction Advisory/Financial Due Diligence... 
    Financial
    Full time
    Temporary work
    Part time
    Work at office

    PwC (US)

    San Francisco, CA
    2 days ago
  •  ...The KPMG Advisory practice is at the forefront of transformation...  ...is currently seeking a Manager in Financial Due Diligence for our Deal Advisory...  ...Manage buy-side and sell-side transaction advisory engagements,...  ...acquisitions, or transaction services Strong verbal and... 
    Financial
    Work experience placement
    H1b
    Local area

    KPMG

    San Francisco, CA
    4 days ago
  •  ...our rapidly growing Financial Due Diligence practice, you will serve...  .... As an Associate Director at CrossCountry...  ...work on complex M&A transactions, providing clients with...  ...metrics Oversee and manage multiple engagement...  ...professional services firm ~ Minimum of... 
    Financial

    CrossCountry Consulting

    San Francisco, CA
    11 days ago
  • $128k - $192k

    Job Description As a Financial Due Diligence Manager, you’ll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Grant Thornton | Stax... 
    Financial
    Work experience placement
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton (US)

    San Francisco, CA
    1 day ago
  • $90k - $105k

    Managing Investigator We’re seeking a Managing Investigator...  ...join our Executive Due Diligence team. This critical...  ...Due Diligence, Transaction Due Diligence and Disputes...  ...investigations, risk advisory, or due diligence....  ...‑facing professional services preferred. Research... 
    Work experience placement
    Live in
    Local area
    Flexible hours
    Shift work

    Mintz Group

    San Francisco, CA
    13 hours ago
  •  ...Vice President, Healthcare Services About the Company Private equity...  .... Industry Financial Services Type Privately...  ...to physician practice management, behavioral health, care...  ...opportunities, conduct thorough due diligence, and work closely with... 
    Financial
    Remote work

    Confidential

    San Francisco, CA
    4 days ago
  • $112.1k - $225.5k

    RSM US LLP is seeking a Financial Due Diligence Manager in San Francisco to lead financial analyses for clients involved in acquisitions. This role requires strong financial analysis skills and a minimum of 5 years of experience. The successful candidate will oversee engagement... 
    Financial

    RSM US LLP

    San Francisco, CA
    1 day ago
  • $140k - $170k

    A leading advisory firm in San Francisco seeks an experienced professional for their Financial Due Diligence practice. The ideal candidate will have over 4 years of experience and...  ...include performing due diligence for transactions, analyzing financial statements, and mentoring... 
    Financial

    CrossCountry Consulting

    San Francisco, CA
    1 day ago
  • $150k - $225k

    (Financial Reporting Advisory) OVERVIEW A&M CFO Services work with private equity held portfolio...  ...a wide range of transactions and events,...  ...and effective management of the financial...  ...CFO Services - Director Financial Reporting...  ..., including healthcare plans, flexible... 
    Financial
    Part time
    Work experience placement
    Interim role
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence. Be the first to apply!