Managing Director, Transaction Advisory - Financial - Atlantic Region

Job Summary

BDO's Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

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 will lead new business origination efforts and support multiple client engagement teams while maintaining key client relationships. A qualified candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.

Essential Duties/Functions:

- 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

- Other duties as required

Qualifications

Education:

- Bachelor's degree in Accounting, Business Administration, Finance or equivalent required

- MBA desirable

Experience :

- At least 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. Carve-out experience desirable

- Prior experience interacting and working directly with C-level personnel preferred

- Big 4 or other top tier consulting firm experience preferred

License/Certifications:

- CPA required

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

- Demonstrated 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

- Proven 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

- Ability to travel up to 50%