Transaction Advisory Managing Director - Financial Due ...

Join to apply for the Transaction Advisory Managing Director - Financial Due Diligence role at BDO USA1 day ago Be among the first 25 applicantsJoin to apply for the Transaction Advisory Managing Director - Financial Due Diligence role at BDO USAJOB DESCRIPTIONThe 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 support 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 SummaryJOB DESCRIPTIONThe 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 support 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 DutiesOversees all functions of TAS Center of ExcellenceLeads new business origination effortsCoordinates cross selling opportunities across BDO service linesOversees client engagement teams to ensure effective and efficient delivery of quality servicesLeads 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 reviewOversees the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandatesEnforces standards for quality/consistency and brings sophistication to client engagementsCoaches and mentors staff in key areas, including detailed due diligence, critical decision making, report writing, and project managementEnsures client expectations are met, maintains client relationships and identifies and resolves client issues /concernsLeverages BDO’s firm wide capabilities beyond TAS during client engagementsAssists in identifying risks and issues related to the transaction and effectively communicates to clientsOversees the development of proposal documents and conducts presentations in pursuit of acquiring new clientsPartners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clientsProvides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review processTravels - up to 50%, as neededOther duties as requiredSupervisory ResponsibilitiesSchedules and supervises the tasks and project assignments of Senior Associates and ManagersReviews work product prepared by Senior Associates and Managers and provides review commentsPartners 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 processEducationQualifications, Knowledge, Skills and Abilities:Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferredMBA, preferredExperienceTen (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, preferredPrior experience interacting and working directly with C-level personnel, preferredBig 4 or other top tier consulting firm experience, preferredLicense/CertificationsCPA, preferredSoftwareStrong Excel, Word and Powerpoint skills, requiredOther Knowledge, Skills & AbilitiesDemonstrated practice leadership and development skillsExcellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clientsAbility to lead engagements, support/supervise staff and respond to client needsSolid knowledge of technical accounting areas such as US GAAPExhibit an executive presence and strong business acumenStrong verbal and written communication skills, specifically business writing aptitudeAbility to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunitiesIndividual 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 - $400,000NYC/Long Island/Westchester Range: $250,000 - $400,000About UsJoin 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 OnWelcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!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"Seniority levelSeniority levelDirectorEmployment typeEmployment typeFull-timeJob functionJob functionFinance and Accounting/AuditingIndustriesAccountingReferrals increase your chances of interviewing at BDO USA by 2xGet notified about new Managing Director Finance jobs in Boston, MA.Assistant Vice President, Capital Formation and FP&A (Direct Lending)Chief Financial Officer – Managed Services/IT Transformation Services Growth, 78859Divisional Chief Financial Officer, Community DivisionBoston, MA $140,000.00-$249,000.00 1 day agoQuincy, MA $110,000.00-$192,500.00 2 weeks agoFinance Regulatory Basel Policy & Capital Analysis, Vice PresidentBoston, MA $130,000.00-$205,000.00 2 days agoWorking Capital & Trade Finance - Vice President or Associate (various locations)Boston, MA $125,000.00-$200,000.00 1 month agoVice President, Tech Solutions - Business Software (Finance Systems)Boston, MA $220,000.00-$276,000.00 3 weeks agoQuincy, MA $170,000.00-$282,500.00 1 month agoAlpha Services Product Business Strategy - Managing DirectorQuincy, MA $170,000.00-$267,500.00 1 month agoSpecialist (BTU), Multiple Disabilities (MD) Strand [Moderate License] (SY25-26)Newton, MA $144,000.00-$160,000.00 1 week agoWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17