Transaction Advisory Services Director - Financial Due ...

OverviewThe Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded, and support the overall delivery of the national TAS strategy. The TAS Director will lead multiple client engagement teams, support all elements of execution, and develop and maintain client relationships. The role also includes practice development responsibilities, such as business development, risk management, resource planning, performance management, and cross-selling other BDO services. A qualified candidate should have strong leadership and technical skills, be results oriented, and have a tenacious work ethic. Responsibilities Leads client engagement teams throughout every aspect of project deliverables and ensures effective and efficient delivery of quality services Examines complex deal related issues and provides insight into deal-specific matters, including quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, and review of sale and purchase agreements Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates Sets standards for quality/consistency and brings sophistication to client engagements Coaches and mentors staff in key areas such as detailed due diligence, critical decision making, report writing, and project management Reviews due diligence reports for presentations to clients evaluating M&A decisions and manages client expectations Leverages firm-wide capabilities beyond TAS during client engagements Assists in identifying risks and issues related to the transaction and communicates effectively to clients Works with TAS leadership to develop practice initiatives and strategy Identifies and pursues business development opportunities through industry and networking relationships Leads the development of proposal documents and conducts presentations in pursuit of acquiring new clients Partners with management to identify and promote TAS services to existing and prospective clients Provides verbal and written performance feedback to TAS team members as part of the annual performance review process Qualifications, Knowledge, Skills and Abilities Bachelor’s degree in Accounting, Business Administration, or Finance, required MBA, preferred Experience At least eight (8) years of prior financial statement related professional services experience, required Five (5) or more years in a dedicated TAS environment, including complex national and multi-national buy and sell side transactions, required Carve-out experience, preferred Prior experience interacting with C-level personnel, preferred Big 4 or other top-tier consulting firm experience, preferred Licenses & Certifications CPA, preferred Software Strong Excel, Word and PowerPoint skills, required Other Knowledge, Skills & Abilities Excellent project management and communication skills, with a sense of urgency and drive to serve clients Ability to lead engagements, supervise staff, and respond to client needs Solid knowledge of US GAAP Executive presence and strong business acumen Strong verbal and written communication, including business writing aptitude Ability to build relationships with client personnel at all levels and identify business development opportunities Ability to work in a demanding, deadline-driven environment, independently or in a team Ability to travel as needed Individual salaries are determined based on factors including qualifications, experience, skills, and geography. 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 meaningful connections, curiosity, and authenticity, while making a positive difference. Equal Opportunity BDO is an Equal Opportunity Employer, including disability/veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Job Details Seniority level: Director Employment type: Full-time Job function: Finance and Accounting/Auditing Industries: Accounting #J-18808-Ljbffr

Created: 2025-09-17