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About the Role

The Managing Director, BDO Capital Advisors, advises clients on tax equity, tax credit, and other project finance transactions within the renewable energy, infrastructure, housing, community development, or historic preservation sectors. This role is pivotal in driving business development, managing transaction execution, and overseeing the execution team, with a focus on achieving measurable revenue results.

Responsibilities

Originates, structures, and executes tax credit transfers, tax equities, and similar project finance advisory engagements.
Manages financial, tax, and business due diligence assistance for companies and/or investors.
Engages in business development by marketing services to external clients and internal partners.
Develops client networks and supports sales and marketing strategy execution.
Networks with prospects to build revenue-producing relationships.
Analyzes client data to identify historical and projected financial and operating trends.
Reviews quality of earnings and assesses working capital, potential liabilities, and risks.
Collaborates with external legal, tax, and advisory professionals to ensure deal execution.
Reviews transaction documents and provides insights for client negotiations.
Identifies pre- and post-close business opportunities and enhances go-to-market strategies.
Commits to satisfying internal and external customers.
Manages team efforts with an apprenticeship approach.
Directs due diligence meetings and drafts/reviews tailored due diligence reports.
Manages and coordinates client approach throughout the transaction process.
Acts as the lead professional on engagements, serving as the principal contact for client deliverables.
Oversees engagement colleagues, manages the closing process, and provides real-time feedback and guidance.
Leads day-to-day transaction execution, including due diligence, data room review, and commercial negotiation of contracts.

Requirements

Bachelor’s Degree in Accounting, Finance, or Economics required.
MBA degree preferred.
Ten (10) or more years of experience in tax equity, project finance, or a similar capital advisory role required.
Experience successfully managing and leading a team of VPs, associates, and/or analysts both in person and remotely, required.
FINRA Series 7/79 and 63 licenses, or in active pursuance of licensure required.
Proficient in the use of Microsoft Office Suite required.
Strong business acumen, with analytical and problem-solving skills.
Ability to understand how business model decisions impact performance.
Experience reviewing tax equity and other project finance models.
Comfort with ambiguity and fluid client situations.
Strong time management skills with the ability to multi-task and prioritize projects.
Advanced analytical and modeling skills with attention to detail.
Excellent written and verbal communication with a polished/professional demeanor.
Must be a team player with the ability to work cohesively with colleagues and clients.
Self-motivated and work well under pressure with pro-active follow-up skills.
Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends.

Skills

Tax equity
Tax credit advisory
Project finance
Business development
Networking
Transaction execution
Financial due diligence
Tax due diligence
Business due diligence
Client relationship management
Sales and marketing strategy
Financial analysis
Quality of earnings analysis
Working capital assessment
Risk assessment
Deal structuring
Contract negotiation
Microsoft Office Suite
Analytical skills
Problem-solving skills
Time management
Multi-tasking
Prioritization
Attention to detail
Written communication
Verbal communication
Teamwork
Leadership
Mentoring

Location

Maryland
NYC
Long Island
Westchester

Work Type

Full-time

Experience Level

Managing Director
10+ years of experience

Education Level

Bachelor's Degree in Accounting, Finance, or Economics
MBA preferred

Salary/Compensations

$250,000 - $300,000

Benefits

ESOP company, offering participants a stake in the firm’s success.
Qualified retirement plan.
Comprehensive compensation and Total Rewards benefits offerings.

About the Company

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
The ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits offerings.
It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Equal Opportunity

Equal Opportunity Employer, including disability/vets