Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the national TAS strategy. This role leads new business origination efforts, supports client engagement teams, and maintains key client relationships, requiring excellent leadership and technical skills, a results-oriented approach, and a tenacious work ethic.

Responsibilities

• 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
• 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

Requirements

• 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
• Prior experience interacting and working directly with C-level personnel, preferred
• Big 4 or other top tier consulting firm experience, preferred

Skills

• Strong Excel, Word and Powerpoint skills
• Demonstrated practice leadership and development skills
• Excellent project management and communication skills
• 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
• Utilizing network and industry relationships to identify business development opportunities

Location

• Maryland
• NYC/Long Island/Westchester

Work Type

• Travel up to 50%, as needed

Experience Level

• Managing Director
• Ten (10) years of prior financial statement related professional services experience
• at least five (5) years has been spent in a dedicated TAS environment
• complex national and multi-national buy and sell side transactions experience
• carve-out experience

Education Level

• Bachelor’s degree in Accounting, Business Administration, or Finance
• MBA

Salary/Compensations

• National Range: $250,000 - $400,000
• Maryland Range: $250,000 - $400,000
• NYC/Long Island/Westchester Range: $250,000 - $400,000

Benefits

• ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being
• 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. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
• Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
• BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

Equal Opportunity

• Equal Opportunity Employer, including disability/vets