Managing Director, Transaction Advisory - Financial - Atlantic Region
Company: BDO International
Location: Charlotte
Posted on: January 27, 2023
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Job Description:
Job SummaryBDO'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
requiredQualificationsEducation:- Bachelor's degree in Accounting,
Business Administration, Finance or equivalent required- MBA
desirableExperience:- 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
preferredLicense/Certifications:- CPA requiredSoftware:- Strong
Excel, Word and Powerpoint skills requiredOther 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%Multiple
LocationsCharlotte, Cherry Hill, Columbia, Greater Philadelphia,
Greater Washington D.C - Potomac, Greater Washington D.C. - McLean,
Greenville, High Point_BDO Collections, Norfolk, Philadelphia,
Raleigh, Richmond, Washington, DC, WilmingtonCity: CharlotteState:
North CarolinaAuto req ID: 25296BR
Keywords: BDO International, Charlotte , Managing Director, Transaction Advisory - Financial - Atlantic Region, Executive , Charlotte, North Carolina
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