Managing Director, Transaction Advisory Services (Charlotte)

Company: BDO USA
Location: Charlotte
Posted on: April 12, 2025

Job Description:

Managing Director, Transaction Advisory Services (Charlotte)Charlotte, NC, United StatesJob DescriptionJob Summary: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.Job Duties:

• 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
• 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 prospective 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 requiredQualifications, Knowledge, Skills and Abilities:Education:
  • Bachelor's degree in Accounting, Business Administration, Finance or equivalent requiredExperience:
    • 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, preferredSoftware:
          • 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%Individual 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 on:
              • Welcoming diverse perspectives and understanding the experience of our professionals and clients
              • Empowering team members to explore their full potential
              • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
              • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
              • Focus on resilience and sustainability to positively impact our people, clients, and communities*Benefits may be subject to eligibility requirements.
                • Locations 31 615 South College St., Charlotte, NC, 28202, US
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Keywords: BDO USA, Charlotte , Managing Director, Transaction Advisory Services (Charlotte), Executive , Charlotte, North Carolina