Managing Director, Transaction Advisory Services Position Available In Western Connecticut Planning Region, Connecticut
Tallo's Job Summary: This job listing in Western Connecticut Planning Region - CT has been recently added. Tallo will add a summary here for this job shortly.
Job Description
Job Description:
The Transaction Advisory Services (TAS) Managing Director is aleadership role overseeing all aspects of TAS Centers of Excellenceto support the overall delivery of the national TAS strategy. TheTAS Managing Director will lead new business origination effortsand support multiple client engagement teams while maintaining keyclient relationships. A qualified candidate should have excellentleadership and technical skills, be results oriented, and have atenacious work ethic.
Job Duties:
Oversees all functions of TASCenter of Excellence Leads new business origination effortsCoordinates cross selling opportunities across BDO service linesOversees client engagement teams to ensure effective and efficientdelivery of quality services Leads complex deal related issues andprovides appropriate insight into deal specific matters, includingbut not limited to quality of earnings adjustments,pro-forma/normalization calculations, working capital analysis anddefinition, debt and debt-like analysis, warranties & indemnities,sale and purchase agreement review Oversees the full spectrum oftransaction advisory work in multiple engagements includingbuy-side and sell-side mandates Enforces standards forquality/consistency and brings sophistication to client engagementsCoaches and mentors staff in key areas, including detailed duediligence, critical decision making, report writing, and projectmanagement Ensures client expectations are met, maintains clientrelationships and identifies and resolves client issues /concernsLeverages BDO’s firm wide capabilities beyond TAS during clientengagements Assists in identifying risks and issues related to thetransaction and effectively communicates to clients Oversees thedevelopment of proposal documents and conducts presentations inpursuit of acquiring new clients Partners with management membersof BDO offices to identify and promote the services of theTransaction Advisory Services practice to existing and perspectiveclients Provides verbal and written performance feedback to TASteam members throughout the fiscal year and as part of the annualperformance review process Other duties as required
Qualifications,Knowledge, Skills and Abilities:
Education:
Bachelor’s degree inAccounting, Business Administration, Finance or equivalent requiredMBA desirable
Experience:
At least ten (10) years of priorfinancial statement related professional services experience, ofwhich at least five (5) years has been spent in a dedicated TASenvironment, to include complex national and multi-national buy andsell side transactions Carve-out experience desirable Priorexperience interacting and working directly with C-level personnel,preferred Big 4 or other top tier consulting firm experience,preferred
License/Certifications:
CPA, preferred
Software:
StrongExcel, Word and Powerpoint skills required
Language:
N/A OtherKnowledge, Skills & Abilities:
Demonstrated practice leadership anddevelopment skills Excellent project management and communicationskills, as well as a sense of urgency and drive to help the companyservice its clients Demonstrated ability to lead engagements,support/supervise staff and respond to client needs Solid knowledgeof technical accounting areas such as US GAAP Exhibit an executivepresence and strong business acumen Strong verbal and writtencommunication skills, specifically business writing aptitude Provenability to initiate and maintain solid relationships with alllevels of client personnel, as well as utilizing network andindustry relationships to identify business developmentopportunities Ability to travel up to 50% Individual salaries thatare offered to a candidate are determined after consideration ofnumerous factors including but not limited to the candidate’squalifications, experience, skills, and geography.
National Range:
$250,000 – $400,000
NYC/Long Island/Westchester Range:
$250,000 -$400,000 About Us Join us at BDO, where you will find more than acareer, you’ll find a place where your work is impactful, and youare valued for your individuality. We offer flexibility andopportunities for advancement. Our culture is centered aroundmaking meaningful connections, approaching interactions withcuriosity, and being true to yourself, all while making a positivedifference in the world. At BDO, our purpose of helping peoplethrive every day is at the heart of everything we do. Together, weare focused on delivering exceptional and sustainable outcomes andvalue for our people, our clients, and our communities. BDO isproud to be an ESOP company, reflecting a culture that puts peoplefirst, by sharing financially in our growth in value with our U.S.team. BDO professionals provide assurance, tax and advisoryservices for a diverse range of clients across the U.S. and in over160 countries through our global organization. BDO is the firstlarge accounting and advisory organization to implement an EmployeeStock Ownership Plan (ESOP). A qualified retirement plan, the ESOPoffers participants a stake in the firm’s success throughbeneficial ownership and a unique opportunity to enhance theirfinancial well-being. The ESOP stands as a compelling addition toour comprehensive compensation and Total Rewards benefits•offerings. The annual allocation to the ESOP is fully funded by BDOthrough investments in company stock and grants employees thechance to grow their wealth over time as their shares vest and growin value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middlemarket leaders by sharing insight-driven perspectives, helpingcompanies take business as usual to better than usual. Withindustry knowledge and experience, a breadth and depth ofresources, and unwavering commitment to quality, we pride ourselveson: Welcoming diverse perspectives and understanding the experienceof our professionals and clients Empowering team members to exploretheir full potential Our talented team who brings varying skills,knowledge and experience to proactively help our clients navigatean expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business andhelp our clients transform theirs Focus on resilience andsustainability to positively impact our people, clients, andcommunities BDO Total Rewards that encompass so much more thantraditional “benefits.” •Benefits may be subject to eligibilityrequirements. Equal Opportunity Employer, includingdisability/vets