M&A Transaction Advisory Director — Lead Due Diligence

BDO USA, Llp; Costa Mesa (CA); On-site; USD 180,000 - 280,000; Full time

Job summary

BDO USA, LLP is seeking a Transaction Advisory Services Director in the United States to lead and deliver complex financial due diligence engagements and support the TAS strategy. You will guide multiple engagement teams, drive client satisfaction, and develop practice initiatives including business development and risk management.

The role requires extensive TAS experience, leadership, and strong communication. Travel and collaboration with senior management are essential for success.

Qualifications

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

Responsibilities

• Leads client engagement teams throughout every aspect of project deliverable and ensures effective and efficient delivery of quality services.
• Examines complex deal related issues and provide 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.
• Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates.
• Sets standards for quality/consistency and bring sophistication to client engagements.
• Coaches and mentors staff in key areas, including detailed due diligence, critical decision making, report writing, and project management.
• Works with engagement teams to compose and otherwise review due diligence reports for presentations to clients evaluating M&A decisions.
• 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 communicate to clients.
• Works alongside TAS practice leadership to further develop practice initiatives and strategy.
• Identifies and pursues business development opportunities through industry and networking relationships.
• Leads 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.
• In conjunction with the Principal/Managing Director, 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 required

Skills

Leadership

Relationship management

Project management

Financial analysis

Communication skills

Education

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

MBA, preferred

Tools

Excel

Word

PowerPoint

Job description

BDO USA, LLP is seeking a Transaction Advisory Services Director in the United States to lead and deliver complex financial due diligence engagements and support the TAS strategy. You will guide multiple engagement teams, drive client satisfaction, and develop practice initiatives including business development and risk management.

The role requires extensive TAS experience, leadership, and strong communication. Travel and collaboration with senior management are essential for success.