Transaction Advisory Managing Director - Financial Due Diligence (FDD)

BDO USA; Boston (MA); On-site; USD 250,000 - 400,000; Full time

Job summary

BDO USA is seeking a Transaction Advisory Services Managing Director in the Boston area to lead the TAS Center of Excellence and drive the national TAS strategy. You will originate new business, manage client engagements, and mentor staff while maintaining strong client relationships.

The role requires 10 years of financial statement experience (5+ in TAS), Big 4 or top firm background, and strong US GAAP expertise. Travel up to 50% may be required. Competitive compensation offered.

Qualifications

• Bachelor’s degree required; focus in Accounting, Business Administration, or Finance preferred
• MBA preferred
• Ten years of financial statement related professional services experience, with at least five years in TAS, required; carve-out experience preferred
• Prior experience with C-level personnel preferred
• Big 4 or top-tier consulting firm experience preferred
• CPA preferred
• Strong Excel, Word and PowerPoint skills required
• Demonstrated leadership and development skills
• Excellent project management and communication skills; ability to lead engagements and manage client relationships
• Solid knowledge of US GAAP

Responsibilities

• Oversee all functions of TAS Center of Excellence
• Lead new business origination efforts
• Coordinate cross-selling opportunities across BDO service lines
• Oversee client engagement teams to ensure delivery of quality services
• Lead complex deal related issues including quality of earnings adjustments and working capital analysis
• Oversee buy-side and sell-side mandates across engagements
• Enforce standards for quality and consistency; bring sophistication to client engagements
• Coach and mentor staff in due diligence, decision making, writing, and project management
• Ensure client expectations are met; maintain relationships and resolve issues
• Leverage firm-wide capabilities beyond TAS in client engagements
• Identify risks and communicate to clients
• Develop proposal documents and conduct client presentations
• Partner with BDO office management to promote TAS services
• Provide performance feedback to TAS team members
• Travel up to 50% as needed
• Other duties as required

Skills

Leadership

Project management

Communication

Relationship building

Business writing

Education

Bachelor’s degree

MBA

Tools

Excel

Word

PowerPoint

Job description

JOB DESCRIPTION

Job 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 leads new business origination efforts and support multiple client engagement teams while maintaining key client relationships. The TAS Managing Director 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
• 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
• Travels - up to 50%, as needed
• Other duties as required

Supervisory Responsibilities

• 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

Qualifications, Knowledge, Skills and Abilities:

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

Experience

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

License/Certifications

• CPA, preferred

Software

• Strong Excel, Word and Powerpoint skills, required

Other 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
• 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, as well as utilizing network and industry relationships to identify business development opportunities

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 - $400,000

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

About Us

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.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"