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CBIZ

Transaction Advisory Services Manager (Remote)

CBIZ, Denver, Colorado, United States, 80285


About our BusinessCBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement, and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions, and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are

CBIZ Private Equity Advisory – Invested in You .With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.CBIZ has been honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest Brightest Companies in WellnessGreat Place to Work CertificationTogether, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.About the PracticeCBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments.Our practice has experienced tremendous growth in recent years – more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different:Team members

work remotely/virtually from anywhere in the U.S.You will develop collaborative,

lasting professional and personal relationships with clients

regardless of your level.You will receive

meaningful support from firm leadership for substantial professional development.

There will be variety in the clients that you work with and the deals that you work on.You will work in an environment and culture where

your efforts matter to our team and clients.We offer market-leading compensation and a consistent track record of maximum bonus payout.Promotions and career advancement are based on ability and talent, not tenure –

our merit-based promotions provide a significant opportunity to accelerate your career trajectory.Our unique approach to practice management offers opportunities for

autonomy and consistency in schedule from week-to-week

– allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.We place significant emphasis on the value of personal time.

We understand that professional opportunities and advancement are important to you, but that time for family, friends, and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends, and to truly disconnect for holidays and time off is critical to each team member’s professional engagement and personal well-being.When times get tough, we get tougher – and we stand by our people. We had

100% personnel retention during the pandemic – and we paid out full bonuses to our team members.While we want our people to stay with our firm for their entire careers, we are also realistic.

We are committed to advancing your professional skills and career opportunities wherever they may lead.If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team.About the RoleOur team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations, and deal structuring alternatives.ResponsibilitiesManage engagement team and coordinate with clients throughout the transaction process, including oversight of deliverables and delivering findings to clients.Provide technical and advisory financial and accounting due diligence services to private equity clients and companies.Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital, and identification of potential liabilities and risks.Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts.Preferred QualificationsCPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP)Master’s degree in accounting or MBA (with an accounting undergraduate degree)A preferred minimum of 2-4 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting, or other M&A experienceA minimum of 1-3 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Manager within that practice.Team player with exceptional verbal and written communication skillsAdvanced MS Excel skills and strong working knowledge of other MS Office applicationsSelf-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essentialPossess an uncommon drive and entrepreneurial spirit.Minimum QualificationsBachelor’s degree required6 years of experience in related field3 years of supervisory experienceMust be able to work in a team environmentPresentation skills mandatoryMust possess analytical skillsProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externallyMust be able to travel based on client and business needsIn compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $110,000-$150,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, and much more.The application window is anticipated to close on or before September 30, 2024. We do encourage that you apply to this position as soon as possible.

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