#LI-JO1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
- Conduct financial advisory due diligence in buy-side and sell-side transactions.
- Review target company financial information and other data to identify:
- Historical and projected financial, operating and commercial trends.
- Quality of earnings adjustments.
- Working capital and net debt considerations.
- Potential liabilities and risks which impact valuation and negotiation of the target company.
- Identify pre- and post-acquisition transaction issues in the context of financial due diligence.
- Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
- Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
- Supervise, develop and evaluate staff.
- Liaise with other disciplines (tax) working on the due diligence projects.
- Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
- Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.
Minimum Qualifications
- Bachelor’s degree in relevant field
- 3 years of relevant work experience
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must possess analytical skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, 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.
Skills Required
- Bachelor's degree in a relevant field
- 3 years of relevant work experience
- Professional certifications and required licenses relevant to the area of expertise
- Analytical skills
- Proficiency with applicable technology
- Effective verbal and written communication skills
- Ability to travel based on client and business needs
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
