#LI-CL1 #LI-Hybrid
ResponsibilitiesCBIZ Advisors, LLC is currently seeking a highly motivated Transaction Advisory Manager to join its New York practice.
Essential Functions and Primary Duties
- Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
- Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
- Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
- Responsible for engagement management, including preparing and presenting diligence findings and concepts.
- Contribute significantly to the development and training of junior staff members.
- Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.
- Possess the ability to prepare and review project databooks and analysis prepared by engagement team members.
- Display the ability to manage and prioritize team responsibilities and proactively consult with Directors and Managing Directors.
Preferred Qualifications
- CPA, CFA or equivalent certification - preferred
- 4-6 years of experience a financial services advisory firm, with 2-3 years of transaction advisory consulting preferred.
- Proven experience managing projects and teams.
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
- Proficient use of applicable technology.
- Ability to work effectively under deadlines and handle multiple assignments.
- High degree of professionalism and client service orientation.
Minimum Qualifications
- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- 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
- Proficient use of applicable technology
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
- Active CPA or equivalent certification
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
- 4-6 years of experience in a financial services advisory firm, with 2-3 years of transaction advisory consulting
- CFA or equivalent certification
- Proven experience managing projects and teams
- Ability to work effectively under deadlines and handle multiple assignments
- High degree of professionalism and client service orientation
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.
