CBIZ Advisory Services · 4 hours ago
Transaction Advisory Services Senior Manager (Remote)
United States
Full-time
Remote
Mid, Senior Level
7+ years exp
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Hiring Manager
Brian Lucchesi
Insider Connection @CBIZ Advisory Services
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Responsibilities
Manage multiple engagement teams 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.
Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.
Qualification
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Required
Bachelor’s degree required
7 years experience in related field
5 years supervisory experience
Must have and preserve required licenses
Must be able to work in a team environment
Presentation skills mandatory
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
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
Preferred
CPA 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 3-5 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 experience
A minimum of 3-5 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 Senior Manager within that practice
Team player with exceptional verbal and written communication skills
Advanced MS Excel skills and strong working knowledge of other MS Office applications
Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential
Possess an uncommon drive and entrepreneurial spirit
Company
CBIZ Advisory Services
The Advisory practice of CBIZ Inc (NYSE: CBZ) is committed to providing multidisciplinary, agile financial advisory solutions that respond to the complexity of your business’ needs today while simultaneously pursuing tomorrow’s opportunities.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
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