Transaction Advisory Services Manager (Remote) jobs in United States
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CBIZ Advisory Services · 5 hours ago

Transaction Advisory Services Manager (Remote)

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date4+ years exp

CBIZ Advisory Services is a leading national due diligence team for middle market private equity groups and companies. The Transaction Advisory Services Manager will oversee engagement teams, provide financial and accounting due diligence services, and perform complex analyses to advise clients on mergers and acquisitions.

Accounting
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H1B Sponsor Likelynote
Hiring Manager
Claire Prado
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Responsibilities

Manage 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

Qualification

U.S. GAAPFinancial due diligenceCPA licenseAdvanced MS ExcelFinancial analysisAnalytical skillsTeam playerPresentation skillsCommunication skillsSelf-motivated

Required

Licensed CPA
Bachelor's degree
3 years of supervisory experience
Must be able to work in a team environment
Presentation skills mandatory
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs

Preferred

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 experience
A 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 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

Benefits

Market-leading compensation
Maximum bonus payout
Flexibility at work
Opportunities to enjoy evenings and weekends
Full bonuses to our team members

Company

CBIZ Advisory Services

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CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
location
Cleveland, Ohio, US
people-size10001+ employees
web-link
https://www.cbiz.com/accounting-tax/services/advisory

H1B Sponsorship

CBIZ Advisory Services has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2021 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Ben Anderson, CPA
Partner
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Martin Spector, CPA, JD
MANAGING DIRECTOR
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Company data provided by crunchbase