Transaction Advisory Services Senior Manager (Remote) jobs in United States
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CBIZ Advisory Services · 2 hours ago

Transaction Advisory Services Senior Manager (Remote)

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Transaction Advisory Services Senior Manager will manage multiple engagement teams providing due diligence services to private equity clients, focusing on business analysis, risk minimization, and client relationship development.

Accounting
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H1B Sponsor Likelynote
Hiring Manager
Claire Prado
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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

U.S. GAAPFinancial due diligenceCPA licenseAdvanced MS ExcelM&A experienceTeam playerVerbal communicationWritten communicationPresentation skillsSelf-motivated

Required

Licensed CPA
Bachelor's degree
5 years supervisory experience
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
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

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

Benefits

Market-leading compensation
Maximum bonus payout
Flexibility at work
Opportunities to enjoy evenings and weekends
Time off

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.

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