CBIZ ยท 2 weeks ago
Transaction Advisory Services Manager
Fort Lauderdale, FL
Full-time
Hybrid
Senior Level
6+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Transaction Advisory Services Manager will lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance and advising clients on mergers and acquisitions.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Peter Lazzar
Responsibilities
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 accounting findings and concepts
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution
Contribute significantly to the development and training of junior staff members
Possess the ability to review and critique project databooks and reports prepared by engagement team members
Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
Work on multiple projects of varying size and complexity
Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition
Qualification
Required
Bachelor's degree
6 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
Preferred
A minimum of 4-6 years of applicable work experience including experience in one of the following (preferably with a Big 4 public accounting firm or other national firm: financial audit, transaction advisory services, investment banking, financial consulting or other M&A experience
A minimum of 1-3 years of experience in the transaction advisory services practice of a Big 4 firm or other national firm, including experience in the role of Manager within a transaction advisory services practice
Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project
Advanced MS Excel skills and strong working knowledge of other MS Office applications
Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential
Strong verbal and written communication skills
Experience working in a fast-paced environment and ability to manage multiple projects and deadlines
Consistently display leadership capabilities
Possess an uncommon drive and entrepreneurial spirit
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ 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
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
Company data provided by crunchbase