Transaction Advisory Senior Consultant jobs in United States
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CBIZ · 1 week ago

Transaction Advisory Senior Consultant

positionBoston, MA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date3+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Transaction Advisory Senior Consultant will conduct financial advisory due diligence for transactions, supervise staff, and communicate with clients and management throughout the process.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Responsibilities

Conduct financial advisory due diligence in buy-side and sell-side transactions
Review target company financial information and other data to identify:
Historical and projected financial, operating and commercial trends
Quality of earnings adjustments
Working capital and net debt considerations
Potential liabilities and risks which impact valuation and negotiation of the target company
Identify pre- and post-acquisition transaction issues in the context of financial due diligence
Identify purchase price reductions, deal restructuring, or other issues affecting a transaction
Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis
Supervise, develop and evaluate staff
Liaise with other disciplines (tax) working on the due diligence projects
Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction
Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements

Qualification

Financial advisory due diligenceAnalytical skillsProfessional certificationsCommunication skillsProficient use of technology

Required

Bachelor's degree in relevant field
3 years of relevant work experience
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Must possess analytical skills
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

Company

CBIZ

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Glassdoor4.0
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CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
dateFounded in 1987
location
Cleveland, Ohio, USA
people-size10001+ employees
web-link
http://www.cbiz.com

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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Ware H. Grove
SVP & CFO
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Recent News

GlobeNewswire
CBIZ Announces Several New Strategic Leadership Appointments to Drive Ongoing Growth
2025-12-18
MarketScreener
CBIZ Releases 2026 Benefits & Insurance Market Outlook Highlighting Rising Costs, Regulations, and Workforce Trends
2025-12-10
thefly.com
CBIZ appoints Christopher Sikora as VP, IR and corporate finance
2025-12-09
Company data provided by crunchbase