CBIZ Private Equity Advisory · 16 hours ago
Transaction Advisory Services Director (Remote)
United States
Full-time
Remote
Lead/Staff, Director/Executive
8+ years exp
Maximize your interview chancesConsultingFinancial Services
Insider Connection @CBIZ Private Equity Advisory
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Provide technical and advisory financial and accounting due diligence services to private equity clients and companies.
Actively manage projects by driving timelines forward, conducting frequent team check-ins, managing project budgets, and review of project analyses, issues and deliverables.
Manage multiple engagements and teams at a time.
Support team members through their performance of 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.
Drive internal proposal processes, including team communication and proposal preparation.
Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Bachelor’s degree required; Master’s preferred
8 years of experience in related field
6 years of supervisory experience
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
Proven high level of business integrity, client service and leadership skills
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 6-8 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
100% personnel retention during the pandemic
Full bonuses to our team members
Company
CBIZ Private Equity Advisory
CBIZ Private Equity Advisory is the premier transaction, transition, and transformation solutions partner for middle-market private equity firms and their operating companies.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2017-06-08Acquired· undefined
Leadership Team
David Arney, MBA
Interim Chief Financial Officer - Uptempo - Marketing Technology Software
Elizabeth Fishman
CFO/VP of Operations
Company data provided by crunchbase
