CBIZ Advisory Services · 6 hours ago
Transaction Advisory Services Senior Associate (Remote)
Dallas, TX
Full-time
Remote
Mid Level
3+ years exp
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Responsibilities
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
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Required
Bachelor’s degree required
3 years of experience in related field
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
CPA (or meets the criteria to sit for the CPA exam) 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 2 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
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
Company
CBIZ Advisory Services
The Advisory practice of CBIZ Inc (NYSE: CBZ) is committed to providing multidisciplinary, agile financial advisory solutions that respond to the complexity of your business’ needs today while simultaneously pursuing tomorrow’s opportunities.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
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