Transaction Advisory Services - Senior Associate; Remote

Transaction Advisory Services - Senior Associate (Remote)

CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our practice continues to experience tremendous growth year-over-year. Our team and our culture are truly what sets us apart from other firms.

As such, our people are our number one priority and working for our firm means something different.

About the Role

Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives.

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.

Preferred Qualifications

• 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
• Possess an uncommon drive and entrepreneurial spirit

Minimum Qualifications

• Licensed CPA (or has passed all exam sections and met the experience requirement)
• 3 years of experience in related field
• Must be able to work in a team environment
• 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