Transaction Advisory Services Manager
CBIZ
Transaction Advisory Manager CBIZ Advisors, LLC is currently seeking a highly motivated Transaction Advisory Manager to join its New York practice. Essential Functions and Primary Duties 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 diligence findings and concepts. Contribute significantly to the development and training of junior staff members. Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition. Possess the ability to prepare and review project databooks and analysis prepared by engagement team members. Display the ability to manage and prioritize team responsibilities and proactively consult with Directors and Managing Directors. Preferred Qualifications CPA, CFA or equivalent certification - preferred 4-6 years of experience a financial services advisory firm, with 2-3 years of transaction advisory consulting preferred. Proven experience managing projects and teams. Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally. Proficient use of applicable technology. Ability to work effectively under deadlines and handle multiple assignments. High degree of professionalism and client service orientation. Minimum Qualifications Bachelor's degree 5 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 CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
$130k - $180k
...We are seeking a Transaction Advisory Services Manager (TAS) to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements...SuggestedWork at officeFlexible hours- ...What You'll Do As an Advisory Manager at ZS, you will play a critical role in leading project teams that support pharmaceutical organizations to define and address client‑specific business questions requiring cross‑functional thinking across Commercial and R&D. Client...SuggestedWork experience placementWork at officeLocal areaWork from homeFlexible hours
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$150k - $200k
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$175k - $215.5k
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$184.9k - $250.1k
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$184.9k - $250.1k
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$141.9k - $260.1k
...The NTD Capital Markets Tax Practice assists with the provision of tax advisory services with respect to domestic and cross-border financial transactions and structures, including cash management, debt and equity instruments, derivatives, financial products, foreign currency...Work experience placementSummer holidayFlexible hours$90k - $110k
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$100.4k - $205.3k
...year history, delivering excellent service through innovation has been a... ...continued growth of Crowe's Accounting Advisory practice. As an Accounting Advisory Manager, you will work directly with... ..., financial reporting, transaction, and finance transformation challenges...Work at officeLocal areaRemote workWorldwide- ...Grant Thornton is seeking an Accounting Advisory Manager to join our team in Chicago, IL.... ...that consult with Grant Thornton | Stax Transactions clients on complex accounting transactions... ...with clients about engagement and service expectations; resolving technical and...InternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week
$90k - $110k
.... This position requires experience in commercial real estate transactions and someone comfortable working directly with clients, title companies... ...be detail oriented and be extremely organized; ability to manage multiple projects and to follow through without prompting....Full timeTemporary workPart timeWork at officeImmediate start- ...A leading financial services firm in New York is searching for an Analyst to focus on hospitality transactions within their Debt, Equity & Structured Finance team. The role involves preparing pitch materials, conducting financial modeling, and supporting various transactions...
$125k - $145k
...Experienced Manager, Strategic Projects, Accounting Advisory Services The Experienced Manager, Strategic Projects, Accounting Advisory Services manages... ...applies accounting knowledge by properly recording transactions in a general ledger Understands the technology...Work at office$90k - $110k
...large testing, inspection and certification services clients is currently seeking a remote ALTA Land Survey Project Manager to join their growing team who will oversee... ...Title Surveys supporting commercial real estate transactions. This is a full-time permanent opportunity....Permanent employmentFull timeRemote workMonday to FridayFlexible hours
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