Transaction Advisory Services Manager

Job Title

Lead Transaction Advisory Services

Job Description

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 accounting findings and concepts. Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution. Contribute significantly to the development and training of junior staff members. Possess the ability to review and critique project databooks and reports prepared by engagement team members. Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors. Work on multiple projects of varying size and complexity. Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.

Preferred Qualifications

• A minimum of 4-6 years of applicable work experience including experience in one of the following (preferably with a Big 4 public accounting firm or other national firm: financial audit, transaction advisory services, investment banking, financial consulting or other M&A experience.
• A minimum of 1-3 years of experience in the transaction advisory services practice of a Big 4 firm or other national firm, including experience in the role of Manager within a transaction advisory services practice.
• Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project.
• Advanced MS Excel skills and strong working knowledge of other MS Office applications
• Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential.
• Strong verbal and written communication skills.
• Experience working in a fast-paced environment and ability to manage multiple projects and deadlines.
• Consistently display leadership capabilities.
• Possess an uncommon drive and entrepreneurial spirit.

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.