Transaction Advisory Services Senior Associate

Job Title

CBIZ's National Transaction Advisory Services, part of CBIZ Private Equity Advisory, is a leading national provider of financial due diligence to middle market private equity sponsors and their portfolio companies.

If you are seeking a high-caliber, rapidly scaling advisory platform with rigorous standards, broad responsibility, and meaningful client impact where you can be your whole self, advance your skills and deepen your experiences, then consider joining our National Transaction Advisory Services team.

Essential Functions and Primary Duties

• Execute core financial due diligence analyses for buy-side and sell-side engagements, including quality of earnings, quality of net working capital, net debt, cash flow, and profitability analyses, with increasing ownership of discrete workstreams.
• Develop clear, well-supported analyses and contribute to high-quality client-ready deliverables.
• Collaborate closely with engagement team members to understand transaction objectives, identify key risks and opportunities, and translate complex financial findings into practical insights for clients.
• Communicate effectively with internal team members and clients throughout the engagement lifecycle, including participating in management calls, data request discussions, and internal deal reviews.
• Contribute to a high-performance, team-oriented culture by seeking feedback, continuously improving technical and professional skills, and supporting the development of junior team members as appropriate.

Preferred Qualifications

• 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

Minimum Qualifications

• 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