Transaction Advisory Manager

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Job Code:

FS213FTA

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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. 

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 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 Required

• Bachelor’s degree
• 6 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
  
  

The annual salary target for this job in this market is $125,000-$150,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

CBIZ.Jobs Category: Advisory

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.