Transaction Advisory Services Manager

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

Minimum Qualifications

#LI-PL1 #LI-Hybrid

ABOUT US

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.