Senior M&A Due Diligence & QoE Consultant

Socket.dev; New Haven (CT); On-site; USD 130,000 - 170,000; Full time

Job summary

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.

With industry knowledge in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers insights to help clients anticipate what is next and grow. We are seeking a Transaction Advisory professional in or near New Haven, CT to perform financial due diligence, assess earnings quality, and guide deal negotiations.

Qualifications

• Bachelor’s degree in relevant field.
• 3 years of relevant work experience.
• Achieve professional certifications relative to area of expertise; licenses required.
• Analytical skills.
• Proficient use of applicable technology.
• Strong verbal and written communication at all levels.
• Willingness to travel as needed.

Responsibilities

• Conduct financial due diligence in buy-side and sell-side transactions.
• Review target company financials to identify trends and adjustments.
• Assess historical and projected financial, operating and commercial trends.
• Evaluate quality of earnings adjustments, working capital and net debt.
• Identify liabilities and risks impacting valuation and negotiation.
• Flag post-acquisition issues for deal restructuring or price reductions.
• Draft reports on Quality of Earnings and working capital analyses.
• Supervise, develop and evaluate staff; liaise with tax and other disciplines.
• Communicate with clients, target management, bankers and advisors.
• Contribute to staff training and compliance programs.

Skills

Analytical skills

Verbal and written communication

Technology proficiency

Travel ability

Education

Bachelor’s degree in relevant field

Job description

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.

With industry knowledge in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers insights to help clients anticipate what is next and grow. We are seeking a Transaction Advisory professional in or near New Haven, CT to perform financial due diligence, assess earnings quality, and guide deal negotiations.