Transaction Advisory Senior Consultant

CBIZ; Boston (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

CBIZ, Inc. is seeking a driven professional to perform financial due diligence in buy-side and sell-side transactions. You will review target financials, identify earnings adjustments, working capital and debt considerations, and assess risks that influence deal valuation and structure.

The role involves drafting Quality of Earnings and working capital reports, mentoring staff, and liaising with tax and other disciplines to meet client needs. Travel may be required.

Qualifications

• Bachelor’s degree required in a relevant field.
• Minimum 3 years of relevant work experience.
• Must obtain and maintain required professional licenses.
• Strong analytical skills and attention to detail.
• Proficient use of applicable technology.
• Excellent written and verbal communication across all levels.
• Ability to travel based on client and business needs.

Responsibilities

• Conduct financial advisory due diligence in buy-side and sell-side transactions.
• Review target company financial information to identify trends, quality of earnings adjustments, working capital and net debt considerations.
• Identify potential liabilities and risks affecting valuation and negotiation.
• Draft reports on Quality of Earnings, Working Capital, and other analyses.
• Supervise, develop, and evaluate staff; coordinate with tax and other disciplines.
• Communicate effectively with clients, target management, bankers, and advisors.

Skills

Analytical skills

Communication

Travel readiness

Education

Bachelor’s degree in relevant field

Tools

Technology proficiency

Job description

Job Description

Essential Functions And Primary Duties

• Conduct financial advisory due diligence in buy-side and sell-side transactions.
• Review target company financial information and other data to identify:
• Historical and projected financial, operating and commercial trends.
• Quality of earnings adjustments.
• Working capital and net debt considerations.
• Potential liabilities and risks which impact valuation and negotiation of the target company.
• Identify pre- and post-acquisition transaction issues in the context of financial due diligence.
• Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
• Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
• Supervise, develop and evaluate staff.
• Liaise with other disciplines (tax) working on the due diligence projects.
• Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
• Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

Minimum Qualifications

• Bachelor’s degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• 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

About Us

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.