Transaction Advisory Senior Consultant

Socket.dev; New Haven (CT); Hybrid; 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

#LI-JO1 #LI-Hybrid

Responsibilities

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.

Qualifications

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

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 toaccelerate 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.