Transaction Advisory Services Director (Remote)

CBIZ; Denver (CO); Remote; USD 190,000 - 250,000; Full time

Job summary

Join a leading professional services firm that values its team members and fosters a culture of growth and collaboration. This role in Transaction Advisory Services offers the chance to work remotely while engaging in impactful due diligence for private equity groups across various industries. You'll leverage your analytical skills to provide insights that drive client success and make meaningful contributions to significant business decisions. With a focus on professional development and a merit-based promotion system, this position is ideal for those looking to advance their careers in a supportive environment.

Benefits

Comprehensive Medical Insurance

Dental Insurance

Retirement Savings Plan

Life and Disability Insurance

Education Assistance

Referral Program

Flexible Work Hours

Professional Development Opportunities

Qualifications

• 8 years of experience in related field required.
• Team player with exceptional communication skills.
• Experience in financial audit or M&A preferred.

Responsibilities

• Provide financial due diligence services to clients.
• Manage multiple projects and team engagements.
• Develop relationships with clients and identify opportunities.

Skills

Verbal Communication

Written Communication

Project Management

Financial Analysis

Due Diligence

Team Collaboration

Analytical Skills

Education

Bachelor's Degree

Master's Degree

CPA Certification

Tools

MS Excel

MS Office

Job description

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Job Code:

AV215

About our Business

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 21 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.

About the Practice

CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments.

Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different:

• Team members work remotely/virtually from anywhere in the U.S.
• You will develop collaborative, lasting professional and personal relationships with clients regardless of your level.
• You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on.
• You will work in an environment and culture where your efforts matter to our team and clients.
• We offer market-leading compensation and a consistent track record of maximum bonus payout.
• Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory.
• Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
• We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.
• When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members.
• While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead.

If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team.

About the Role

Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives.

Essential Functions & Primary Duties

• Provide technical and advisory financial and accounting due diligence services to private equity clients and companies.
• Actively manage projects by driving timelines forward, conducting frequent team check-ins, managing project budgets, and review of project analyses, issues and deliverables.
• Manage multiple engagements and teams at a time.
• Support team members through their performance of complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks.
• Drive internal proposal processes, including team communication and proposal preparation.
• Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.

Preferred Qualifications

• CPA and knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
• Master's degree in accounting or MBA (with an accounting undergraduate degree)
• A preferred minimum of 3-5 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience
• A minimum of 6-8 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Director within that practice.
• Team player with exceptional verbal and written communication skills
• Advanced MS Excel skills and strong working knowledge of other MS Office applications
• Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential
• Possess an uncommon drive and entrepreneurial spirit

Minimum Qualifications

• Bachelor's degree required; Master's preferred
• 8 years of experience in related field
• 6 years of supervisory experience
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs

In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $190,000-$250,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, 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 and much more.

The application window is anticipated to close on or before March 31, 2025. We do encourage that you apply to this position as soon as possible.

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