Transaction Advisory Services Manager

CBIZ; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

CBIZ Advisors, LLC in New York seeks a Transaction Advisory Manager to join its New York practice. The role centers on leading buy-side and sell-side TA engagements for middle-market companies and private equity investors.

You will write detailed reports, perform analyses of cash flows, working capital, assets and earnings, and advise on M&A deal structuring, risk, and valuation. Mentoring juniors and developing client relationships are key parts of the job.

Qualifications

• Bachelor’s degree required.
• Active CPA or equivalent certification required.
• 5 years of public accounting or related field experience.
• 3 years supervisory experience.

Responsibilities

• Lead buy-side and sell-side transaction advisory engagements for middle market targets.
• Prepare detailed reports and analyses of cash flows, assets and earnings, working capital, and risks.
• Advise on mergers and acquisitions, valuation, and deal structuring options.
• Manage engagements and present diligence findings to clients and leadership.
• Mentor and train junior staff and develop staff capabilities.
• Develop client relationships and identify market opportunities.

Skills

Transaction advisory

Financial due diligence

Leadership

Engagement management

Client relationship development

Education

Bachelor's degree

CPA certification

CFA certification

Job description

CBIZ Advisors, LLC is currently seeking a highly motivated Transaction Advisory Manager to join its New York practice.

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 diligence findings and concepts.
• Contribute significantly to the development and training of junior staff members.
• Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.
• Possess the ability to prepare and review project databooks and analysis prepared by engagement team members.
• Display the ability to manage and prioritize team responsibilities and proactively consult with Directors and Managing Directors.

Preferred Qualifications

• CPA, CFA or equivalent certification - preferred
• 4-6 years of experience a financial services advisory firm, with 2-3 years of transaction advisory consulting preferred.
• Proven experience managing projects and teams.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Proficient use of applicable technology.
• Ability to work effectively under deadlines and handle multiple assignments.
• High degree of professionalism and client service orientation.

Minimum Qualifications

• Bachelor’s degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• 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
• Proficient use of applicable technology

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.