Transaction Advisory Services Manager (Remote)

CBIZ Advisory Services; United States; Remote; USD 100,000 - 160,000; Full time

Benefits offered by this job

Market-leading compensation

Career advancement opportunities

Minimal business travel requirements

Focus on work-life balance

Job summary

A leading national advisory firm in the United States is seeking a Transaction Advisory Services Manager to oversee due diligence processes for private equity transactions. This remote role offers competitive compensation, significant professional development, and a flexible work environment. Ideal candidates will have a Master’s in accounting or an MBA, CPA licensure, and relevant experience in advising on mergers and acquisitions.

Qualifications

• 2-4 years of financial audit experience, preferably with a top ten public accounting firm.
• 1-3 years of experience in transaction advisory services of a top national accounting firm.
• Self-motivated, with the ability to learn in a fast-paced environment.
• 1–3 years in the transaction advisory practice of a top national firm; 1 year in a Manager role
• Strong communication skills; ability to lead teams

Responsibilities

• Manage engagement team and coordinate with clients throughout the transaction process.
• Provide financial and accounting due diligence services.
• Perform complex analyses including cash flows and operating trends.
• Prepare deliverables and present key due diligence findings to clients

Skills

Knowledge of U.S. GAAP

Advanced MS Excel skills

Team player

Exceptional verbal and written communication skills

Analytical skills

Education

Master’s degree in accounting or MBA

Licensed CPA

Tools

MS Office applications

MS Office

Job description

Transaction Advisory Services Manager (Remote)

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 can 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.

About the Role – This section describes the focus on buy side and sell side due diligence for private equity groups and companies across industries in the U.S., including performing in-depth business analyses and advising clients on opportunities and risks related to mergers and acquisitions.

Responsibilities

• Manage engagement team and coordinate with clients throughout the transaction process, including oversight of deliverables and presenting findings to clients
• Provide technical and advisory financial and accounting due diligence services to private equity clients and companies
• Perform complex analyses, including cash flows, quality of assets and earnings, operating and profitability trends, working capital, and identification of liabilities and risks
• Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts

Preferred Qualifications

• Knowledge of U.S. GAAP
• Master’s degree in accounting or MBA (with an accounting undergraduate degree)
• A preferred minimum of 2-4 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 1-3 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 Manager 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
• Possess an uncommon drive and entrepreneurial spirit

Minimum Qualifications

• Licensed CPA
• 3 years of supervisory experience
• Must be able to work in a team environment
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Must be able to travel based on client and business needs

Employment type

• Full-time