Transaction Advisory Services Senior Associate (Remote)

CBIZ; Denver (CO); Remote; USD 80,000 - 115,000; Full time

Job summary

An established industry player is seeking a dedicated financial analyst to provide technical and advisory services to private equity clients. In this role, you will perform complex analyses, prepare deliverables, and present key financial findings. You will also advise clients on maximizing opportunities related to mergers and acquisitions. This innovative firm offers a supportive leadership environment, emphasizing work-life balance and career advancement. If you have a passion for finance and a knack for analysis, this is the perfect opportunity to thrive in a flexible, remote work setting while making a significant impact.

Benefits

Work-Life Balance

Career Advancement Opportunities

Remote Work Flexibility

Market-Leading Compensation

Maximum Bonus Payout

Qualifications

• Bachelor’s degree required with 3+ years of experience in a related field.
• Strong analytical and presentation skills are essential.

Responsibilities

• Provide technical and advisory financial due diligence services.
• Perform complex analyses and present key findings to clients.

Skills

Team Collaboration

Presentation Skills

Analytical Skills

Technical Proficiency

Education

Bachelor’s Degree

Master’s Degree in Accounting or MBA

Tools

MS Excel

MS Office

Job description

Employer Industry: Professional Services and Consulting

Why consider this job opportunity:

1. Salary up to $115,000
2. Opportunity for career advancement and growth within the organization
3. Work remotely from anywhere in the U.S.
4. Market-leading compensation with a consistent track record of maximum bonus payout
5. Emphasis on work-life balance, allowing flexibility for personal time and commitments
6. Supportive leadership that fosters professional development and personal fulfillment

What to Expect (Job Responsibilities):

1. Provide technical and advisory financial and accounting due diligence services to private equity clients and companies
2. Perform complex analyses, including cash flow analysis, quality of assets, earnings, and identification of potential liabilities and risks
3. Responsible for engagement execution, preparing deliverables, and presenting key financial due diligence findings
4. Advise clients on maximizing opportunities and minimizing risks related to mergers and acquisitions
5. Drive recommendations based on key business trends, valuation considerations, and deal structuring alternatives

What is Required (Qualifications):

1. Bachelor’s degree required
2. Minimum of 3 years of experience in a related field
3. Must be able to work in a team environment
4. Strong presentation skills are mandatory
5. Proficient use of applicable technology and analytical skills

How to Stand Out (Preferred Qualifications):

1. CPA (or meets the criteria to sit for the CPA exam) with knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
2. Master’s degree in accounting or MBA (with an accounting undergraduate degree)
3. A preferred minimum of 2 years of financial audit experience or related M&A experience
4. Advanced MS Excel skills and strong working knowledge of other MS Office applications
5. Self-motivated with a demonstrated ability to succeed in a fast-paced work environment