Transaction Advisory Services Senior Associate (Remote)

Century Business Services; Denver (CO); Remote; USD 80,000 - 115,000; Full time

Job summary

Join a dynamic and rapidly growing team of M&A professionals dedicated to delivering exceptional advisory services to private equity clients. This role offers the chance to engage in both buy-side and sell-side due diligence, where your analytical skills will drive critical recommendations on mergers and acquisitions. With a focus on professional development and a supportive work culture, you will thrive in an environment that values your contributions and fosters career advancement. Enjoy the flexibility of remote work while being part of a collaborative team that prioritizes your well-being and personal growth.

Benefits

Comprehensive Medical Insurance

Dental Insurance

Retirement Savings Plan

Life and Disability Insurance

Education Assistance

Certification Incentives

Referral Program

Flexible Work Schedule

Qualifications

• 3+ years of experience in financial audit, investment banking, or M&A.
• Strong analytical skills and proficiency in applicable technology.

Responsibilities

• Provide financial and accounting due diligence services to clients.
• Perform complex analyses related to cash flows and profitability trends.

Skills

Analytical Skills

Verbal Communication

Written Communication

Team Collaboration

Self-Motivation

Education

Bachelor's Degree

Master's Degree in Accounting or MBA

CPA Certification

Tools

MS Excel

MS Office Applications

Job description

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 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.
• 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.

Responsibilities

• Provide technical and advisory financial and accounting due diligence services to private equity clients and companies.
• Perform 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.
• Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts.

Preferred Qualifications

• CPA (or meets the criteria to sit for the CPA exam) 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 2 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
• 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
• 3 years of experience in related field
• 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

In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $80,000-$115,000. 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.

LI-DNI

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