Transaction Advisory Services Senior Manager (Remote)

CBIZ; Denver (CO); Remote; USD 140,000 - 185,000; Full time

Job summary

An established industry player seeks a dynamic Senior Manager to lead financial due diligence efforts. In this role, you will manage multiple engagement teams, provide technical advisory services, and perform complex analyses to support private equity clients. The ideal candidate will possess a strong background in financial audit, exceptional communication skills, and a drive for excellence. This position offers an opportunity to grow within a supportive environment that values your contributions and fosters professional development. If you're ready to make an impact in a fast-paced setting, this role is for you.

Benefits

Comprehensive Medical Insurance

Dental Insurance

Retirement Savings

Life and Disability Insurance

Education Assistance

Certification Incentives

Referral Program

Qualifications

• 7+ years of experience in a related field with supervisory experience.
• Must have CPA and knowledge of U.S. GAAP.

Responsibilities

• Manage engagement teams and coordinate with clients during transactions.
• Perform financial and accounting due diligence for private equity clients.

Skills

Financial Audit

Communication Skills

MS Excel

Team Management

Analytical Skills

Education

Bachelor's Degree

Master's Degree in Accounting or MBA

CPA Certification

Tools

MS Office

Job description

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Job Code:

AV214

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.

Responsibilities

• Manage multiple engagement teams and coordinate with clients throughout the transaction process including oversight of deliverables and delivering findings to clients.
• 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.
• 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 3-5 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 Senior 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 are essential
• Possess an uncommon drive and entrepreneurial spirit

Minimum Qualifications

• Bachelor's degree required
• 7 years experience in related field
• 5 years supervisory experience
• Must have and preserve required licenses
• Must be able to work in a team environment
• Presentation skills mandatory
• 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
• 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 $140,000-$185,000. 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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