Advisory Services Senior Associate in New York at CBIZ

Date Posted: 1/30/2023

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   

CBIZ has been honored to be the recipient of several national recognitions:   

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation 
  • 2022 Top Workplaces USA 
  • 2021 America's Best Mid-Size Employers 
  • 2021 Best and Brightest Companies in Wellness 
  • 2022 Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.   

Essential Functions and Primary Duties

  • Participate in buy-side and sell-side advisory engagements.
  • Perform due diligence related to middle market companies.
  • Aggregate, manipulate, and analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks impacting the target company.
  • Write detailed reports to present diligence findings to clients.
  • 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.
  • Contribute significantly to the development and training of junior staff members.
  • Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
  • Interface with senior executives of clients and target companies.
  • Display the ability to manage and prioritize team responsibilities, and proactively consult with Managers, Directors and Partners.
  • Work on multiple projects of varying size and complexity.
  • Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.

Preferred Qualifications

  • A minimum of 3-4 years of applicable work experience including experience in one of the following (preferably with a Big 4 public accounting firm or other top ten national firm): financial audit, advisory services, investment banking, financial consulting or other M&A experience.
  • Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint.
  • Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential.
  • Strong verbal and written communication skills.
  • Experience working in a fast-paced environment and ability to manage multiple projects and deadlines.
  • Possess an uncommon drive and entrepreneurial spirit.

Minimum Qualifications

  • Bachelor’s degree in relevant field
  • 3 years of relevant work experience
  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses
  • Must possess analytical skills
  • 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

The annual salary target for this job in this market is $90,000-$110,000. 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.

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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