Mergers & Acquisition Analyst in Cleveland, OH at CBIZ

Date Posted: 9/2/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

As an Analyst/Associate, you will work closely with senior management on projects relating to acquisitions and to a more limited extent, divestitures. You will work within a close-knit Corporate Development team to understand, analyze and model the financial performance of M&A targets support due diligence, M&A target relations and marketing, business case development and internal reporting.

​Essential Functions and Primary Duties

  • Support the Corporate Development team’s efforts in project and transaction execution business case development, financial modeling and analysis, detailed due diligence, and transaction deal management
  • Prepare and analyze business cases for new M&A opportunities
  • Develop pro forma financial analysis for targeted acquisitions
  • Analyze market segments, market trends, growth, competitive developments, and potential partners and acquisition targets to assist in recommendations to the senior Corporate Development team
  • Assist in tracking and reporting on the status of strategic activities and pipeline
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor’s degree in Business, Finance, or related field
  • 3 years of experience in Mergers & Acquisitions (M&A) or a related field
  • Proficient use of applicable technology (Microsoft Word and Excel)
  • Ability to work in a team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities
  • Excellent attention to detail
  • Able to handle high level of confidentiality

Qualifications Required

  • HS diploma or GED required preferred
  • 3 years of relevant experience
  • Must possess analytical skills
  • Must be able to comprehend, manipulate and interpret statistical data
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Travel requirements: variable based on deal process, but likely less than 10%


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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.