Transaction Advisory Services Senior Associate (Remote) in Work From Home at CBIZ

Date Posted: 5/18/2023

Job Snapshot

Job Description

About our Business

CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ).  We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement.  Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business.  We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential.  We are CBIZ Private Equity Advisory – Invested in You.

With over 120 offices and nearly 7,000 associate s 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:      

  • 2022 Best and Brightest Companies to Work for in the Nation    

  • 2023 Top Workplaces USA    

  • 2022 America's Best Mid-Size Employers    

  • 2022 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.

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 be located in any one of our offices, but they are welcome to 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.
  • You will work in an environment and culture where your efforts matter to our team and clients.
  • We offer market-leading compensation and a consistent track record of maximum bonus payout.  Additionally, unique to our firm, we have a program for team members to receive upside in their compensation beyond established bonus opportunities when our practice exceeds its annual financial goals.
  • 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. 


  • 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
  • Presentation skills mandatory
  • 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



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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.