CAREERS AT CBIZ

Transaction Advisory Services Senior Associate in New York, NY at CBIZ

Date Posted: 3/19/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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, and a 2020 Healthiest 100 Workplace in America, 2021 Top Workplaces USA.

Essential Functions and Primary Duties

  • Participate in buy-side and sell-side transaction advisory engagements.
  • Perform financial due diligence related middle market companies and private equity investors.
  • 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, transaction 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 required; Master’s degree preferred in Accounting, Taxation or related field preferred
  • 3 years of experience in public accounting or related field
  • 1 year supervisory experience preferred
  • Licensed CPA/equivalent certification is preferred
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs (<20%)

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