Advisory Services Senior Associate in New York at CBIZ

Date Posted: 11/8/2021

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 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 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%)

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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