CBIZ

Transaction Advisory Manager

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: Hartford • Connecticut • United States

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Salary

💰 $120,000 - $160,000 per year

About the role

  • Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
  • Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
  • 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.
  • Responsible for engagement management, including preparing and presenting accounting findings and concepts.
  • Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
  • Contribute significantly to the development and training of junior staff members.
  • Possess the ability to review and critique project databooks and reports prepared by engagement team members.
  • Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
  • 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.

Requirements

  • Bachelor’s degree
  • 6 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • 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
  • Proficient use of applicable technology
Benefits
  • Health insurance
  • Retirement plans
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial due diligencecash flow analysisasset quality analysisearnings analysisworking capital analysisliability assessmentrisk analysisvaluationdeal structuringengagement management
Soft Skills
problem resolutionteam managementcommunicationrelationship buildingtraining and developmentprioritizationconsultationcreativityclient engagement managementreport critique
Certifications
CPABachelor's degree