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Transaction Advisory Services Manager
CBIZTransaction Advisory Services Manager at CBIZ providing financial due diligence to private equity sponsors. Leading teams and engaging with clients on mergers and acquisitions analysis.
Posted 7/10/2026full-timeRemote • Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $155,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial due diligence, managing client engagements, and leading teams effectively. Strong communication skills are essential for coordinating with clients and mentoring team members.
Highest-signal resume keywords
Financial Due DiligenceClient Engagement ManagementTeam LeadershipVerbal and Written CommunicationSupervisory Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisDue Diligence ExecutionPrioritizationTechnical KnowledgeTransaction Knowledge
Soft Skills
CoachingFeedback DeliveryMentoring
Tools & Technologies
Applicable Technology
Certifications & Qualifications
Required Licenses
Industry Keywords
Financial ServicesEngagement ManagementTransaction Process
About the role
Key responsibilities & impact- Lead day-to-day execution of multiple financial due diligence engagements
- Managing engagement teams and coordinating directly with targets and clients throughout the transaction process
- Apply technical and transaction knowledge and judgement across areas of financial due diligence
- Manage competing priorities across engagements by exercising thoughtful prioritization
- Develop and mentor engagement team members by providing clear direction, feedback, and coaching
Requirements
What you’ll need- Bachelor’s degree required
- 5 years of experience in related field
- 3 years of supervisory experience
- Must have and preserve required licenses
- 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
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
Benefits
Comp & perks- Market-leading compensation
- Maximum bonus payout
- Flexibility at work
- Opportunities to enjoy evenings and weekends
- Time off for holidays