Senior Associate, Transaction Advisory Services

CBIZ

Senior Associate in Transaction Advisory Services performing financial due diligence for private equity clients. Collaborate with teams to maximize opportunities and minimize transaction risks across the U.S.

Posted 7/23/2026full-timeRemote • Colorado • 🇺🇸 United StatesSenior💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and the ability to execute financial due diligence analyses, contributing to high-quality client deliverables. Effective communication and collaboration within team environments are essential for translating complex financial findings into actionable insights.

Highest-signal resume keywords

Financial Due DiligenceAnalytical SkillsPresentation SkillsTeam CollaborationEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDue DiligenceData AnalysisReport WritingClient Deliverables

Soft Skills

TeamworkCommunicationProblem Solving

Tools & Technologies

Financial SoftwareData Analysis Tools

Industry Keywords

Buy-Side EngagementsSell-Side EngagementsClient Management

About the role

Key responsibilities & impact

Execute core financial due diligence analyses for buy-side and sell-side engagements
Develop clear, well-supported analyses and contribute to high-quality client-ready deliverables
Collaborate closely with engagement team members to understand transaction objectives and translate complex financial findings into practical insights
Communicate effectively with internal team members and clients throughout the engagement lifecycle
Contribute to a high-performance, team-oriented culture by continuously improving technical and professional skills.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Market-leading compensation
Maximum bonus payout reflecting business stability and performance
Flexible schedule allowing for personal time and planning