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CBIZ

Senior Consultant – Transaction Advisory Services

CBIZ

Senior Consultant in Transaction Advisory Services for CBIZ. Conducting financial advisory due diligence in buy-side and sell-side transactions.

Posted 7/31/2026full-timeAtlanta • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial advisory due diligence, including the analysis of financial information, quality of earnings, and transaction-related issues. Proficient in communicating complex financial concepts to clients and stakeholders while supervising and developing team members.

Highest-signal resume keywords
Financial Advisory Due DiligenceQuality Of Earnings AnalysisAnalytical SkillsClient CommunicationStaff Supervision

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial AnalysisTransaction ValuationRisk AssessmentDeal StructuringFinancial Reporting
Soft Skills
Effective CommunicationTeam DevelopmentProblem Solving
Tools & Technologies
Financial Modeling SoftwareData Analysis Tools
Certifications & Qualifications
Professional CertificationsRequired Licenses
Industry Keywords
Buy-Side TransactionsSell-Side TransactionsWorking CapitalNet DebtDue Diligence

About the role

Key responsibilities & impact
  • Conduct financial advisory due diligence in buy-side and sell-side transactions.
  • Review target company financial information and other data to identify:
  • - Historical and projected financial, operating and commercial trends.
  • - Quality of earnings adjustments.
  • - Working capital and net debt considerations.
  • - Potential liabilities and risks which impact valuation and negotiation of the target company.
  • Identify pre- and post-acquisition transaction issues in the context of financial due diligence.
  • Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
  • Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
  • Supervise, develop and evaluate staff.
  • Liaise with other disciplines (tax) working on the due diligence projects.
  • Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
  • Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

Requirements

What you’ll need
  • Bachelor’s degree in relevant field
  • 3 years of relevant work experience
  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses
  • Must possess analytical skills
  • Proficient use of applicable technology
  • 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