Transaction Advisory Services Manager

🕒 March 24

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Logo of CBIZ

CBIZ

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Lead day-to-day execution of multiple financial due diligence engagements • Manage engagement teams and coordinate directly with targets and clients • Apply technical and transaction knowledge across financial due diligence areas • Ensure deadlines and quality standards are met • Develop and mentor engagement team members

🎯 Requirements

• Bachelor’s degree required • 6 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

• Market-leading compensation and maximum bonus payout • Opportunities for career growth and development • Work-life balance and flexibility • Remote work options • Exposure to broad range of clients and industries

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