Transaction Advisory Services Managing Director

Job not on LinkedIn

November 27

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏰ Full Time

🔴 Lead

👔 Director

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CBIZ

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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.

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

📋 Description

• Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. • Actively manage projects by driving timelines forward, conducting frequent team check-ins, managing project budgets, and review of project analyses, issues and deliverables. • Manage multiple engagements and teams at a time. • Support team members through their performance of complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. • Drive internal proposal processes, including team communication and proposal preparation. • Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition. • Drive consistency in process, analyses, and conclusions across projects, clients, and industries. • Provide technical, due diligence and deal-related expertise and guidance to project teams (e.g., technical accounting, QofE adj., NWC, SPA review, complex analyses, etc.). • Serve as a reviewer throughout project execution and prior to project delivery. • Execute on initiatives to enhance delivery processes, methodologies, and tools.

🎯 Requirements

• Bachelor's degree • 10 years of experience in public accounting or related field • 10 years supervisory experience • Must have active CPA or equivalent certification • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proven high level of business integrity, client service and leadership skills • Must be able to travel based on client and business needs

🏖️ Benefits

• Team members work remotely/virtually from anywhere in the U.S. • You will develop collaborative, lasting professional and personal relationships with clients regardless of your level. • You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on. • You will work in an environment and culture where your efforts matter to our team and clients. • We offer market-leading compensation and a consistent track record of maximum bonus payout. • Promotions and career advancement are based on ability and talent, not tenure – our merit-based promotions provide a significant opportunity to accelerate your career trajectory. • Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week – allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal. • We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member’s professional engagement and personal well-being. • When times get tough, we get tougher – and we stand by our people. We had 100% personnel retention during the pandemic – and we paid out full bonuses to our team members. • While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead.