Transaction Advisory Services Manager

🕒 July 10

⛰️ Colorado – Remote

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💵 $125k - $155k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

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👻 Ghost score 19%

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Logo of CBIZ

CBIZ

10,000+ employees

Founded 1996

🛡️ Insurance

🏥 Healthcare

🏭 Manufacturing

Insurance • Healthcare • Manufacturing

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 • 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

• 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

• Market-leading compensation • Maximum bonus payout • Flexibility at work • Opportunities to enjoy evenings and weekends • Time off for holidays

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