Transaction Advisory Services Manager

CBIZ • New York, NY

1d • $155,000 - $185,000 • Hybrid

About The Position

CBIZ Advisors, LLC is seeking a highly motivated Transaction Advisory Manager to join its New York practice. The manager leads buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle-market companies and private equity investors. The role includes analyzing cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on purchase price. The manager advises clients on maximizing opportunities and minimizing risks in mergers and acquisitions, including valuation and deal-structuring alternatives.

The position is responsible for engagement management, including preparing and presenting diligence findings and concepts. It also contributes to the development and training of junior staff, helps develop relationships with current and prospective clients, identifies market opportunities, and articulates the firm's value proposition. The manager prepares and reviews project databooks and team analyses, manages and prioritizes team responsibilities, and proactively consults with Directors and Managing Directors. Travel is required based on client and business needs.

Requirements

• Bachelor’s degree.
• 5 years of experience in public accounting or a related field.
• 3 years of supervisory experience.
• Active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• Ability to communicate verbally and in writing across all levels of the organization, internally and externally.
• Ability to travel based on client and business needs.
• Proficient use of applicable technology.
• Ability to work effectively under deadlines and handle multiple assignments.
• High degree of professionalism and client service orientation.
• Proven experience managing projects and teams.

Nice To Haves

• CPA, CFA, or equivalent certification is preferred.
• 4–6 years of experience at a financial services advisory firm, with 2–3 years of transaction advisory consulting preferred.

Responsibilities

• Lead buy-side and sell-side transaction advisory engagements and provide financial due diligence assistance to middle-market companies and private equity investors.
• Write detailed reports and analyze cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on target purchase price.
• Advise clients on opportunities and risks related to mergers and acquisitions and recommend valuation and deal-structuring alternatives.
• Manage engagements, including preparing and presenting diligence findings and concepts.
• Contribute to the development and training of junior staff members.
• Develop relationships with current and prospective clients, identify market opportunities, and articulate the firm's value proposition.
• Prepare and review project databooks and analyses prepared by engagement team members.
• Manage and prioritize team responsibilities and proactively consult with Directors and Managing Directors.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager