Transaction Advisory Services Senior Associate

CBIZ•Denver, CO

21h•Remote

About The Position

National Transaction Advisory Services (TAS), part of CBIZ Private Equity Advisory, is a prominent national provider of financial due diligence services for middle-market private equity sponsors and their portfolio companies. The team comprises M&A professionals with extensive experience in assisting clients with informed investment decisions. The business has experienced significant growth and is poised for continued expansion. The team emphasizes its people and culture as key differentiators, operating differently from traditional advisory models. Team members work remotely across the continental U.S., fostering collaborative relationships with clients. The firm provides substantial support and coaching from leadership to accelerate professional development. Employees gain exposure to a diverse range of clients, industries, and transaction types within a performance-driven environment where individual contributions significantly impact outcomes. The company offers competitive compensation, consistent maximum bonus payouts, and merit-based promotions that accelerate career trajectories based on performance, judgment, and readiness rather than tenure. The unique business model balances autonomy with schedule consistency, enabling better planning of work and personal lives. Business travel is minimal, with a focus on career sustainability and work-life balance. The company values flexibility, opportunities for evenings and weekends, and the ability to disconnect during holidays and time off, recognizing their importance for professional engagement and personal well-being. This role is ideal for individuals seeking a high-caliber, rapidly scaling advisory platform with rigorous standards, broad responsibility, significant client impact, and opportunities for skill advancement and experience deepening.

Requirements

Bachelor's degree required
3 years of experience in a related field
Must be able to work in a team environment
Presentation skills mandatory
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs

Nice To Haves

CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
Master’s degree in accounting or MBA (with an accounting undergraduate degree)
A preferred minimum of 2 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience
Team player with exceptional verbal and written communication skills
Advanced MS Excel skills and strong working knowledge of other MS Office applications
Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential
Possess an uncommon drive and entrepreneurial spirit

Responsibilities

Perform in-depth financial and business analysis to advise clients on maximizing opportunities and minimizing risks related to mergers and acquisitions.
Execute core financial due diligence analyses for buy-side and sell-side engagements, including quality of earnings, quality of net working capital, net debt, cash flow, and profitability analyses, with increasing ownership of discrete workstreams.
Develop clear, well-supported analyses and contribute to high-quality client-ready deliverables.
Collaborate closely with engagement team members to understand transaction objectives, identify key risks and opportunities, and translate complex financial findings into practical insights for clients.
Communicate effectively with internal team members and clients throughout the engagement lifecycle, including participating in management calls, data request discussions, and internal deal reviews.
Contribute to a high-performance, team-oriented culture by seeking feedback, continuously improving technical and professional skills, and supporting the development of junior team members as appropriate.