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CBIZ, Inc.

via Taleo

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Transaction Advisory Services Senior Manager (Remote)

Anywhere
full-time
Posted 8/8/2025
Direct Apply
Key Skills:
CPA
GAAP
Financial Audit
Investment Banking
Financial Due Diligence
Corporate Finance
Financial Consulting
M&A Experience
Communication Skills
MS Excel
MS Office
Team Player
Self-Motivated
Analytical Skills
Presentation Skills
Deadline Management
Technology Proficiency

Compensation

Salary Range

$140K - 185K a year

Responsibilities

Manage multiple engagement teams and coordinate with clients throughout the transaction process, overseeing deliverables and presenting findings. Provide technical and advisory financial and accounting due diligence services to private equity clients and companies.

Requirements

A minimum of 7 years of experience in a related field is required, including 5 years of supervisory experience. Candidates should possess a CPA, a Master's degree in accounting or an MBA, and have experience in transaction advisory services.

Full Description

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Responsibilities Manage multiple engagement teams and coordinate with clients throughout the transaction process including oversight of deliverables and delivering findings to clients. Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. Perform 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. Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts. Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition. Preferred Qualifications CPA 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 3-5 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 A minimum of 3-5 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Senior Manager within that practice. 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 Minimum Qualifications Bachelor’s degree required 7 years experience in related field 5 years supervisory experience Must have and preserve required licenses Must be able to work in a team environment Presentation skills mandatory 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 Must be able to travel based on client and business needs In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $140,000-$185,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. The application window is anticipated to close on or before October 31, 2025. We do encourage that you apply to this position as soon as possible. #LI-DNI

This job posting was last updated on 8/10/2025

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