Transaction Advisory Services Managing Director

#LI-DNI 

About the Practice

CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments.

Our practice has experienced tremendous growth in recent years – more than doubling in size in just the past few years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different:

• 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.

If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team.

About the Role

Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives.

Essential Functions & Primary Duties

• 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.

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 10 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 3-5 years in the role of Director and/or Senior Director 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 
• 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