Transaction Advisory Services Manager

CBIZ

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

CBIZ is ranked as one of the top providers of accounting services in the United States. With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses. MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

Beginning with the recent acquisitions of CMF Associates and Laurus Transaction Advisors, CBIZ is building a preeminent national private equity focused advisory firm and we’re looking for motivated and entrepreneurially minded transaction advisory professionals interested in advancing in their careers. Our service offering to private equity is broad and second to none and we’re looking for experienced transaction advisory services professionals who want to be a part of a growing national practice that promotes and compensates on the basis of that individuals’ ability and talent. Our team is comprised of experienced CPAs primarily from Big 4 backgrounds committed to serving middle-market private equity firms. If you like the fine details of mergers and acquisitions, consider CBIZ TAS. We are seeking an experienced professional to contribute to the continued growth and development of our client-centric firm.

Essential Functions and Primary Duties

Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
Responsible for engagement management, including preparing and presenting accounting findings and concepts.
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
Contribute significantly to the development and training of junior staff members.
Possess the ability to review and critique project databooks and reports prepared by engagement team members.
Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Partners.
Work on multiple projects of varying size and complexity.
Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.

Preferred Qualifications

A minimum of 4-6 years of applicable work experience including experience in one of the following (preferably with a Big 4 public accounting firm or other top ten national firm): financial audit, transaction advisory services, investment banking, financial consulting or other M&A experience.
A minimum of 1-3 years of experience in the transaction advisory services practice of a Big 4 firm or other top ten national firm, including experience in the role of Manager within a transaction advisory services practice.
Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project.
Advanced MS Excel skills and strong working knowledge of other MS Office applications
Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential.
Strong verbal and written communication skills.
Experience working in a fast-paced environment and ability to manage multiple projects and deadlines.
Consistently display leadership capabilities.
Possess an uncommon drive and entrepreneurial spirit.

Minimum Qualifications

Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
6 years of experience in public accounting or related field
3 years of supervisory experience preferred
Licensed CPA/equivalent certification is preferred
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
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

Transaction Advisory Services Senior – Restructuring Services

Our Transaction Advisory Services (TAS) team works with clients to manage their capital agenda to drive competitive advantage and increased returns. As part of a global team of 10,000 professionals in 100 countries, you will advise clients on preserving, optimizing, raising or investing capital. Major groups (or, as we call them, sub-service lines and competencies) within TAS include Mergers and Acquisition Services, Project Finance, Restructuring Services, Operational Transaction Services, Transaction Support, Transaction Tax, and Valuation and Business Modeling.

Our global network of Restructuring Services professionals helps clients develop financial and operational strategies to improve liquidity, credit availability and shareholder return. Join this team and you will help clients evaluate capital options, capture greater transaction value and achieve strategic objectives – whether they are buying or selling a distressed asset, restructuring a business or dealing with underperformance, or looking to improve cash management.

With so many offerings, you have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

Senior Associate, Transaction Advisory Services

DUFF AND PHELPS, LLC

Our professionals balance analytical skills, deep market insight and independence to deliver solid, defensible analysis and practical advice to our clients. As an organization, we think globally. We create transparency in an opaque world, and we encourage our people to do the same. That means when you take your place on our team, you’ll discover a supportive and collaborative work environment that empowers you to excel. If you’re ready to share your perspective with the world, then you can make a real impact here. This is the Duff & Phelps difference.Duff & Phelps’ Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.

At Duff & Phelps, your work will help protect, restore and maximize value for our clients. Join us and together we’ll maximize the value of your career.

RESPONSIBILITIES:

Examining historical trends and discussing significant fluctuations and non-recurring items between periods
Assisting in identifying issues for purchase price reductions, deal restructuring, or deal termination
Identifying post-acquisition steps to achieve anticipated earnings/cash flow improvements
Assisting clients in identifying pre and post-acquisition transaction issues
Identifying new business opportunities and developing long-term business relationships
Managing and contributing to complex areas of the report-writing process

REQUIREMENTS:

Minimum of 2 years related accounting or finance work experience
Bachelor’s in Accounting, Finance or other relevant discipline, or an MBA
Public accounting experience
Financial Due Diligence for private equity and strategic buyers
Demonstrated superior analytical and problem solving skills
Demonstrated interpersonal and client relationships skills
Proven written and verbal communication skills
Demonstrated proficiency in Microsoft Office, with focus on Word and Excel
Flexibility to travel, as needed

Transaction Advisory Services Senior / Manager

The Execu|Search Group

About the Opportunity: A professional services firm in New York City is currently seeking an experienced professional to join their growing staff as their Transaction Advisory Services Senior / Manager. In this role, the Transaction Advisory Services Senior / Manager will be responsible for focusing on buy-side and sell-side financial due diligence, working capital assistance, and divestitures.

Job Description

The Transaction Advisory Services Senior / Manager will be responsible for:

Performing and/or managing challenging Transaction Advisory Services engagements (financial due diligence)
Participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers
Assisting or managing teams to generate a vision; establishing direction & motivate members; creating an atmosphere of trust; and, leveraging diverse views
Developing and delivering quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations
Identifying business opportunities and enhancing the go- to market strategies
Overseeing the work, leading engagements, and guiding team members to ensure quality best practices

Required Skills

3+ years of relevant work experience
Bachelor’s Degree in a related field
Experience with: Audit (Financial); Cash Flows; Due Diligence; Financial Analysis; and, Mergers & Acquisitions
Previous experience working within a Big 4, National, and/or Regional firm
Successful track record of participating in a Transaction Advisory Service Practice (financial due diligence)
Knowledge of the Private Equity Groups ( PEG)
Solid problem solving and time management skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized