Transaction Advisory Associate II

Job Description

• Conduct financial advisory due diligence in buy-side and sell-side transactions.
• Review target company financial information and other data to identify:
• Historical and projected financial, operating and commercial trends.
• Quality of earnings adjustments.
• Working capital and net debt considerations.
• Potential liabilities and risks which impact valuation and negotiation of the target company.
• Identify pre- and post-acquisition transaction issues in the context of financial due diligence.
• Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
• Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
• Liaise with other disciplines (tax) working on the due diligence projects.
• Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
• Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

• Conduct financial advisory due diligence in buy-side and sell-side transactions.
• Review target company financial information and other data to identify:
• Historical and projected financial, operating and commercial trends.
• Quality of earnings adjustments.
• Working capital and net debt considerations.
• Potential liabilities and risks which impact valuation and negotiation of the target company.
• Identify pre- and post-acquisition transaction issues in the context of financial due diligence.
• Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
• Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
• Liaise with other disciplines (tax) working on the due diligence projects.
• Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
• Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

• High School Diploma or GED equivalent required; bachelor's degree preferred
• 1 year of relevant experience
• Must be able to work in a team environment
• 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

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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.