Transaction Advisory Manager

• Locations 185 Asylum St, 25th Floor, Hartford, CT, 06103, US 100 Westminster St, Ste 500, Providence, RI, 02903, US One Citizens Plaza, FL 9, Providence, RI, 02903, US 53 State Street, 17th Floor, Boston, MA, 02109, US 555 Long Wharf Dr, 8th Floor, New Haven, CT, 06511, US (Hybrid)
• Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the "About Us" section.
• Base Range $120,000 - $160,000

• 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 Managing Directors
• 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.

• 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 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 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.

• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• 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
• Proficient use of applicable technology

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…