Transaction Advisory Services Senior Consultant

CBIZ

dental insurance, paid holidays, sick time

United States, Connecticut, New Haven

Dec 21, 2024

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Scheduled Hours Per Week:

Job Code:

FS205FTA

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

CBIZ has been honored to be the recipient of several national recognitions:

Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Top Workplace - Financial Services Industry
Best and Brightest Companies in Wellness
Great Place to Work Certification

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.

Essential Functions and Primary Duties

CBIZ is seeking a Transaction Advisory Senior Consultnat to join our growing and well-established national firm. This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

Responsibilities

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.
Supervise, develop and evaluate staff.
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.

Minimum Qualifications

Bachelor's degree in relevant field
3 years of relevant work experience
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Must possess analytical skills
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
Position requires associate to be in the office at least 3 days/week

The annual salary target for this job in this market is $85,000-$100,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.

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CBIZ.Jobs Category: Advisory

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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