Transaction Advisory Services Senior Manager

Job Title

CBIZ's National Transaction Advisory Services, part of CBIZ Private Equity Advisory, is a leading national provider of financial due diligence to middle market private equity sponsors and their portfolio companies.

If you are seeking a high-caliber, rapidly scaling advisory platform with rigorous standards, broad responsibility, and meaningful client impact where you can be your whole self, advance your skills and deepen your experiences, then consider joining our National Transaction Advisory Services team.

About the Role

Our team focuses on providing both buy-side and sell-side financial due diligence to private equity sponsors and companies across a variety of industries located throughout the U.S. You will perform in-depth financial and business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your analyses will directly inform recommendations related to valuation, deal structure, and key transaction risks. This role is demanding and fast-paced, suited for professionals who thrive in high-expectation environments and value strong support, team camaraderie, and exceptional client service.

Responsibilities

• Proactively manage and oversee multiple financial due diligence engagements simultaneously, demonstrating ownership over the completeness and accuracy of our high-quality client deliverables.
• Serve as the face of the team with clients and advisors, leading client relationships with confidence and instilling trust through strong communication, proactive issue identification, and sound judgement.
• Lead detailed review of team analyses and workpapers, while managing engagement timelines, workflows, and internal quality control processes.
• Exercise advanced technical and transaction judgement on complex, deal-specific issues, guiding teams through high-risk or complex areas of diligence.
• Lead presentation of key financial diligence findings, risks, and implications to clients and deal stakeholders, ensuring clarity, judgement and alignment with transaction objectives.
• Develop and coach junior team members through clear direction, feedback, and guidance on both technical and professional skills.

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 3-5 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Senior Manager 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 required
• 7 years of experience in related field
• 5 years supervisory
• Must have and preserve required licenses
• 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