Transaction Advisory Services Senior Associate

#LI-DNI

About National TAS 

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. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our business has scaled rapidly in recent years, with sustained year-over-year growth and a clear trajectory for continued expansion. Our people and culture are truly what differentiate us in the market. We aren’t just another FDD practice. We invest heavily in our people and processes and operate differently from traditional advisory models:

• Team members operate in a fully remote model across the continental U.S.
• You will develop collaborative, lasting professional and personal relationships with clients regardless of your level.
• You will receive meaningful support and coaching from firm leadership focused on accelerating your development.
• You will gain exposure to a broad range of clients, industries, and transaction types.
• You will work in a performance-driven environment where individual contributions materially influence outcomes on our team and with our clients.
• We offer market-leading compensation and a consistent track record of maximum bonus payout, reflecting the stability and performance of our business.
• Advancement is merit-based, with promotion timelines driven by performance, judgment, and readiness rather than tenure – our merit-based promotions provide a significant opportunity to accelerate your career trajectory.
• Our unique business model is designed to provide both autonomy and consistency in schedule from week-to-week – allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
• We are intentional about career sustainability and recognize that long-term performance requires balance We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member’s professional engagement and personal well-being.

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.

Essential Functions and Primary Duties

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.

• Execute core financial due diligence analyses for buy-side and sell-side engagements, including quality of earnings, quality of net working capital, net debt, cash flow, and profitability analyses, with increasing ownership of discrete workstreams.
• Develop clear, well-supported analyses and contribute to high-quality client-ready deliverables.
• Collaborate closely with engagement team members to understand transaction objectives, identify key risks and opportunities, and translate complex financial findings into practical insights for clients.
• Communicate effectively with internal team members and clients throughout the engagement lifecycle, including participating in management calls, data request discussions, and internal deal reviews.
• Contribute to a high-performance, team-oriented culture by seeking feedback, continuously improving technical and professional skills, and supporting the development of junior team members as appropriate.

Preferred Qualifications

• CPA (or meets the criteria to sit for the CPA exam) 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 2 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 
• 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
• 3 years of experience in related field
• Must be able to work in a team environment
• Presentation skills mandatory
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Must be able to travel based on client and business needs