Transaction Advisory Services Director (Remote)

Status Category:

Full-TimeExempt/Non-Exempt:

ExemptScheduled Hours Per Week:

40Job Code:

AV215About our Business

CBIZ Private Equity Advisory is the dedicated private equity advisory practice

of CBIZ (NYSE: CBZ). We are focused on providing private equity groups

and their related portfolio companies with consulting services and solutions

focused on deal advisory, business optimization, EBITDA enhancement and

performance management & improvement. Our team embraces a collaborative,

client-centric approach to architecting and delivering on projects driven by

ongoing transactions, transitions and transformations across a broad range

of industries. We believe that the diverse perspectives of all our team

members help to drive innovation and transformative results for our business.

We are entrepreneurially minded and operate as a meritocracy, promoting and

compensating team members based upon performance and potential. We are CBIZ

Private Equity Advisory - Invested in You.With over 120 offices and nearly 7,000 associate s throughout the U.S. CBIZ

(NYSE: CBZ) delivers top-level financial and employee business services

to organizations of all sizes, as well as individual clients, by providing

national-caliber expertise combined with highly personalized service delivered

at the local level.

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

2023:

Best and Brightest Companies to Work for in the Nation

Top Workplaces USA

Top Workplaces - Financial Services Industry

Best Brightest Companies in Wellness

Great Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of

the top providers of accounting services in the United States. MHM is an

independent CPA firm that provides audit, review and attest services,

while CBIZ provides business consulting, tax and financial services.About the Practice

CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory,

is the leading national due diligence team for middle market private equity

groups and 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 practice has experienced tremendous growth in recent years - more than

doubling in size in just the past two years. Our team and our culture are

truly what sets us apart from other firms. As such, our people are our

number one priority and working for our firm means something different:

Team members work remotely/virtually from anywhere in the U.S.

You will develop collaborative, lasting professional and personal

relationships with clients regardless of your level.

You will receive meaningful support from firm leadership for substantial

professional development. There will be variety in the clients that you work

with and the deals that you work on.

You will work in an environment and culture where your efforts matter to our

team and clients.

We offer market-leading compensation and a consistent track record of maximum

bonus payout.

Promotions and career advancement are based on ability and talent, not

tenure - our merit-based promotions provide a significant opportunity to

accelerate your career trajectory.

Our unique approach to practice management offers opportunities for 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 place significant emphasis on the value of personal time. 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

prof ssional engagement and personal well-being.

When times get tough, we get tougher - and we stand by our people. We had

100% personnel retention during the pandemic - and we paid out full bonuses

to our team members.

While we want our people to stay with our firm for their entire careers, we

are also realistic. We are committed to advancing your professional skills

and career opportunities wherever they may lead.

If you're looking to join a talented, rapidly growing, entrepreneurially

minded team of M&A professionals where you can be your whole self, make an

impact, advance your skills and deepen your experiences, then consider

joining our Transaction Advisory Services team.About the Role

Our team focuses on providing both buy side and sell side due diligence to

private equity groups and companies across a variety of industries located

throughout the U.S. You will have the opportunity to perform in-depth

business analysis and advise clients on how to maximize opportunities and

minimize risks related to mergers and acquisitions. Your work will drive

recommendations in the context of key business trends, valuation

considerations and deal structuring alternatives.

Essential Functions & Primary Duties

Provide technical and advisory financial and accounting due diligence services

to private equity clients and companies.