Transaction Advisory Senior Consultant

CBIZ

• $95K — $115K *
Boston, MA 02115In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in relevant field
  • 3 years of relevant work experience
  • Professional certifications must be obtained and maintained
  • Strong analytical skills
  • Proficient in relevant technology
  • Effective verbal and written communication
  • Willingness to travel for client and business needs

Responsibilities

  • Conduct financial advisory due diligence for buy-side and sell-side transactions
  • Review financial information to identify trends and quality adjustments
  • Assess working capital and net debt considerations
  • Identify potential liabilities impacting valuation
  • Highlight transaction-related issues for pre- and post-acquisition phases
  • Draft detailed reports on Quality of Earnings and related analyses
  • Supervise and develop junior staff members
  • Collaborate with cross-disciplinary teams during due diligence
  • Communicate effectively with clients, management, and advisors
  • Contribute to training programs and practice compliance

Benefits

  • Hybrid work flexibility
  • Professional development opportunities
  • Collaboration with multidisciplinary teams
  • Engagement with top-tier clients
  • Participation in strategic, high-stakes transactions
Full Job Description
Job Description

#LI-JO1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties
  • 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.


Qualifications

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


* Ladders Estimates

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