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Transaction Advisory Services Director (Remote)
Transaction Advisory Services Director (Remote)-March 2024
Denver
Mar 28, 2026
About Transaction Advisory Services Director (Remote)

  Status Category:Full-Time

  Exempt/Non-Exempt:Exempt

  Scheduled Hours Per Week:40

  Job Code:AV215

  About our BusinessCBIZ Private Equity Advisory is the dedicated private equity advisory practiceof CBIZ (NYSE: CBZ). We are focused on providing private equity groupsand their related portfolio companies with consulting services and solutionsfocused on deal advisory, business optimization, EBITDA enhancement andperformance management & improvement. Our team embraces a collaborative,client-centric approach to architecting and delivering on projects driven byongoing transactions, transitions and transformations across a broad rangeof industries. We believe that the diverse perspectives of all our teammembers help to drive innovation and transformative results for our business.We are entrepreneurially minded and operate as a meritocracy, promoting andcompensating team members based upon performance and potential. We are CBIZPrivate 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 servicesto organizations of all sizes, as well as individual clients, by providingnational-caliber expertise combined with highly personalized service deliveredat the local level.CBIZ has been honored to be the recipient of several national recognitions:2022 Best and Brightest Companies to Work for in the Nation2023 Top Workplaces USA2022 America's Best Mid-Size Employers2022 Best and Brightest Companies in Wellness2022 Great Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one ofthe top providers of accounting services in the United States. MHM is anindependent CPA firm that provides audit, review and attest services,while CBIZ provides business consulting, tax and financial services.About the PracticeCBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory,is the leading national due diligence team for middle market private equitygroups and companies. Our team of M&A professionals has deep experiencehelping our clients make well-informed decisions that have a big impact ontheir investments.Our practice has experienced tremendous growth in recent years - more thandoubling in size in just the past two years. Our team and our culture aretruly what sets us apart from other firms. As such, our people are ournumber 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 personalrelationships with clients regardless of your level.You will receive meaningful support from firm leadership for substantialprofessional development. There will be variety in the clients that you workwith and the deals that you work on.You will work in an environment and culture where your efforts matter to ourteam and clients.We offer market-leading compensation and a consistent track record of maximumbonus payout.Promotions and career advancement are based on ability and talent, nottenure - our merit-based promotions provide a significant opportunity toaccelerate your career trajectory.Our unique approach to practice management offers opportunities for autonomyand consistency in schedule from week-to-week - allowing our people to betterplan their work activities and personal lives. Business travel requirementsare minimal.We place significant emphasis on the value of personal time. We understandthat professional opportunities and advancement are important to you, butthat time for family, friends and personal pursuits are essential to yourlife and overall fulfillment. Making sure that team members have flexibilityat work, opportunities to enjoy evenings and weekends and to trulydisconnect for holidays and time off is critical to each team member'spr fessional engagement and personal well-being.When times get tough, we get tougher - and we stand by our people. We had100% personnel retention during the pandemic - and we paid out full bonusesto our team members.While we want our people to stay with our firm for their entire careers, weare also realistic. We are committed to advancing your professional skillsand career opportunities wherever they may lead.If you're looking to join a talented, rapidly growing, entrepreneuriallyminded team of M&A professionals where you can be your whole self, make animpact, advance your skills and deepen your experiences, then considerjoining our Transaction Advisory Services team.

  About the RoleOur team focuses on providing both buy side and sell side due diligence toprivate equity groups and companies across a variety of industries locatedthroughout the U.S. You will have the opportunity to perform in-depthbusiness analysis and advise clients on how to maximize opportunities andminimize risks related to mergers and acquisitions. Your work will driverecommendations in the context of key business trends, valuationconsiderations and deal structuring alternatives.Essential Functions & Primary DutiesProvide technical and advisory financial and accounting due diligence servicesto private equity clients and companies.Actively manage projects by driving timelines forward, conducting frequentteam check-ins, managing project budgets, and review of projectanalyses, issues and deliverables.Manage multiple engagements and teams at a time.

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