#LI-DNI Responsibilities 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 ...
#LI-DNI Responsibilities 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 ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services (TAS): Assist clients in managing and executing financial due diligence, M&A transactions, and portfolio company support, leveraging your expertise in TAS and generalist ...
Quick apply
Transaction Advisory Services (TAS): Assist clients in managing and executing financial due diligence, M&A transactions, and portfolio company support, leveraging your expertise in TAS and generalist ...
Description & Requirements The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national ...
Description & Requirements The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national ...
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
Quick apply
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals.
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
Quick apply
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations
Chicago, IL · On-site
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations
Chicago, IL · On-site
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
Quick apply
GHJ is looking for a Transaction Advisory Services (TAS) - Private Equity Principal WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses ...
Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations
Dallas, TX · On-site
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations
Dallas, TX · On-site
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations ...
Transaction Advisory information
See salary details
$75K - $88.8K
5% of jobs
$88.8K - $102.5K
6% of jobs
$102.5K - $116.3K
7% of jobs
$120.8K is the 25th percentile. Wages below this are outliers.
$116.3K - $130.1K
18% of jobs
$130.1K - $143.9K
11% of jobs
The median wage is $146.9K / yr.
$143.9K - $157.6K
10% of jobs
$157.6K - $171.4K
15% of jobs
$174.5K is the 75th percentile. Wages above this are outliers.
$171.4K - $185.2K
12% of jobs
$185.2K - $199K
4% of jobs
$199K - $212.7K
3% of jobs
$212.7K - $226.5K
9% of jobs
$75K
$152.3K
$226.5K
How much do transaction advisory jobs pay per year?
What is the role of a transaction advisor?
What jobs make $1,000,000 a year?
What is a Transaction Advisory job?
A Transaction Advisory job involves providing strategic financial guidance on mergers, acquisitions, divestitures, and other corporate transactions. Professionals in this role assess financial risks, conduct due diligence, value businesses, and support deal negotiations. They work closely with clients to optimize transaction structures and ensure smooth execution. Typically, they are employed by financial consulting firms, investment banks, or accounting firms.
What are the key skills and qualifications needed to thrive in the Transaction Advisory position, and why are they important?
To thrive in Transaction Advisory, you need a strong background in finance, accounting, and business analysis, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial modeling software, Microsoft Excel, and certifications like CPA or CFA are typically required. Exceptional communication, project management, and client relationship skills help professionals stand out in this advisory role. These abilities are crucial for accurately assessing transactions, guiding clients through complex deals, and ensuring effective team collaboration.
What are some common challenges faced by professionals in Transaction Advisory roles?
Professionals in Transaction Advisory often face challenges such as managing tight deadlines, balancing multiple transactions simultaneously, and adapting to the evolving needs of clients during mergers, acquisitions, or divestitures. The role can involve complex financial analysis, rapidly changing deal structures, and close collaboration with lawyers, accountants, and executives. To succeed, it's important to be comfortable working under pressure, have strong attention to detail, and excel in both independent and team-based environments. Overcoming these challenges not only strengthens analytical and interpersonal skills but also provides excellent career development opportunities within the finance and consulting industries.
How much do transaction advisory associates make?
What do transaction advisory services do?
Full-time
This job post has expired today. Applications are no longer accepted.
CBIZ rating
8.0
Based on 57 frontline employees who took The Breakroom Quiz
11th of 17 rated bookkeepers and accountants
Job description
#LI-DNI
Responsibilities
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.
- Lead day-to-day execution of multiple financial due diligence engagements, managing engagement teams and coordinating directly with targets and clients throughout the transaction process, including oversight of deliverables and delivering findings to clients.
- Apply technical and transaction knowledge and judgement across areas of financial due diligence, including earnings quality, working capital, cash flow, and risk identification.
- Manage competing priorities across engagements by exercising thoughtful prioritization, stepping into detailed execution when needed, and ensuring deadlines and quality standards are met.
- Develop and mentor engagement team members by providing clear direction, feedback, and coaching to support technical growth, professional judgment, and progression within the firm.
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 2-4 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 1-3 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 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
Qualifications
Minimum Qualifications
- Bachelor's degree required
- 5 years of experience in related field
- 3 years of supervisory experience
- Must have and preserve required licenses
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities 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.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987