Here are sample job postings for Transaction & Financial Advisory roles...

Transaction Advisory Services Manager


With over 100 offices and nearly 5,000 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. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

CBIZ is ranked as one of the top providers of accounting services in the United States. With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses. MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

Beginning with the recent acquisitions of CMF Associates and Laurus Transaction Advisors, CBIZ is building a preeminent national private equity focused advisory firm and we’re looking for motivated and entrepreneurially minded transaction advisory professionals interested in advancing in their careers. Our service offering to private equity is broad and second to none and we’re looking for experienced transaction advisory services professionals who want to be a part of a growing national practice that promotes and compensates on the basis of that individuals’ ability and talent. Our team is comprised of experienced CPAs primarily from Big 4 backgrounds committed to serving middle-market private equity firms. If you like the fine details of mergers and acquisitions, consider CBIZ TAS. We are seeking an experienced professional to contribute to the continued growth and development of our client-centric firm.

Essential Functions and Primary Duties

  • Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
  • Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
  • Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
  • Responsible for engagement management, including preparing and presenting accounting findings and concepts.
  • Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
  • Contribute significantly to the development and training of junior staff members.
  • Possess the ability to review and critique project databooks and reports prepared by engagement team members.
  • Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Partners.
  • Work on multiple projects of varying size and complexity.
  • Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.

Preferred Qualifications

  • A minimum of 4-6 years of applicable work experience including experience in one of the following (preferably with a Big 4 public accounting firm or other top ten national firm): financial audit, transaction advisory services, investment banking, financial consulting or other M&A experience.
  • A minimum of 1-3 years of experience in the transaction advisory services practice of a Big 4 firm or other top ten national firm, including experience in the role of Manager within a transaction advisory services practice.
  • Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project.
  • Advanced MS Excel skills and strong working knowledge of other MS Office applications
  • Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential.
  • Strong verbal and written communication skills.
  • Experience working in a fast-paced environment and ability to manage multiple projects and deadlines.
  • Consistently display leadership capabilities.
  • Possess an uncommon drive and entrepreneurial spirit.

Minimum Qualifications

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
  • 6 years of experience in public accounting or related field
  • 3 years of supervisory experience preferred
  • Licensed CPA/equivalent certification is preferred
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • 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

Transaction Advisory Services Senior – Restructuring Services


Our Transaction Advisory Services (TAS) team works with clients to manage their capital agenda to drive competitive advantage and increased returns. As part of a global team of 10,000 professionals in 100 countries, you will advise clients on preserving, optimizing, raising or investing capital. Major groups (or, as we call them, sub-service lines and competencies) within TAS include Mergers and Acquisition Services, Project Finance, Restructuring Services, Operational Transaction Services, Transaction Support, Transaction Tax, and Valuation and Business Modeling.

Our global network of Restructuring Services professionals helps clients develop financial and operational strategies to improve liquidity, credit availability and shareholder return. Join this team and you will help clients evaluate capital options, capture greater transaction value and achieve strategic objectives – whether they are buying or selling a distressed asset, restructuring a business or dealing with underperformance, or looking to improve cash management.

With so many offerings, you have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

Associate – Financial Advisory Services ( Transaction Opinions)

Houlihan Lokey


Houlihan Lokey (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for all U.S. transactions, the No. 1 global restructuring advisor, and the No. 1 global M&A fairness opinion advisor over the past 20 years, according to Thomson Reuters.


As the No. 1 global M&A fairness opinion advisor over the past 20 years, Houlihan Lokey enjoys industry-leading credibility in transaction opinions. Our dedicated Transaction Opinions group delivers fairness, solvency and valuation advisory services across a variety of situations including mergers, acquisitions, divestitures/spin-offs, recapitalizations, restructurings and activist shareholder situations. We provide advice to boards of directors, special committees and other constituents in valuing complex businesses and securities, understanding critical transaction issues, considering alternatives and rendering transaction opinions.

Job Description

We are looking for an Associate to be part of a dedicated team that focuses on complex analytics, financial models and valuation – and works hand-in-hand with other teams within our firm (i.e. M&A, industry groups, etc.) to deliver investment banking services to clients. Our Associates also work on stand-alone fairness, solvency and transaction-based valuation opinions. Associates support engagements and new business development by:

  • Analyzing and explaining historical and projected financial information;
  • Performing business and financial due diligence;
  • Valuing companies, businesses and securities;
  • Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities);
  • Preparing board/special committee presentations supporting advice and opinions;
  • Helping pitch engagements and participating in business development initiatives; and
  • Building relationships and maintaining direct contact with current and prospective clients.


The ideal candidate would possess the following qualities and background

  • Prior investment banking, valuation or related experience
  • Advanced accounting, finance, financial modeling and analytical abilities
  • Excellent oral and written communication skills
  • Experience managing analysts or other personnel
  • Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
  • Have a very strong work ethic, organizational skills and ability to multi-task

Additional consideration will be given to candidates who possess:

  • An undergraduate degree with academic distinction and/or a graduate degree;
  • At least three years of experience in financial services with at least one year of investment banking, valuation or related experience;
  • A demonstrated ability to work cooperatively with all levels of staff

Consulting Manager, Financial Advisory

Huron Consulting Group Inc.

Our Financial Advisory team advises client companies on restructuring & turnaround, performance improvement and commercial dispute advisory engagements. We work consistently in middle market and have expertise across industries including industrials, retail and consumer goods, energy, healthcare. We are seeking a Manager to join our Financial Advisory team in New York or Dallas.

The multi-faceted role you’ve been looking for… Managers play a vibrant, integral role at Huron. Their invaluable knowledge reflects in the projects they manage and the teams they lead. Managers build long-standing partnerships with clients, while collaborating with colleagues to solve their most important challenges. As a Manager, you’ll structure and develop work plans, complete complex models and conduct analysis, develop and expand client relationships and mentor junior staff on the engagement team. This benefits Huron profoundly as it promotes a culture of respect, unity, collaboration, and personal achievement.

Our environment inspires and rewards growth… Huron is big enough to offer the opportunity and exposure you need for your career growth—but small enough to give you individual attention for your professional development. Every Manager adds to who we are as an organization—and the more you evolve, the more we do.

Let’s get to work – together.



  • Minimum of 5 years’ experience in the areas of restructuring & turnaround, performance improvement or corporate finance consulting
  • Demonstrate a high-level of proficiency with: 13 week cash flow forecast, integrated 3 statement financials, financial reporting (monthly operating reports, statements & schedules), operational improvement and overhead analysis, and pitchbook preparation
  • Strong project and client management skills and ability to think strategically and help clients assess their problems
  • BS/BA degree in Accounting, Finance or Economics and
  • Willingness to travel 80-100% of the time


  • MBA or advanced degree preferred
  • Have or working toward one or more of the following certifications: CPA, CIRA, CTP, CFA, CDB

About Huron:

At Huron, we’re redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client’s challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work…together.

Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.

Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.

Financial Advisory Associate or Vice President


Our client, an independent investment banking and strategic advisory firm, is looking to add an associate and Vice President to their New York restructuring team. The ideal candidate has 3-8 years experience in a comparable restructuring group and an MBA or similar degree in Finance or Accounting. See below for additional details.

Responsibilities Include:

  • Provide support to teams during client engagements
  • Develop integrated financial modeling/projections, 13 week cash flow budgets, and other support as needed
  • Prepare preliminary financial statement analysis of financials
  • Draft and participate in the preparation of client reports
  • Perform research on companies and industries to assist in the development and critique of client business plans and in preparation for new client proposals
  • Gather and present information on industries, companies, and competitive environments
  • Interact with clients, potential investors, attorneys and others as required
  • Respond in a timely manner to requests for data, research, analyses, etc. as needed
  • Preparation of pitch materials

Technical Skills:

  • Strong organizational, written, communication and presentation skills
  • Strong financial modeling and accounting skills and an understanding of key financial analyses (ratios, bridges, sensitivity analyses, etc.)
  • Strong understanding of income statements, balance sheets and cash statements
  • Strong forecasting capabilities including integrated model (IS/BS/SCF/Debt)
  • Proficiency in Excel, PowerPoint, etc.

Soft Skills:

  • Ability to manage multiple competing priorities in a lean-team, results-based, interactive environment
  • Excellent interpersonal and communications skills in order to successfully interact with all levels of constituents and stakeholders
  • Comfortable organizing, synthesizing, and presenting data to team members and/or clients
  • Ability to quickly grasp understanding of client operations/processes/business objectives
  • Comfortable in challenging client situations
  • Ability to work under deadlines, prioritize and multi-task
  • Appropriately handle confidential and sensitive information; proven exemplary work ethic
  • Ability to complete tasks with limited supervision


  • 3-8 years of work experience in restructuring advisory, management consulting, investment banking, accounting, corporate finance, or private equity. Ideal candidate will have turnaround experience from prior employment
  • BA/BS or MBA in Finance or Accounting; MBA or similar graduate degree
  • Demonstrated understanding of managerial accounting and relationships of income statement/balance sheet/statement of cash flows
  • Additional business experiences a plus

Senior Associate, Transaction Advisory Services


Our professionals balance analytical skills, deep market insight and independence to deliver solid, defensible analysis and practical advice to our clients. As an organization, we think globally. We create transparency in an opaque world, and we encourage our people to do the same. That means when you take your place on our team, you’ll discover a supportive and collaborative work environment that empowers you to excel. If you’re ready to share your perspective with the world, then you can make a real impact here. This is the Duff & Phelps difference.Duff & Phelps’ Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.

At Duff & Phelps, your work will help protect, restore and maximize value for our clients. Join us and together we’ll maximize the value of your career.


  • Examining historical trends and discussing significant fluctuations and non-recurring items between periods
  • Assisting in identifying issues for purchase price reductions, deal restructuring, or deal termination
  • Identifying post-acquisition steps to achieve anticipated earnings/cash flow improvements
  • Assisting clients in identifying pre and post-acquisition transaction issues
  • Identifying new business opportunities and developing long-term business relationships
  • Managing and contributing to complex areas of the report-writing process


  • Minimum of 2 years related accounting or finance work experience
  • Bachelor’s in Accounting, Finance or other relevant discipline, or an MBA
  • Public accounting experience
  • Financial Due Diligence for private equity and strategic buyers
  • Demonstrated superior analytical and problem solving skills
  • Demonstrated interpersonal and client relationships skills
  • Proven written and verbal communication skills
  • Demonstrated proficiency in Microsoft Office, with focus on Word and Excel
  • Flexibility to travel, as needed

Transaction Advisory Services Senior / Manager

The Execu|Search Group

About the Opportunity: A professional services firm in New York City is currently seeking an experienced professional to join their growing staff as their Transaction Advisory Services Senior / Manager. In this role, the Transaction Advisory Services Senior / Manager will be responsible for focusing on buy-side and sell-side financial due diligence, working capital assistance, and divestitures.

Job Description

The Transaction Advisory Services Senior / Manager will be responsible for:

  • Performing and/or managing challenging Transaction Advisory Services engagements (financial due diligence)
  • Participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers
  • Assisting or managing teams to generate a vision; establishing direction & motivate members; creating an atmosphere of trust; and, leveraging diverse views
  • Developing and delivering quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations
  • Identifying business opportunities and enhancing the go- to market strategies
  • Overseeing the work, leading engagements, and guiding team members to ensure quality best practices

Required Skills

  • 3+ years of relevant work experience
  • Bachelor’s Degree in a related field
  • Experience with: Audit (Financial); Cash Flows; Due Diligence; Financial Analysis; and, Mergers & Acquisitions
  • Previous experience working within a Big 4, National, and/or Regional firm
  • Successful track record of participating in a Transaction Advisory Service Practice (financial due diligence)
  • Knowledge of the Private Equity Groups ( PEG)
  • Solid problem solving and time management skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized