- 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 Certification
- Team members can 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 professional 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.
- Provide technical and advisory financial and accounting due diligence services to private equity clients and companies.
- Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks.
- Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts.
- 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 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
- 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
- Bachelor's degree required
- 3 years of experience in related field
- Must be able to work in a team environment
- Presentation skills mandatory
- Must possess analytical skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
- Must be able to travel based on client and business needs
-
Associate/Senior Associate
3 weeks ago
BG Staffing Inc Dallas, United StatesBGSF is representing a private equity client in Dallas/Fort Worth area seeking to hire Associate/Sr Associate within Fund Accounting team. Hybrid work schedule and opportunity to work with dynamic team · Targeting individual with 2-6 years of Fund Accounting experience within an ...
-
Senior Associate
3 weeks ago
Corebridge Financial Inc. Dallas, United StatesWho we are · Corebridge Institutional Investments' Private Credit Group ("PCG") invests on behalf of Corebridge Financial's life & retirement insurance companies. PCG manages a $27 billion portfolio across several asset classes, including Corporate Privates ("CP"), Infrastructure ...
-
Senior Associate, Turnaround
3 weeks ago
Ankura Dallas, United States Full timeAnkura is a team of excellence founded on innovation and growth. · Ankura Turnaround & Restructuring Practice Overview · An underperforming or distressed company can often face tight liquidity constraints, unprofitable business units, and adverse industry conditions. Ankura advis ...
-
Senior Administrative Associate
1 day ago
University of North Texas System Dallas, United StatesTitle: Senior Administrative Associate · Employee Classification: Senior Administrative Assoc · Campus: University of North Texas - Dallas · Division: DAL-Academic Aff & Stdnt Success · SubDivision-Department: DAL-UNT Dallas College of Law · Department: DAL-College of Law-517000 ...
-
Assurance Senior Associate
3 weeks ago
BDO Dallas, United States Full timeJob Summary: · The National Independence Senior Associate – Premier Private Equity (PE) Support joins a Manager and Director who together support the firm's independence with respect to its Premier Private Equity (PE) client relationships. The Senior Associate works closely with ...
-
Senior Associate
18 hours ago
IQEQ Dallas, United StatesJob Description · You will be working directly with leading private equity and asset management firms in the alternative asset industry under the guidance and direction from our experienced team of industry veterans. You will be facilitating our service offering by assisting, per ...
-
Senior Associate
5 days ago
IQ-EQ Dallas, United StatesCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...
-
Senior Associate
1 week ago
IQ-EQ Dallas, United StatesJob Description · Job DescriptionCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administrati ...
-
Senior Associate
6 days ago
IQ-EQ Dallas, United StatesJob Description · Job DescriptionCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administrati ...
-
Senior Associate Attorney
5 days ago
Chamblee Ryan, P.C. Dallas, United StatesChamblee Ryan, PC is a mid-sized defense litigation firm dedicated to providing individualized, high-quality legal services to insurance companies and their insureds in a wide variety of litigation and coverage matters. We are currently looking for attorneys with 5+ years' experi ...
-
Associate Director/Senior Associate
5 days ago
NAIOP SoCal Dallas, United StatesAs one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehic ...
-
Tax Senior Associate
3 days ago
Calvetti Ferguson Dallas, United StatesThe Tax Senior Associate will supervise and guide the daily activities of tax associates and interns. To accomplish that, the ideal candidate must have a technical background in partnership, S corporation, C corporation, and individual tax returns. The candidate will have the abi ...
-
Tax Senior Associate
3 weeks ago
Weaver Dallas, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entr ...
-
Senior Tax Associate
3 weeks ago
Andersen Dallas, United StatesUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive g ...
-
Senior Regulatory Associate
3 weeks ago
University of Texas Southwestern Medical Center Dallas, United StatesUT Southwestern, one of the nation's top Academic Medical Centers, is seeking a dynamic Senior Regulatory Associate in our prestigious Surgical Services department. Requires 3 years related experience; previous experience on an IRB/IACUC and knowledge of regulations governing hum ...
-
Corporate Tax Senior Associate
5 days ago
Grant Thornton Dallas, United States Full timeAs the Corporate Tax Senior Associate, you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support) projects. The Corporate Tax Solutions Fami ...
-
Tax Senior Associate
3 weeks ago
Weaver Dallas, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entr ...
-
Senior Sales Associate
3 weeks ago
TMG Inc. Dallas, United StatesJob Description · Job DescriptionBenefits:Bonus based on performance · Training & development · Benefits/PerksCompetitive wages · Hourly + Commissions + Bonuses · Career Growth Opportunities · Fun and Energetic Environment · Ongoing training · Travel Opportunity · Job Summary · W ...
-
Senior Sales Associate
1 week ago
TMG INC Dallas, United StatesJob Description · Job DescriptionBenefits:Competitive salary · Opportunity for advancement · Training & development · Benefits/PerksCompetitive wages BASE PLUS COMMISSIONS · Career Growth Opportunities · Fun and Energetic Environment · Ongoing training · Job Summary · We are seek ...
-
Senior Research Associate, Pediatrics
1 week ago
UT Southwestern Dallas, United States Full timeJob Summary · The Department of Pediatrics is seeking a highly motivated Senior Research Associate with excellent attention to detail and organizational skills to join Dr. Keri Drake's laboratory. Dr. Drake's research involves studying the genetic and molecular regulation of kid ...
Transaction Advisory Services Senior Associate - Dallas, United States - CBIZ
![CBIZ background](https://contents.bebee.com/companies/us/cbiz/background-QA8yr.png)
Description
About our BusinessCBIZ 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:
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.
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.
Responsibilities
The annual salary target for this job in this market is $112,000-$151,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
The application window is anticipated to close on or before July 1, 2024. We do encourage that you apply to this position as soon as possible.
#LI-DNI