CBIZ Advisory Services · 3 hours ago
CFO Advisory Manager
United States
Full-time
Remote
Senior Level
6+ years expCBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The CFO Advisory Manager will provide operational accounting and finance support to private equity backed portfolio companies, focusing on enhancing value creation and client service during periods of transformation.
Accounting
Hiring Manager
Claire Prado
Responsibilities
Provide core operational accounting, financial reporting including post-acquisition optimization and prep-for-audit, among other services, for our fast-growing private equity backed companies
Prepare core financial information, models and analyses relative to the engagement requirements/expectations
Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables
Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead
Take ownership of the functional work, which could include post-acquisition accounting/finance process optimization, preparation for audit, inventory costing improvement, sell-side support, etc
With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication
Qualification
Required
Bachelor's degree required
6 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
Preferred
Master's degree in accounting or MBA (with an accounting or finance undergraduate degree), a plus
Team player with exceptional verbal and written communication skills
Self-motivated and demonstrated ability to learn and succeed in a fast-paced and evolving work environment are essential
Strong analytical and presentation skills with a confident professional presence
Strong comprehension of US GAAP and exposure to senior management level personnel
Strong project management and organizational skills
High degree of accuracy and efficiency with attention to detail
Self-starter and proactive with an aptitude for continuous improvement
Possess an uncommon drive for results and value and an entrepreneurial spirit
Benefits
Unique and comprehensive compensation package
Maximum bonus payout
Flexibility at work
Opportunities to enjoy evenings and weekends
Critical to each team member’s professional engagement and personal well-being
Company
CBIZ Advisory Services
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
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