CBIZ · 5 hours ago
Technical & Transactional Accounting Senior Consultant
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
3+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide, delivering specialized accounting advisory services. The Technical Accounting Senior Consultant will support clients through complex accounting and financial reporting matters while mentoring junior team members and managing advisory projects.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Catherine Richenburg
Responsibilities
Support and manage technical accounting advisory projects involving revenue recognition (ASC 606), stock-based compensation, business combinations, goodwill, leases (ASC 842), and financial reporting
Assist in drafting financial statements, preparing footnotes, and performing quarterization procedures including flux analysis and support for cash flow reporting
Set up and review workpapers and calculations related to ASC 340-40, earnings per share, stock-based compensation, and internally developed software
Perform technical research using resources such as FASB Codification, SEC/EDGAR, Intelligize, and Big 4 guidance to support client deliverables
Draft components of technical accounting memos and other workpapers with supervision
Lead assigned workstreams or components of a project, managing internal timelines and contributing to overall project success
Collaborate with client personnel and internal team members to deliver high-quality outcomes and maintain strong client relationships
Mentor and review work of Staff Consultants, providing feedback and supporting their development
Identify opportunities to improve client processes and suggest practical solutions
Participate in training sessions, internal initiatives, and knowledge sharing activities
Recognize and communicate opportunities to provide additional services to clients
Qualification
Required
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
Proficiency in MS office products, including Excel, Word and PowerPoint is required
Preferred
Bachelor's degree in Accounting, Finance, or a related field required; CPA or progress toward CPA strongly preferred
MBA/MS/MA degree is a plus
3+ years of relevant experience in public accounting, consulting, or a corporate accounting role
Strong knowledge of U.S. GAAP, with exposure to ASC606, ASC 842, ASC 805, ASC 340-40, and stock-based compensation
Knowledge of IFRS standards is a plus
Prior experience drafting financial statements and technical memos is preferred
Ability to manage components of client engagements and meet deadlines with limited supervision
Experience with accounting software tools such as NetSuite, Carta, and Workiva is a plus
Experience working with AI-powered tools or data analytics platforms to enhance decision-making or streamline workflow processes
Demonstrated ability to quickly learn and adapt to new technologies, tools, and platforms relevant to accounting and financial reporting
Innovative mindset with a track record of proposing or implementing tech-enabled improvements in accounting or reporting environments
Strong Excel skills and familiarity with data analysis or workflow tools is desirable
Excellent verbal and written communication skills, with the ability to explain technical concepts clearly
Strong organizational skills and attention to detail
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
Company data provided by crunchbase