Audit Director | Portfolio Companies jobs in United States
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CBIZ ยท 1 day ago

Audit Director | Portfolio Companies

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking an Audit Director to build a team focused on audits of private equity and venture capital portfolio companies, develop client relationships, and collaborate with other service lines.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
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H1B Sponsor Likelynote

Responsibilities

Results oriented mindset focused on meeting all client timelines
Desire to build a team focused on audits of private equity and venture capital portfolio companies
Readiness to travel with audit teams as needed based on geographic locations of portfolio companies
Develop and maintain strong client/investment company owner relationships
Ability to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits
Must be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investments
Leverage existing investment company relationships of audit, tax and advisory groups
Supported by local assurance resources and national subject matter experts

Qualification

CPA certificationPrivate equity knowledgePublic accounting experienceSupervisory experienceClient relationship managementTechnology proficiencyCommunication skillsLeadership skills

Required

Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs

Preferred

Master's degree preferred in Accounting, Taxation or related field

Company

CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,

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 Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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Ware H. Grove
SVP & CFO
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Company data provided by crunchbase