CBIZ Advisory Services · 2 weeks ago
Interim Finance Talent
United States
Contract
Remote
Senior Level, Lead/Staff, Director/Executive
10+ years expCBIZ Private Equity Advisory is expanding its network of finance professionals to support privately held clients with high-impact interim leadership roles. The role involves leading critical finance initiatives, managing accounting functions, and ensuring compliance while collaborating closely with private equity sponsors and portfolio company leadership.
Accounting
Responsibilities
With the support of our broader practice, lead post-close financial integration efforts for private equity-backed companies, including enhancing reporting structures, cash management, KPI development, and operational finance processes
Manage and enhance month-end close processes, ensuring accuracy, efficiency, and compliance with financial reporting requirements
Oversee day-to-day internal accounting functions, providing hands-on leadership to finance teams and driving best practices
Prepare and present financial reports, board materials, and investor communications for executive leadership and sponsors
Develop and implement strategic finance initiatives to drive profitability, scalability, and operational improvements
Support financial planning, budgeting, and forecasting efforts to align with growth and investment objectives
Ensure compliance with financial and regulatory requirements, including lender reporting, covenant compliance, and audit readiness
Act as a trusted advisor to portfolio company executives and private equity sponsors
Qualification
Required
Bachelor's or Master's degree in Accounting, Finance, or related field; CPA or MBA preferred
10+ years of progressive experience in finance leadership roles, with at least 5 years as a Controller, VP of Finance, or CFO
Direct experience in PE-backed companies, including working with sponsors, lenders, and M&A teams
Strong understanding of post-close balance sheet adjustments, valuation workstreams, and transaction accounting
Ability to travel based on client needs and location
Preferred
CPA or MBA preferred
Public accounting foundation and broad industry experience are a plus
Company
CBIZ Advisory Services
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
10001+ employees
H1B Sponsorship
CBIZ Advisory Services 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
2023 (1)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
Company data provided by crunchbase