CBIZ · 1 month ago
CFO Advisory Senior Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
7+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The CFO Advisory Senior Manager will support and lead growth-oriented clients during periods of transformation, providing operational accounting and finance support to private equity backed portfolio companies.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
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
Develop and employ actionable plans to achieve set expectations, and communicate results consistently
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
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
7 years of experience in related field
5 years supervisory
Must have and preserve required licenses
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
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 CFO or senior management level individual and M&A activities
Strong project management skills with experience managing multiple work streams simultaneously
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
Paid out substantially full bonuses
High retention during the pandemic
Career advancement based on ability and talent
Merit-based promotions
Opportunities for autonomy and predictability in schedule
Significant emphasis on the value of personal time
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
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
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