Audit Senior Manager | Portfolio Companies

1 month ago

Providence RI, United States CBIZ Full time

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  CBIZ is honored to be the recipient of several national recognitions for 2023:    Best and Brightest Companies to Work for in the Nation Top Workplaces USA Top Workplaces – Financial Services IndustryBest and Brightest Companies in Wellness Great Place to Work Certification Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.     Join our growing success story in New England With 300+ professionals in our Boston, MA and Providence, RI locations, we’ve experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.We are seeking a candidate with Big 4 (or equivalent) public accounting audit experience to join and help lead our rapidly growing New England Portfolio Company attest practice. This expanding practice requires a candidate to demonstrate in-depth technical audit and accounting expertise (including complex debt/equity, revenue, consolidation, business combinations) combined with a strong passion for relationship development, all while providing unmatched client service.  Essential Functions and Primary Duties 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.   Minimum Qualifications Required  Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field 8 years experience in public accounting or related field 5 years supervisory experience Must have CPA or equivalent certification Ability to manage all aspects of client engagements 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 or organization, both internally and externally Must be able to travel based on client and business needs.  The annual salary target for this job in this market is $120,000-$200,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.#LI-TV1#LI-Hybrid

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