CFO Advisory Manager

4 weeks ago

Philadelphia, Pennsylvania, United States CBIZ Full time
About Our Practice

At CBIZ Private Equity Advisory, we are a premier finance and accounting consultancy for middle market private equity groups and companies. Our team of talented professionals have operational accounting, Controllership, CFO, and PE financial reporting expertise.

We are a valuable and trusted partner to our 350 private equity clients and have supported nearly 2,000 portfolio companies through transitions and transactions. Our practice has experienced tremendous growth in recent years, and our team and culture are truly what set us apart from other firms.

Our Team

We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago, New York City, Tampa, Raleigh, and Denver markets. However, our team members are welcome to work remotely/virtually from anywhere in the U.S., provided a willingness to travel on-site to our various client locations on an as-needed basis.

As a member of our CFO Advisory team, you will develop collaborative, lasting professional and personal relationships with clients, regardless of your level. You will provide valuable services as a genuine trusted advisor and have the opportunity for substantial professional development.

Key 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.
  • Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead.
  • 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.
Preferred Qualifications

A Master's degree in accounting or MBA (with an accounting or finance undergraduate degree) is a plus. Team players 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, are required. Strong comprehension of US GAAP and exposure to senior management level personnel are also necessary.

Minimum Qualifications Required

A Bachelor's degree is required, along with 6 years of experience in a related field, 3 years of supervisory experience, and the ability to manage all aspects of client engagements.

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally, is essential. Proficient use of applicable technology is also required.

Compensation and Benefits

The annual salary target for this job in this market is $114,000-$150,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

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.

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