CFO Advisory Manager

Job not on LinkedIn

🕒 August 25

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $100k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🛡️ Insurance

🏥 Healthcare

🏭 Manufacturing

Insurance • Healthcare • Manufacturing

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Develop collaborative, lasting relationships with private equity clients and portfolio company management teams • Execute accounting and finance workstreams within a structured engagement model • Serve as a primary day-to-day contact for client stakeholders within the assigned scope • Support engagement leadership in planning, coordination, and delivery of key outputs • Contribute to client discussions and presentations, including status updates • Provide hands-on accounting and finance support to private equity-backed companies • Support post-acquisition integration • Improve financial reporting and close processes • Support audit readiness and preparation • Perform working capital, cash flow, and operational finance analysis • Prepare accurate, well-structured, client-ready analyses, schedules, and deliverables • Manage assigned workstreams and meet established timelines • Communicate with Controllers, CFOs, and private equity representatives • Participate in client meetings and provide updates and supporting materials • Identify risks, challenges, or delays and proactively communicate them to engagement leadership

🎯 Requirements

• Bachelor’s degree required • 5 years of experience in related field • 3 years of supervisory experience • Must have and preserve required licenses • Ability to manage all aspects of client engagements • Ability to communicate verbally and in writing throughout all levels of the organization, internally and externally • Proficient use of applicable technology • Must be able to travel based on client and business needs • Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting requirements for private companies • CPA or equivalent professional certification • Prior experience in audit, advisory, financial consulting, or operational finance, preferably within a private equity-backed portfolio company environment • Strong analytical, Excel, and financial modeling skills • Ability to clearly present financial information • Strong organizational skills and attention to detail • Ability to operate effectively in a fast-paced, client-driven environment

🏖️ Benefits

• Market-competitive compensation • Bonus payouts tied to performance and practice results • Merit-based promotions • Flexibility and sustainability supporting balance outside of work • Reduced travel schedule compared to industry norms • Long-term and accelerated career growth opportunities • Hands-on support from firm leadership • Exposure to a wide variety of clients, industries, and engagement types