CFO Advisory Manager

Job not on LinkedIn

🕒 June 23

🇺🇸 United States – 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.

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

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 • Receive hands-on support from firm leadership and exposure to a wide variety of clients, industries, and engagement types • Gain experience across multiple areas of accounting and finance, building both technical and operational expertise • Work in an environment that values flexibility, accountability, and consistent high-quality execution • Execute on accounting and finance workstreams within a structured engagement model • Serve as a primary day-to-day contact for client stakeholders within your assigned scope • Support engagement leadership in planning, coordination, and delivery of key outputs • Contribute to client discussions and presentations, including status updates • Identify risks, challenges, or delays within assigned workstreams and proactively communicate to engagement leadership with appropriate context

🎯 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 • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proficient use of applicable technology • Must be able to travel based on client and business needs

🏖️ Benefits

• market-competitive compensation with a strong and consistent track record of bonus payouts tied to performance and practice results • Promotions are merit-based and driven by demonstrated ability, client and business impact, and consistency. • We place significant emphasis on flexibility and sustainability, ensuring our team members can perform at a high level while maintaining balance outside of work, including a reduced travel schedule compared to industry norms.