CFO Advisory Senior Manager

🔥 12 hours ago

🔔 Pennsylvania – Remote

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💵 $135k - $185k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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👻 Ghost score 2%

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Logo of CBIZ

CBIZ

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 relationships with private equity clients and portfolio company management teams • Execute complex accounting and finance optimization workstreams • Manage assigned engagement responsibilities and deliver accurate, client-ready outputs • Apply U.S. GAAP and operational finance concepts to financial reporting, close process improvement, audit readiness, and operational analyses • Participate in client discussions and status updates • Support engagement leadership with coordination, planning alignment, and key deliverables • Identify and communicate risks, challenges, and delays with potential solutions • Provide hands-on accounting and finance support to private equity-backed companies • Support post-acquisition integration • Improve financial reporting and close processes • Prepare for and support audits • Analyze working capital, cash flow, and operational finance • Prepare analyses, schedules, and client-ready deliverables • Manage assigned workstreams and meet engagement timelines • Communicate with Controllers, CFOs, and private equity representatives • Participate in client meetings and provide updates and supporting materials

🎯 Requirements

• Bachelor’s degree required • 7 years of experience in a related field • 5 years of supervisory experience • Must have and preserve required licenses • Ability to manage deadlines, work on multiple assignments, and prioritize assignments • Ability to communicate verbally and in writing across all levels of the organization, internally and externally • Strong knowledge of U.S. GAAP and financial reporting requirements for private companies • CPA or equivalent professional certification • 9 years of relevant experience, including at least 5 years in a supervisory or managerial role • 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 • 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

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