Senior Manager, CFO Advisory

Job not on LinkedIn

🔥 0 minutes 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 1%

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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, lasting relationships with private equity clients and portfolio company management teams • Execute complex accounting and finance optimization workstreams • Manage assigned engagement responsibilities and deliver accurate, structured, client-ready outputs on time • Apply U.S. GAAP and operational finance knowledge to financial reporting, close process improvement, audit readiness, and operational analyses • Participate in client discussions and status updates with prepared inputs and supporting materials • Support engagement leadership with coordination, planning alignment, and delivery of key outputs • Identify and communicate risks, challenges, or delays with context and potential solutions • Organize and prioritize deliverables according to engagement timelines and objectives • Provide hands-on accounting and finance support, including post-acquisition integration, financial reporting, close process improvement, audit readiness, working capital, cash flow, and operational finance analysis • Prepare analyses, schedules, and other accurate, well-structured, client-ready deliverables • Support engagement workplans by managing assigned workstreams and meeting 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 related field • 5 years supervisory experience • Must have and preserve required licenses • Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting requirements for private companies • CPA or equivalent professional certification • Strong analytical, Excel, and financial modeling skills • Effective written and verbal communication skills, including the ability to clearly present financial information • Strong organizational skills and attention to detail • Ability to operate effectively in a fast-paced, client-driven environment • Master’s degree in Accounting or MBA with accounting or finance undergraduate degree preferred • 9 years of relevant experience, including at least 5 years in a supervisory or managerial role preferred • Prior experience in audit, advisory, financial consulting, or operational finance, preferably within a private equity backed portfolio company 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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