CFO Advisory Manager

CFO Advisory Team Manager

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States.

The CFO Advisory practice, the largest within CBIZ Private Equity Advisory, is a premier finance and accounting consultancy for middle market private equity groups and companies. Our growing 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. We support our clients with operational accounting and finance related matters through the course of the private equity investment lifecycle, from our proprietary FORWARDTM post-acquisition program through our experienced preparation for exit services. Our practice has experienced tremendous growth in recent years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different. 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 historically, and currently, 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.

You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. We place significant emphasis on the value of personal time. When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead.

About the Role

Our CFO Advisory team focuses on providing quality services through a comprehensive suite of operational accounting and finance support to private equity backed portfolio companies across a variety of core industries, located throughout the US. You, as a Manager (or "Principal") will have the 'hands-on' opportunity to support and lead growth oriented clients during periods of transformation. Your contributions better enable our private equity clients to accelerate and increase their value creation objectives. You will be a key member of a growing practice that values the input of all personnel levels and have opportunity to immediately contribute to the upward mobility of the team. We are seeking to expand our team with those who are passionate about client service, seeking to provide deeper tangible and intangible value to their clients well beyond regulatory compliance, and broaden their accounting and finance expertise within an exciting and booming private equity market.

Essential Functions and Primary Duties

Key responsibilities include, but are not limited to :

• 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. With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication

Preferred Qualifications : Master's degree in accounting or MBA (with an accounting or finance undergraduate degree), a plus Team player with exceptional verb