CFO Advisory Manager

CBIZ; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

CBIZ, Inc. seeks a Manager (Principal) for its CFO Advisory team to serve private equity-backed portfolio companies across the U.S.

You will be a senior finance operator embedded in client engagements, executing critical accounting and finance workstreams and delivering key outputs to engagement leadership. You will work directly with portfolio company management, support post-acquisition transitions, improve financial reporting, and contribute to audit readiness, working capital analysis, and

Qualifications

• Strong knowledge of US GAAP and financial reporting for private companies.
• MBA or Master’s degree preferred; CPA or equivalent certification.
• Experience in audit, advisory, or operational finance in PE-backed env.

Responsibilities

• Execute accounting and finance workstreams within a structured engagement model.
• Serve as a primary day-to-day contact for client stakeholders.
• Support planning, coordination, and delivery of outputs.
• Contribute to client meetings and deliver materials as needed.
• Provide hands-on accounting and finance support including post-acquisition integration, financial reporting, close improvements, and cash flow analysis.

Skills

GAAP knowledge

Communication skills

Financial modeling

Analytical skills

Team leadership

Education

Bachelor's degree in Accounting or related field

Master's degree in Accounting or MBA (with accounting/finance)

Tools

Excel

Financial software / ERP

Job description

About Our Practice

The CFO Advisory practice within CBIZ Private Equity Advisory is a premier finance and accounting consultancy for middle market private equity groups and companies. Our team of professionals brings deep experience across operational accounting, Controllership, CFO leadership, and private equity financial reporting environments. We are a trusted partner to more than 350 private equity clients and have supported nearly 2,000 portfolio companies through transitions and transactions.

We support our clients across the private equity investment lifecycle, from our proprietary FORWARD™ transaction readiness and post-acquisition program through buy-and-build strategies and value creation, and ultimately a successful exit.

Our work is focused on helping portfolio companies build scalable finance functions, improve financial reporting, and operate more effectively in high-growth environments.

You will:

• 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

We offer 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've maintained exceptionally strong retention and continued strong compensation through periods of uncertainty.

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. We are committed to supporting long-term and accelerated career growth, both within CBIZ and across the broader private equity ecosystem.

Essential Functions and Primary Duties

Our CFO Advisory team provides hands-on accounting and finance support to private equity-backed portfolio companies across a variety of industries throughout the U.S.As a Manager (Principal), you will serve as a senior finance operator and leader embedded within client engagements. You will be responsible for executing critical accounting and finance workstreams, preparing key deliverables, and supporting engagement leadership in driving overall client outcomes.

This role provides the opportunity to work directly with portfolio company management teams during periods of growth, transition, and operational change.

You will:

• 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
• Provide hands-on accounting and finance support to private equity-backed companies, including:
  • Post-acquisition integration support
  • Financial reporting and close process improvement
  • Audit readiness and preparation
  • Working capital, cash flow, and operational finance analysis
• Prepare high-quality analyses, schedules, and deliverables that are accurate, well-structured, and client-ready
• Support the execution of engagement workplans by managing assigned workstreams and meeting established timelines
• Communicate effectively with client stakeholders, including Controllers, CFOs, and private equity representatives, within the scope of assigned responsibilities
• Participate in client meetings, including regular status discussions, providing updates and supporting materials as needed
• Identify risks, challenges, or delays within assigned workstreams and proactively communicate to engagement leadership with appropriate context

Preferred Qualifications

• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting requirements for private companies
• Master's degree in Accounting or MBA (with accounting or finance undergraduate degree), preferred
• 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
• Effective written and verbal communication skills, including the ability to clearly present financial information
• Strong organizational skills and attention to detail
• Self-motivated with the ability to operate effectively in a fast-paced, client-driven environment

Minimum Qualifications

• 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 technologyMust be able to travel based on client and business needs #LI-DNI

ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.

CBIZ has more than 9,500 team members across 23 major markets coast to coast. 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. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.