CFO Advisory Manager

Acgdept; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Full benefits package

Flexible work arrangements

Professional development support

Job summary

A leading national accounting service provider is looking for a Manager in their CFO Advisory team. The successful candidate will lead operational accounting and financial reporting for private equity-backed companies, focusing on driving value creation and client service excellence. We're seeking a professional with a Bachelor's degree in Accounting or Finance, 6+ years of relevant experience, and strong leadership skills. This role offers opportunities for immediate impact and career advancement within a dynamic environment.

Qualifications

• Minimum 6 years of experience in public accounting or corporate finance.
• At least 3 years of supervisory experience.
• Active professional licenses as required (CPA preferred).

Responsibilities

• Lead operational accounting and financial reporting for high-growth companies.
• Support planning and execution of project deliverables with C-suite executives.
• Drive initiatives for client operational efficiency.

Skills

Client engagement management

Strong communication skills

Analytical capabilities

Project management

Technical proficiency with financial software

Leadership skills

Education

Bachelor's degree in Accounting, Finance, or related field

Master’s degree in Accounting or MBA

Job description

At ACGDEPT, we’re committed to being our team members’ employer of choice by fostering an environment where contributions are valued, achievements are recognized, and career growth opportunities abound. Together with ACGDEPT CPAs, we’re recognized as one of the top accounting services providers in the United States, combining business consulting, tax, and financial services expertise with comprehensive audit, review, and attest capabilities.

About the Role

Our CFO Advisory team specializes in delivering exceptional operational accounting and finance support to private equity‑backed portfolio companies across diverse industries throughout the United States. As a Manager (or “Principal”), you’ll have hands‑on opportunities to support and lead growth‑oriented clients during critical transformation periods, directly contributing to accelerated value creation objectives for our private equity partners.

This role offers immediate impact within our rapidly expanding practice, where every team member’s input is valued and career advancement opportunities are abundant. We’re seeking passionate professionals who are committed to delivering comprehensive client value far beyond regulatory compliance and are eager to expand their expertise within the dynamic private equity marketplace.

Key Responsibilities

Client Service & Engagement Leadership

• Lead comprehensive operational accounting and financial reporting services for high‑growth private equity‑backed companies, including post‑acquisition optimization and audit preparation
• Develop sophisticated financial models and analyses aligned with specific engagement requirements and client expectations
• Take full ownership of functional workstreams including post‑acquisition process optimization, audit preparation, inventory costing improvements, and sell‑side transaction support

Stakeholder Management & Communication

• Interface directly with C‑suite executives and private equity deal teams to plan, manage, and execute complex project deliverables
• Maintain consistent communication with key stakeholders, providing regular progress updates and strategic insights
• Collaborate with Project Leads to proactively identify potential risks and obstacles while developing comprehensive mitigation strategies

Strategic Planning & Execution

• Support the development and deployment of actionable plans to achieve established client expectations and value creation goals
• Drive continuous improvement initiatives that enhance client operational efficiency and financial performance
• Contribute to practice growth through thought leadership and innovative service delivery approaches

Required Qualifications

Education & Experience

• Bachelor’s degree in Accounting, Finance, or related field
• Minimum 6 years of experience in public accounting, corporate finance, or related professional services
• At least 3 years of supervisory experience with demonstrated leadership capabilities
• Active professional licenses as required (CPA preferred)

Core Competencies

• Proven ability to manage complex client engagements from initiation through completion
• Strong communication skills across all organizational levels, both internally and externally
• Proficiency with relevant technology platforms and financial software applications
• Flexibility to travel based on client and business requirements

Preferred Qualifications

Advanced Education

• Master’s degree in Accounting or MBA with accounting/finance undergraduate degree
• Additional professional certifications relevant to private equity or corporate finance

Technical & Leadership Skills

• Comprehensive knowledge of US GAAP with experience working alongside senior management teams
• Exceptional analytical and presentation capabilities with confident professional presence
• Strong project management and organizational skills with high attention to detail
• Self‑motivated with proven ability to excel in fast‑paced, evolving environments

Personal Attributes

• Entrepreneurial mindset with uncommon drive for results and value creation
• Team player with outstanding verbal and written communication abilities
• Self‑starter with proactive approach and continuous improvement orientation
• Strong aptitude for learning and adapting to new challenges

Why Join Our CFO Advisory Team?

High‑Impact Work

• Direct involvement in private equity value creation strategies
• Opportunity to work with C‑suite executives and PE deal teams
• Immediate contribution to practice growth and development

Professional Development

• Exposure to diverse industries and complex business transformations
• Mentorship from experienced private equity professionals
• Clear advancement paths within our expanding practice

Dynamic Environment

• Collaborative team that values input from all levels
• Cutting‑edge work in the booming private equity market
• Competitive compensation reflecting market leadership
• Full benefits package with professional development support
• Flexible work arrangements to support work‑life balance

Next Steps

Ready to accelerate your career in private equity advisory services? Join our team and help drive transformational value creation for our portfolio company clients while expanding your expertise in one of the most dynamic sectors in finance.

How to Apply

If you are interested in this position, please click the “Apply Now” button below to submit your information.

The qualifications outlined above reflect the necessary knowledge, skills, and abilities required for this role. The successful candidate must be authorized to work on a full‑time basis for any employer in the United States. Local Outsourced Accounting Department is an Equal Opportunity Employer. We consider applicants for all positions regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, ancestry, marital status, veteran status, or any other protected characteristic as defined by applicable law.

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