CFO Advisory Senior Manager (Remote)

CBIZ; Philadelphia (Philadelphia County); Remote; USD 135,000 - 185,000; Full time

Job description

About our Business

CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement, and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions, and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are CBIZ Private Equity Advisory – Invested in You.

With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions for 2023:

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Top Workplaces - Financial Services Industry
• Best Brightest Companies in Wellness
• Great Place to Work Certification

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.

About our Practice

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 has 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.

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 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. We understand that professional opportunities and advancement are important to you, but that time for family, friends, and personal pursuits are essential to your life and overall fulfillment.

If you're looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our CFO Advisory team at CBIZ Private Equity Advisory.

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 Senior Manager (or “Senior 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 the opportunity to immediately contribute to the upward mobility of the team.

Responsibilities

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;
• Develop and employ actionable plans to achieve set expectations, and communicate results consistently;
• 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.
• 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 verbal and written communication skills
• Self-motivated and demonstrated ability to learn and succeed in a fast-paced and evolving work environment are essential
• Strong analytical and presentation skills with a confident professional presence
• Strong comprehension of US GAAP and exposure to CFO or senior management level individual and M&A activities
• Strong project management skills with experience managing multiple work streams simultaneously
• High degree of accuracy and efficiency with attention to detail
• Self-starter and proactive with an aptitude for continuous improvement
• Possess an uncommon drive for results and value and an entrepreneurial spirit

Minimum Qualifications Required

• Bachelor’s degree required
• 7 years experience in related field
• 5 years supervisory
• Must have and preserve required licenses
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

The annual salary target for this job in this market is $135,000-$185,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.