CFO Advisory Senior Manager - Charles City, United States - CBIZ Private Equity Advisory

CBIZ Private Equity Advisory Charles City, United States

1 month ago

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Description

Direct message the job poster from CBIZ Private Equity Advisory
Principal, Talent Coverage at CBIZ Private Equity Advisory

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 .
Our clients are benefitted by additional scope and scale provided through CBIZ, which has over 100 offices and nearly 5,000 employees across North America, focused on providing top-level financial and employee focused professional services to organizations of all sizes
CBIZ has been honored to be the recipient of several national recognitions:2023 Best and Brightest Companies to Work for in the Nation
2023 Top Workplaces USA
2023 Financial Services Industries - Top Places to Work
Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States.

MHM 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 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.

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.

Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.

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 which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc.

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 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.

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
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
Seniority level

Seniority level

Mid-Senior level
Employment type

Employment type

Full-time
Job function

Job function

Accounting/Auditing and Finance
Industries

Accounting
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