CFO Advisory Manager

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Cultivate strong, enduring relationships with private equity clients and the management teams of portfolio companies.

• Benefit from direct support from firm leadership while gaining exposure to a diverse array of clients, industries, and types of engagements.

• Acquire experience in various areas of accounting and finance, enhancing both your technical and operational skills.

• Work in a setting that prioritizes flexibility, accountability, and consistently high-quality execution.

• Implement accounting and finance workstreams within a structured engagement framework.

• Act as the main point of contact for client stakeholders regarding your assigned responsibilities.

• Assist engagement leadership with planning, coordination, and the delivery of significant outputs.

• Contribute to client discussions and presentations, including providing status updates.

• Offer practical accounting and finance support to companies backed by private equity.

• Create high-quality analyses, schedules, and deliverables that are precise, well-organized, and ready for client presentation.

• Identify risks, challenges, or delays within your assigned workstreams and proactively communicate with engagement leadership, providing appropriate context.

⛳️ Requirements

• A bachelor's degree is required.

• A minimum of 6 years of experience in a related field.

• At least 3 years of supervisory experience.

• Must possess and maintain necessary licenses.

• Capability to manage all facets of client engagements.

• Proven ability to communicate effectively, both verbally and in writing, across all organizational levels, internally and externally.

• Proficient in the use of relevant technology.

• Willingness to travel based on client and business requirements.

🏝️ Benefits

• Market-competitive compensation with a strong and consistent history of bonus payouts linked to performance and practice outcomes.

• Promotions are based on merit, driven by demonstrated capabilities, client and business impact, and consistency.

• Maintained exceptionally high retention and continued strong compensation during periods of uncertainty.

• Significant focus on flexibility and sustainability, ensuring that our team members can perform at a high level while achieving balance outside of work, including a reduced travel schedule compared to industry norms.

• Dedicated to fostering long-term and accelerated career growth, both within CBIZ and throughout the broader private equity landscape.