Senior Manager, CFO Advisory

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

📋 Description

• Build strong, collaborative relationships with private equity clients and management teams of portfolio companies.

• Implement intricate accounting and finance optimization workstreams.

• Oversee assigned engagement responsibilities, ensuring timely delivery of accurate, structured, client-ready outputs.

• Utilize knowledge of U.S. GAAP and operational finance for financial reporting, improving the close process, ensuring audit readiness, and conducting operational analyses.

• Engage in client discussions and provide updates with well-prepared inputs and supporting documentation.

• Assist engagement leadership in coordinating, aligning planning efforts, and delivering essential outputs.

• Identify and relay risks, challenges, or delays, offering context and potential solutions.

• Organize and prioritize deliverables based on engagement timelines and objectives.

• Offer hands-on accounting and finance support, including post-acquisition integration, financial reporting, process improvements, audit readiness, working capital, cash flow, and operational finance analyses.

• Create analyses, schedules, and other precise, well-structured, client-ready deliverables.

• Aid engagement workplans by managing designated workstreams and adhering to timelines.

• Communicate effectively with Controllers, CFOs, and representatives from private equity firms.

• Attend client meetings, providing updates and supporting materials.

⛳️ Requirements

• A Bachelor’s degree is mandatory.

• A minimum of 7 years of experience in a relevant field.

• At least 5 years of supervisory experience.

• Required licenses must be obtained and maintained.

• In-depth knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting standards for private entities.

• CPA or an equivalent professional certification is required.

• Proficient analytical, Excel, and financial modeling capabilities.

• Strong written and verbal communication skills, including the ability to present financial data clearly.

• Excellent organizational skills and meticulous attention to detail.

• Capability to function effectively in a fast-paced, client-oriented environment.

• A Master’s degree in Accounting or an MBA with an undergraduate degree in accounting or finance is preferred.

• 9 years of relevant experience, with at least 5 years in a supervisory or managerial capacity is preferred.

• Previous experience in audit, advisory, financial consulting, or operational finance, ideally within a private equity-backed portfolio company context.

🏝️ Benefits

• Competitive compensation package in the market.

• Performance-based bonus payouts tied to practice results.

• Opportunities for merit-based promotions.

• Flexibility and sustainability initiatives promoting work-life balance.

• Reduced travel commitments compared to industry standards.

• Opportunities for long-term and accelerated career advancement.

• Direct support from firm leadership.

• Exposure to a diverse range of clients, industries, and types of engagements.