CFO Advisory Manager (Principal)The CFO Advisory practice within CBIZ Private Equity Advisory is a premier finance and accounting consultancy for middle market private equity groups and companies.Our team of professionals brings deep experience across operational accounting, Controllership, CFO leadership, and private equity financial reporting environments. We are a trusted partner to more than 350 private equity clients and have supported nearly 2,000 portfolio companies through transitions and transactions.We support our clients across the private equity investment lifecycle, from our proprietary FORWARD™ transaction readiness and post-acquisition program through buy-and-build strategies and value creation, and ultimately a successful exit. Our work is focused on helping portfolio companies build scalable finance functions, improve financial reporting, and operate more effectively in high-growth environments.Our practice has experienced significant growth in recent years, and our team and culture are truly what sets us apart. We are headquartered in the Philadelphia area but operate as a national team with limited, purposeful travel based on client needs.You will:Develop collaborative, lasting relationships with private equity clients and portfolio company management teamsReceive hands-on support from firm leadership and exposure to a wide variety of clients, industries, and engagement typesGain experience across multiple areas of accounting and finance, building both technical and operational expertiseWork in an environment that values flexibility, accountability, and consistent high-quality executionWe offer market-competitive compensation with a strong and consistent track record of bonus payouts tied to performance and practice results.
Promotions are merit-based and driven by demonstrated ability, client and business impact, and consistency. We've maintained exceptionally strong retention and continued strong compensation through periods of uncertainty.We place significant emphasis on flexibility and sustainability, ensuring our team members can perform at a high level while maintaining balance outside of work, including a reduced travel schedule compared to industry norms. We are committed to supporting long-term and accelerated career growth, both within CBIZ and across the broader private equity ecosystem.Essential Functions and Primary DutiesOur CFO Advisory team provides hands-on accounting and finance support to private equity-backed portfolio companies across a variety of industries throughout the U.S.As a Manager (Principal), you will serve as a senior finance operator and leader embedded within client engagements. You will be responsible for executing critical accounting and finance workstreams, preparing key deliverables, and supporting engagement leadership in driving overall client outcomes.This role provides the opportunity to work directly with portfolio company management teams during periods of growth, transition, and operational change.You will:Execute on accounting and finance workstreams within a structured engagement modelServe as a primary day-to-day contact for client stakeholders within your assigned scopeSupport engagement leadership in planning, coordination, and delivery of key outputsContribute to client discussions and presentations, including status updatesProvide hands-on accounting and finance support to private equity-backed companies, including: Post-acquisition integration supportFinancial reporting and close process improvementAudit readiness and preparationWorking capital, cash flow, and operational finance analysisPrepare high-quality analyses, schedules, and deliverables that are accurate, well-structured, and client-readySupport the execution of engagement workplans by managing assigned workstreams and meeting established timelinesCommunicate effectively with client stakeholders, including Controllers, CFOs, and private equity representatives, within the scope of assigned responsibilitiesParticipate in client meetings, including regular status discussions, providing updates and supporting materials as neededIdentify risks, challenges, or delays within assigned workstreams and proactively communicate to engagement leadership with appropriate contextPreferred QualificationsStrong knowledge of U.S.
Generally Accepted Accounting Principles (GAAP) and financial reporting requirements for private companiesMaster's degree in Accounting or MBA (with accounting or finance undergraduate degree), preferredCPA or equivalent professional certificationPrior experience in audit, advisory, financial consulting, or operational finance, preferably within a private equity backed portfolio company environmentStrong analytical, Excel, and financial modeling skillsEffective written and verbal communication skills, including the ability to clearly present financial informationStrong organizational skills and attention to detailSelf-motivated with the ability to operate effectively in a fast-paced, client-driven environmentMinimum QualificationsBachelor's degree required5 years of experience in related field3 years of supervisory experienceMust have and preserve required licensesAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on client and business needsCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.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. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.