Audit Director | Alternative Investments

CBIZ, Inc.

$125K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of supervisory experience
  • Active CPA or equivalent certification
  • Strong communication skills at all organizational levels
  • Proficient in applicable technology

Responsibilities

  • Focus on meeting all client timelines with a results-oriented mindset
  • Build a team for audits of private equity and venture capital portfolio companies
  • Travel with audit teams as needed based on portfolio company locations
  • Develop strong relationships with clients and investment company owners
  • Collaborate with different service lines to develop audit strategies
  • Understand the private equity and venture capital investment lifecycle
  • Leverage existing relationships within audit, tax, and advisory groups

Benefits

  • Support from local assurance resources and national subject matter experts
  • Opportunities for professional growth in a dynamic environment
  • Exposure to a diverse portfolio of private equity and venture capital clients
  • Collaborative work culture across various service lines
Full Job Description
Job Description

#LI-MC3 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

  • Results oriented mindset focused on meeting all client timelines
  • Desire to build a team focused on audits of private equity and venture capital portfolio companies.
  • Readiness to travel with audit teams as needed based on geographic locations of portfolio companies
  • Develop and maintain strong client/investment company owner relationships
  • Ability to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits.
  • Must be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investments.
  • Leverage existing investment company relationships of audit, tax and advisory groups.
  • Supported by local assurance resources and national subject matter experts.


Preferred Qualifications

  • Master's degree preferred in Accounting, Taxation or related field


Qualifications

Minimum Qualifications
  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills
  • Must be able to travel based on client and business needs


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