Audit Director | Portfolio Companies

CBIZ

$150K — $180K *
Legal & Accounting
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
  • Ability to manage multiple assignments and prioritize effectively
  • Proficient in relevant technology
  • Strong verbal and written communication skills across all organizational levels
  • Demonstrated leadership and high business integrity

Responsibilities

  • Focus on meeting client timelines and delivering results
  • Build and lead a team for audits of private equity and venture capital firms
  • Travel with audit teams as necessary to portfolio company locations
  • Develop strong relationships with clients and investment company owners
  • Collaborate with various service lines to create market strategies for audits
  • Utilize knowledge of the private equity and venture capital investment lifecycle
  • Leverage existing relationships with audit, tax, and advisory groups

Benefits

  • Support from local assurance resources and national subject matter experts
  • Opportunity for professional development in a collaborative environment
  • Exposure to a variety of clients and investment strategies
  • Role focuses on high-impact client engagements
  • Hybrid work model supporting work-life balance
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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