Job Description

#LI-DNI

Responsibilities

About Our Practice

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 teams
• Receive hands-on support from firm leadership and exposure to a wide variety of clients, industries, and engagement types
• Gain experience across multiple areas of accounting and finance, building both technical and operational expertise
• Work in an environment that values flexibility, accountability, and consistent high-quality execution

We 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 Duties

Our 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 model
• Serve as a primary day-to-day contact for client stakeholders within your assigned scope
• Support engagement leadership in planning, coordination, and delivery of key outputs
• Contribute to client discussions and presentations, including status updates
• Provide hands-on accounting and finance support to private equity-backed companies, including:
  
  • Post-acquisition integration support
  • Financial reporting and close process improvement
  • Audit readiness and preparation
  • Working capital, cash flow, and operational finance analysis
• Prepare high-quality analyses, schedules, and deliverables that are accurate, well-structured, and client-ready
• Support the execution of engagement workplans by managing assigned workstreams and meeting established timelines
• Communicate effectively with client stakeholders, including Controllers, CFOs, and private equity representatives, within the scope of assigned responsibilities
• Participate in client meetings, including regular status discussions, providing updates and supporting materials as needed
• Identify risks, challenges, or delays within assigned workstreams and proactively communicate to engagement leadership with appropriate context

Preferred Qualifications

• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting requirements for private companies
• Master's degree in Accounting or MBA (with accounting or finance undergraduate degree), preferred
• CPA or equivalent professional certification
• Prior experience in audit, advisory, financial consulting, or operational finance, preferably within a private equity backed portfolio company environment
• Strong analytical, Excel, and financial modeling skills
• Effective written and verbal communication skills, including the ability to clearly present financial information
• Strong organizational skills and attention to detail
• Self-motivated with the ability to operate effectively in a fast-paced, client-driven environment

Qualifications

Minimum Qualifications

• Bachelor's degree required
• 5 years of experience in related field
• 3 years of supervisory experience
• Must have and preserve required licenses
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs