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 Senior Manager (Senior Principal), you will serve as a highly experienced finance operator and leader embedded within client engagements. You will be responsible for executing complex and high-impact accounting and finance workstreams, preparing key deliverables, and providing leadership in driving overall client outcomes.

This role is 'hands-on' and requires the ability to operate with a high degree of independence within assigned engagements with structured oversight and support, applying sound judgment in dynamic environments and consistently delivering high-quality, client-ready outputs. You will work directly with portfolio company management teams during periods of growth, transition, and operational change.

You will:

• Execute complex accounting and finance optimization workstreams within a structured engagement model
• Manage assigned responsibilities within an engagement, ensuring timely delivery of accurate, well-structured, and client-ready outputs
• Apply strong working knowledge of U.S. GAAP and operational finance concepts to support financial reporting, close process improvement, audit readiness, and operational analyses
• Participate in and contribute to client discussions, including status updates, with well-prepared inputs and supporting materials
• Provide meaningful support to engagement leadership in coordination, planning alignment, and delivery of key outputs
• Proactively identify risks, challenges, or delays within assigned workstreams and communicate to engagement leadership with appropriate context and potential solutions
• Demonstrate strong organization and prioritization across deliverables, maintaining alignment with engagement timelines and objectives
• Consistently take ownership of assigned responsibilities and follow through without prompting, contributing to smooth and effective engagement execution
• 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
• 9 years of relevant experience, including at least 5 years in a supervisory or managerial role
• 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
• 7 years of experience in related field
• 5 years supervisory
• Must have and preserve required licenses
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally