Director | Accounting Advisory Services

CBIZ, Inc.

$150K — $180K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; graduate degree is preferred.
  • 8 years of relevant experience, with a minimum of 6 years in a supervisory role.
  • Strong technical expertise in accounting, finance, and SEC disclosures.
  • Proven communication skills at all organization levels, both internal and external.
  • Proficiency with relevant technology and tools.
  • Ability to manage time effectively and prioritize multiple assignments.
  • Travel flexibility based on client needs.

Responsibilities

  • Lead client service engagements in financial reporting and accounting transformation initiatives.
  • Supervise day-to-day activities for consulting and technical accounting projects.
  • Advise clients on complex U.S. GAAP and SEC reporting issues.
  • Prepare and review technical accounting memoranda.
  • Support clients with IPO readiness and regulatory filings.
  • Identify opportunities to enhance client services and drive practice growth.
  • Mentor and develop team members at various levels.
Full Job Description
Job Description

#LI-CR2 #LI-Hybrid

Responsibilities

The FAAS Director leads client service engagements involving complex accounting, financial reporting, SEC reporting, transaction support, and accounting transformation initiatives. The Director serves as a trusted advisor to CFOs, Chief Accounting Officers, Controllers, Audit Committees, and venture capital and private equity-backed companies while managing client relationships, developing staff, and contributing to practice growth.

Essential Functions and Primary Duties
  • Supervises and performs day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members.
  • Advise clients on complex U.S. GAAP and SEC reporting matters.
  • Prepare and review technical accounting memoranda.
  • Assist with implementation of new accounting standards.
  • Advise on revenue recognition, leases, stock compensation, debt/equity transactions, business combinations, impairment, consolidation matters and other technical GAAP areas.
  • Support mergers and acquisitions, purchase accounting, and divestitures.
  • Assist clients with IPO readiness and public company reporting.
  • Review registration statements, Forms 10-K, 10-Q, S-1, and related disclosures.
  • Lead multiple engagement teams and oversee project execution.
  • Maintain executive-level client relationships.
  • Identify opportunities to expand services and enhance client value.
  • Participate in proposal development and business development activities.
  • Build referral relationships with private equity firms, attorneys, bankers, and audit partners.
  • Assist in developing new service offerings and thought leadership.
  • Mentor all levels of team personnel such as Senior Managers, Managers and Consultants.
  • Participate in recruiting, performance management, and career development initiatives.
  • Promote technical excellence and quality control.


Preferred Qualifications
  • 10+ years of experience in related field
  • 10+ years supervisory experience
  • Graduate or specialty degree preferred
  • Strong technical accounting, finance, and SEC disclosure skills
  • Ability to manage multiple workflows simultaneously while managing time and budget
  • Prior experience managing teams and the development of others


Qualifications

Minimum Qualifications
  • Bachelor's degree
  • 8 years of experience in related field
  • 6 years supervisory experience
  • 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
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs


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