CFO Advisory Manager

CBIZ

full-time

Posted on: 1/14/2026

Location Type: Remote

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💰 $100,000 - $150,000 per year

About the role

Provide core operational accounting, financial reporting including post-acquisition optimization and prep-for audit, among other services, for our fast-growing private equity backed companies;
Prepare core financial information, models and analyses relative to the engagement requirements/expectations;
Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables;
Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;
Take ownership of the functional work, which could include post-acquisition accounting/finance process optimization, preparation for audit, inventory costing improvement, sell-side support, etc.

Bachelor’s degree required
6 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

Benefits

Tip: use these terms in your resume and cover letter to boost ATS matches.

financial reportingpost-acquisition optimizationfinancial modelingaudit preparationinventory costingsell-side support

communicationstakeholder managementownershipplanningexecution

Bachelor’s degreerequired licenses