Senior Manager, CFO Advisory

CBIZ

Senior Manager responsible for executing high-impact accounting and finance workstreams in private equity consultancy. Leading client engagements and managing finance optimization initiatives for portfolio companies.

Posted 5/16/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesSenior💰 $135,000 - $185,000 per yearWebsite

About the role

Key responsibilities & impact

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
Provide meaningful support to engagement leadership in coordination, planning alignment, and delivery of key outputs
Demonstrate strong organization and prioritization across deliverables, maintaining alignment with engagement timelines and objectives
Provide hands-on accounting and finance support to private equity-backed companies, including: financial reporting and close process improvement, audit readiness and preparation, working capital, cash flow, and operational finance analysis

Requirements

What you’ll need

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

Benefits

Comp & perks

Market-competitive compensation with strong and consistent track record of bonus payouts tied to performance and practice results
Emphasis on flexibility and sustainability for work-life balance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

U.S. GAAPfinancial reportingclose process improvementaudit readinessoperational finance analysisworking capital analysiscash flow analysis

Soft Skills

organizationprioritizationcommunicationcoordinationplanning

Certifications

Bachelor's degreerequired licenses