CFO Advisory Manager

CBIZ

CFO Advisory Manager in the finance and accounting consultancy for private equity. Building relationships with clients and managing financial deliverables in a growing team environment.

Posted 6/23/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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
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
Identify risks, challenges, or delays within assigned workstreams and proactively communicate to engagement leadership with appropriate context

Requirements

What you’ll need

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

Benefits

Comp & perks

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 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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingfinanceclient engagement managementrisk identificationoperational expertisetechnical expertise

Soft Skills

relationship buildingcommunicationplanningcoordinationproblem-solvingflexibilityaccountabilitypresentation skills

Certifications

required licenses