CFO Advisory Manager in Philadelphia at CBIZ

Date Posted: 11/29/2023

Job Snapshot

Job Description

About our Business

CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are 

CBIZ Private Equity Advisory – Invested in You


With over 120 offices and  nearly 7,000 associate s throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber  expertise combined with highly personalized service delivered at the local level.      

CBIZ has been honored to be the recipient of several national recognitions:      

  • 2022 Best and Brightest Companies to Work for in the Nation    

  • 2023 Top Workplaces USA    

  • 2022 America's Best Mid-Size Employers    

  • 2022 Best and Brightest Companies in Wellness    

  • 2022 Great Place to Work Certification    

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that  provides audit,  review and attest services, while CBIZ  provides business consulting,  tax and financial services.    

About our Practice

The CFO Advisory practice, the largest within CBIZ Private Equity Advisory, is a premier finance and accounting consultancy for middle market private equity groups and companies. Our growing team of talented professionals have operational accounting, Controllership, CFO and PE financial reporting expertise. We are a valuable and trusted partner to our 350 private equity clients and have supported nearly 2,000 portfolio companies through transitions and transactions.  We support our clients with operational accounting and finance related matters through the course of the private equity investment lifecycle, from our proprietary FORWARDTM post-acquisition program through our experienced preparation for exit services.

Our practice has experienced tremendous growth in recent years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different.

  • We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago, New York City, Tampa, Raleigh and Denver markets; 

    however our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S.

      provided a willingness to travel on-site to our various client locations on an as-needed basis.

  • You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and 

    provide valuable services as a genuine trusted advisor


  • You will have the opportunity for 

    substantial professional development

    . There will be variety in the clients and situations that you work with that will build upon your current experiences.

  • You will work in an environment and culture where 

    your efforts matter to our team and clients

    .  The work that you do is 

    highly valued and appreciated by our clients


  • We offer a 

    unique and comprehensive compensation package

    , including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals.

  • Promotions and career advancement are based on ability and talent, not tenure – 

    our merit-based promotions provide opportunity to accelerate your career trajectory


  • Our unique approach to practice and client management offers opportunities for 

    autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard

     – allowing our people to better plan their work activities and personal lives.

  • We place significant emphasis on the value of personal time

    . We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member’s professional engagement and personal well-being.

  • When times get tough, we get tougher – and we stand by our people. We had 

    extremely high retention during the pandemic – and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members

     throughout the uncertain time .

  • While we want our people to stay with our firm for their entire careers, we are also realistic. 

    Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc


If you're looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our CFO Advisory team at CBIZ Private Equity Advisory.

About the Role

Our CFO Advisory team focuses on providing quality services through a comprehensive suite of operational accounting and finance support to private equity backed portfolio companies across a variety of core industries, located throughout the US.  You, as a Manager (or “Principal”) will have the ‘hands-on’ opportunity to support and lead growth oriented clients during periods of transformation.  Your contributions better enable our private equity clients to accelerate and increase their value creation objectives.  You will be a key member of a growing practice that values the input of all personnel levels and have opportunity to immediately contribute to the upward mobility of the team. We are seeking to expand our team with those who are passionate about client service, seeking to provide deeper tangible and intangible value to their clients well beyond regulatory compliance, and broaden their accounting and finance expertise within an exciting and booming private equity market.


Key responsibilities include, but are not limited to:

  • 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.
  • With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication;

Preferred Qualifications

  • Master’s degree in accounting or MBA (with an accounting or finance undergraduate degree), a plus
  • Team player with exceptional verbal and written communication skills
  • Self-motivated and demonstrated ability to learn and succeed in a fast-paced and evolving work environment are essential
  • Strong analytical and presentation skills with a confident professional presence
  • Strong comprehension of US GAAP and exposure to senior management level personnel
  • Strong project management and organizational skills
  • High degree of accuracy and efficiency with attention to detail
  • Self-starter and proactive with an aptitude for continuous improvement
  • Possess an uncommon drive for results and value and an entrepreneurial spirit

Minimum Qualifications Required

  • 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



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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.