Senior Manager | Forensic and Financial Services in Plymouth Meeting at CBIZ

Date Posted: 6/29/2022

Job Snapshot

Job Description

With over 100 offices and 6,000 associates 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:  

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 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.   

The Forensic and Financial Services Group (“


”) in the Plymouth Meeting, PA office of CBIZ MHM, LLC (“CBIZ”) is expanding its team of professionals and seeks candidates for a SR. Manager position.  The 


 Group is a team of accounting and finance experts that perform forensic accounting, business valuation, financial reporting intangible asset appraisals, economic damage assessments and litigation support services on behalf of law firms, the Court, corporations and private individuals.  The CBIZ team combines a detailed understanding of the business, industry, and economic context with the ability to address complex valuation, accounting, and financial reporting issues.  CBIZ takes pride in the development of a comprehensive and well-reasoned work product, including presentation of logical, defensible support for key assumptions, consideration of all available analytical procedures, and creative thinking beyond standard valuation and accounting approaches.  The success of the CBIZ Forensic and Financial Services Group is embodied in the quality work product which is designed to withstand review by third parties and, as applicable, in audit support, administrative and court proceedings.

Essential Functions and Primary Duties

  • Review and analyze financial information and accounting records
  • Perform valuation techniques and forensic accounting analysis on valuation, and litigation support engagements
  • Write reports summarizing analyses performed and their impact on client
  • Review and summarize legal documents and client specific information
  • Supervise Associate and Senior Associate level personnel and keep in constant contact with engagement Managing Director(s)
  • Develop client and referral source relationships aimed at expanding FFS service offerings

Minimum Qualifications

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
  • 7+ years of experience in public accounting or related field
  • 5+ years supervisory experience
  • Must have active CPA or equivalent certification
  • 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
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology


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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.