CAREERS AT CBIZ

Principal, Office of the CFO Services in Philadelphia, PA at CBIZ

Date Posted: 4/21/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

Located in Old City, Philadelphia and founded in 2001, CBIZ CMF delivers and provides transaction- and transition-focused financial, operational, and human capital solutions to middle market, private equity backed portfolio companies nationally.   Since our start, we have worked with 140 private equity fund sponsors and over 600 portfolio companies.  In June 2017, CMF combined with CBIZ as the platform for private equity consulting and finance executive search.

Essential Functions and Primary Duties

The Principal will be a full-time permanent consultant supporting the Office of the CFO services.  The Principal will perform a variety of core accounting and finance related activities to support our clients, primarily middle-market private equity backed portfolio companies.  Within the Office of the CFO services, the Principal will serve as a resource and trusted advisor to our clients, providing guidance on a wide array of business, finance and accounting related matters faced by middle-market companies throughout the investment lifecycle. 

We are seeking an individual with exceptionally strong experience in finance and accounting in a client service environment.  Responsibilities of the Principal can include the following:

  • Provide management and leadership for team members and experienced financial professionals (including interim Controllers and CFOs) in the areas of project management, professional development and client service.
  • Lead projects focused on professionalizing our clients accounting and finance departmental activities, often following an acquisition. Project activities include but are not limited to monthly close formalization; development of board packages, financial reporting and KPIs; preparation of opening and closing balance sheets and completion of transaction accounting; and support the audit of opening balance sheet and annual financial statements.
  • Develop and manage overall project plans. Gather key facts and circumstances and perform a gap assessment of current practices/policies
  • Directly manage client relationships, both with company management and private equity investors
  • Perform gap analysis of key finance, accounting and business processes. Identify and propose solutions to remediate US GAAP discrepancies and opportunities to improve efficiency and/or accuracy of financial reporting
  • Research and evaluate the accounting treatment of certain transactions including M&A or unusual items. Review documents and identify accounting issues. Liaise with outside auditors
  • Ability to interact with various levels of finance and business personnel and ability to explain complex matters in a succinct manner

Preferred Qualifications

  • Demonstrated ability to communicate confidently and effectively using a variety of styles
  • Strong analytical and presentation skills with a confident professional presence
  • Excellent time management and organizational abilities
  • Strong comprehension of US GAAP and exposure to CFO level and M&A activities
  • High degree of accuracy and efficiency with attention to detail
  • Self-starter and proactive with an aptitude for process improvement
  • Highly adaptable, flexible and client service focused
  • Ability to work in a fast-paced and constantly changing environment and meet tight deadlines
  • Strong PC skills, especially Excel and PowerPoint
  • Bachelor’s degree in Accounting or Finance, advanced degree a plus
  • 7+ years of experience including supervisory and client service
  • Certified Public Accountant (CPA) required; advanced degree a plus
  • Must be able to travel based on client and business needs (up to 60% for Principal, 40% for Director)

Minimum Qualifications

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
  • 6 years of experience in public accounting or related field
  • 3 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


REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.


EQUAL OPPORTUNITY EMPLOYER


CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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.


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