Senior Manager in San Francisco, CA at CBIZ

Date Posted: 7/5/2018

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 MHM are together ranked as one of the top accounting services providers in the United States. With more than 35 offices and more than 3,000 professionals, we serve the country’s growing mid-market public and private businesses and the not-for-profit sector. MHM, an independent CPA firm, provides high quality audit and assurance services and works closely with CBIZ, an accounting, tax and consulting services provider. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.

CBIZ & MHM is currently seeking a highly motivated Senior Manager.  This important role in our growing San Francisco location.

Essential Functions and Primary Duties:

We assist our clients on financial aspects of growth: cash flow planning, financial modeling, various financial analyses regarding their business, costing and streamlining their close process.  Clients have us oversee their accounting departments; others ask us to assess problem areas for them which may be financial or non-financial in nature.  We assess, make recommendations, improve processes and perform a variety of other consulting projects. 

Our consulting projects take us all over Southern California including the Bay area.  The right candidate will enjoy some travel of approximately one week plus a month.

The Risk Management practice involves performing and growing the SSAE 16 and SOC 2 internal control practice.  This work has a consultative readiness process which assesses how to improve the controls of a process relative to the SSAE 16 standard.  The readiness is then followed with performing the process audit.  This is a growing area and, as a national firm this work covers the Western US.  Most project work can be done from San Diego and typically can require a week or less of travel 1- 2 times a year per client.

Growth in the Financial Management Consulting position depends entirely on your success in all aspects of the role and your ability to enable growth by performing the engagements successfully and then designing and leveraging them with other staff to enable more capacity to grow the practice.  Ultimately, in this role, you are given the opportunity to determine the speed with which you move along your career path at CBIZ and MHM.

Preferred Qualifications:

  • MBA, CPA, CMA, CISA, CIA- any are preferred
  • Financial audit is preferred with IT audit experience
  • Financial management experience a plus
  • Strong in Excel and preferably in financial modeling
  • Strong project management skills a plus
  • Ability, interest and willingness to travel one plus week a month
  • Self-starter, autonomous worker, team player
  • Strong technical skills
  • Good writing and communication skills, good presentation skills a plus
  • Needs to be outgoing
  • Detail oriented
  • Enjoy interacting with clients/team members 
  • Possess good financial experience and able to work autonomous
  • Interested in learning and performing the SSAE 16 and related internal control projects
  • Strong communication skills and strong report writing skills
  • Enjoy taking on new opportunities
  • Always look for new ways to help clients and pursue assisting other Directors in the firm with projects. 
  • You will also enjoy short travel assignments 1 – 2 times a month. 

Minimum Qualifications:

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Finance or relevant field
  • 7 years experience in public accounting or 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


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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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