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.

Our clients are benefitted by additional scope and scale provided through CBIZ, which has over 100 offices and nearly 5,000 employees across North America, focused on providing top-level financial and employee focused professional services to organizations of all sizes.

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

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
• 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
• Top 101 2020 Best and Brightest Companies to Work For in the Nation
• 2020 Healthiest 100 Workplace in America
• 2021 Top Workplaces USA

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 the Role

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.

  

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

Minimum Qualifications

• 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