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Senior Associate, Office of the CFO Services in Philadelphia, PA at CBIZ

Date Posted: 2/22/2018

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 Senior Associate will be a full-time permanent consultant supporting the Office of the CFO services.  The Senior Associate 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 Senior Associate 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 a strong foundation in finance and accounting, looking to partner with our clients to achieve profitable growth.  Responsibilities of the Associate can include the following:

  • Liaise with company management and external providers to gather facts and assist in the development of the engagement project plan
  • Assist clients with professionalizing their accounting and finance departmental activities, often following an acquisition.Responsibilities include developing, leading and executing a monthly close process including preparing account reconciliations
  • Understand significant finance and accounting related processes at a client and identify opportunities to improve efficiency and/or accuracy
  • Review transaction documents and summarize key information impacting post-acquisition activities including debt agreement requirements, compliance related deadlines, flow of funds for purchase accounting, etc.

Preferred Qualifications

  • Excellent foundational consulting skills including a demonstrated ability to communicate confidently and effectively using a variety of styles, strong analytical skills, a professional presence and solid presentation skills
  • Strong understanding of US GAAP and exposure to controllership activities including transactional accounting, monthly close, financial statement preparation and board level reporting
  • Strong attention to detail and capability of multi-tasking in a fast-paced environment
  • Advanced Excel and Powerpoint skills
  • Experience in Big 4 Public Accounting preferred
  • 1+ years working in a corporate accounting environment in preferred

Minimum Qualifications Required

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
  • 3 years of experience in public accounting or related field
  • 1 year supervisory experience preferred
  • CPA candidates preferred
  • 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
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs


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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.