Director, Office of The CFO Services

CBIZ in Philadelphia, PA

  • Industry: Financial Services - Banking/Investment/Finance - General Operational Manager
  • Type: Full Time
  • Compensation: $153,180.00 - 153,180.00 / Year*
position filled

The Director will be a full-time permanent consultant supporting the Office of the CFO services.? The Director 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 Director 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.
Essential Functions and Primary Duties
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
Minimum Qualifications
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 (up to 40% of the time)

Associated topics: analyst, audit, banking, director finance, expense, finance director, invest, pay, revenue, risk

* Estimated salary

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