CBIZ
Manager | Accounting Advisory Services
CBIZ, Providence, Rhode Island, us, 02912
Status Category:Full-Time
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:40
Job Code:FS213FTA
With over 120 offices and nearly 7,000 associates 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 is honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work Certification
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.CBIZ's Accounting Advisory Services practice is seeking a Manager with experience in public accounting as well as private experience as a controller, technical accounting role or consultant to join the organization's team to support our New England practice. The Manager will be an integral part of the accounting advisory services' team primarily focused on managing and providing deep expertise on client engagements and helping build out the practice. This position offers an exciting opportunity to join a collaborative and high energy team and to directly impact the performance and success of the practice.Essential Functions and Primary Duties:Provide accounting advisory support to clients, including implementation of new accounting standardsOutsourced Controller, Accounting Manager and Senior Accounting Staff workAbility to create or review account reconciliationsProvide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, carve-outs, complex capital raises and financing structuresWrite technical accounting memos for various topics such as equity versus debt classification, revenue recognition, lease accounting and other technical accounting mattersPerforms technical industry and company research utilizing online tools and publicly available informationSupervises and performs day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement.Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosuresProvide audit readiness servicesApplies accounting, financial, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processesDevelops new business relationships both internally at CBIZ and externally in the marketplace to help generate new businessOrganizes information to facilitate effective data access and analysisPrepares written analyses and other reports for third parties, as necessary, on the project scope and/or results of activitiesPrepares presentations and quantitative exhibits for third parties on the project scope and findingsDevelops and maintains productive working relationships with client personnel
Preferred Qualifications:Ability to travel up to 10% of the timeCPA or equivalent certificationAdvanced analytical and issue resolution intelligence, problem solving is essentialStrong written and verbal communication skillsWell-developed aptitude for quantitative and qualitative analysisAbility to work independently in fast-paced, multi-tasked environmentAbility to interface with team members and client personnel in demanding, deadline-driven situationsAbility and willingness to learn and adapt in an ever changing environment to meet client needsAbility to manage multiple workflows simultaneously while managing time and budgetPrior experience managing teams and the development of othersProficient with PC environments and related software, including Microsoft Office applications, especially advanced skills in ExcelExperience using ERP systems such as: Oracle, SAP, QuickBooks, NetSuite, Sage etc.Proficient use and analysis of computer models and development of dynamic spreadsheet applicationsUnderstanding of and experience with application and research of U.S. Generally Accepted AccountingPrinciples ("U.S. GAAP") and relevant auditing standards required.
Minimum Qualifications RequiredBachelor's degree required; Master's degree preferred in Accounting, Taxation or related field6 years of experience in public accounting or related field3 years supervisory experienceAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technology
The annual salary target for this job in this market is $115,000-$165,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.#LI-DE1#LI-HybridCBIZ.Jobs Category: AdvisoryREASONABLE ACCOMMODATIONIf 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 EMPLOYERCBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, 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.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:40
Job Code:FS213FTA
With over 120 offices and nearly 7,000 associates 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 is honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work Certification
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.CBIZ's Accounting Advisory Services practice is seeking a Manager with experience in public accounting as well as private experience as a controller, technical accounting role or consultant to join the organization's team to support our New England practice. The Manager will be an integral part of the accounting advisory services' team primarily focused on managing and providing deep expertise on client engagements and helping build out the practice. This position offers an exciting opportunity to join a collaborative and high energy team and to directly impact the performance and success of the practice.Essential Functions and Primary Duties:Provide accounting advisory support to clients, including implementation of new accounting standardsOutsourced Controller, Accounting Manager and Senior Accounting Staff workAbility to create or review account reconciliationsProvide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, carve-outs, complex capital raises and financing structuresWrite technical accounting memos for various topics such as equity versus debt classification, revenue recognition, lease accounting and other technical accounting mattersPerforms technical industry and company research utilizing online tools and publicly available informationSupervises and performs day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement.Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosuresProvide audit readiness servicesApplies accounting, financial, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processesDevelops new business relationships both internally at CBIZ and externally in the marketplace to help generate new businessOrganizes information to facilitate effective data access and analysisPrepares written analyses and other reports for third parties, as necessary, on the project scope and/or results of activitiesPrepares presentations and quantitative exhibits for third parties on the project scope and findingsDevelops and maintains productive working relationships with client personnel
Preferred Qualifications:Ability to travel up to 10% of the timeCPA or equivalent certificationAdvanced analytical and issue resolution intelligence, problem solving is essentialStrong written and verbal communication skillsWell-developed aptitude for quantitative and qualitative analysisAbility to work independently in fast-paced, multi-tasked environmentAbility to interface with team members and client personnel in demanding, deadline-driven situationsAbility and willingness to learn and adapt in an ever changing environment to meet client needsAbility to manage multiple workflows simultaneously while managing time and budgetPrior experience managing teams and the development of othersProficient with PC environments and related software, including Microsoft Office applications, especially advanced skills in ExcelExperience using ERP systems such as: Oracle, SAP, QuickBooks, NetSuite, Sage etc.Proficient use and analysis of computer models and development of dynamic spreadsheet applicationsUnderstanding of and experience with application and research of U.S. Generally Accepted AccountingPrinciples ("U.S. GAAP") and relevant auditing standards required.
Minimum Qualifications RequiredBachelor's degree required; Master's degree preferred in Accounting, Taxation or related field6 years of experience in public accounting or related field3 years supervisory experienceAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technology
The annual salary target for this job in this market is $115,000-$165,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.#LI-DE1#LI-HybridCBIZ.Jobs Category: AdvisoryREASONABLE ACCOMMODATIONIf 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 EMPLOYERCBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, 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.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.