Audit Supervisor | Portfolio Companies
CBIZ
#LI-TV1 #LI-HybridCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.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.Minimum Qualifications Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferredAt least 3 years of experience in public accounting or related field1 year supervisory experience preferredCPA candidates preferredAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on client and business needsEssential Functions and Primary DutiesResults oriented mindset focused on meeting all client timelinesDevelop and maintain strong client/investment company owner relationshipsAbility to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company auditsMust be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investmentsDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal developmentManage and retain multiple client relationships, engagements, and special projectsLeverage existing investment company relationships of audit, tax and advisory groupsReadiness to travel with audit teams as needed based on geographic locations of portfolio companies Posting Date: 2025-11-09
- ...United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business... ...team focused on audits of private equity and venture capital portfolio companies.Readiness to travel with audit teams as needed based on...SuggestedLocal area
$200k - $250k
...organization to develop customized investment solutions and diversified portfolios. The team combines strategic asset allocation, portfolio... ...unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company...SuggestedFull timeLocal area$135.6k - $300k
...constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction,... ...line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide...SuggestedFull timeWork at officeFlexible hoursDay shift$176.4k - $231.5k
Senior Quantitative Portfolio ManagerFull-TimeBoston, MAThe Opportunity The Senior Quantitative Portfolio Manager will oversee broad derivatives... ...and accountability, with work that connects directly to company and customer outcomes A collaborative environment where...SuggestedFull timeTemporary work$175k
...prosperous futures. THE ROLEUsing discretion and judgment serve as lead portfolio management representative for assigned products to internal and... ...utilizing investment resources (analysts, portfolio managers, company meetings, industry conferences, etc.).Work with distribution...SuggestedFull timeWork experience placementLocal areaRemote workFlexible hours$96.8k - $159.03k
...Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting and Covenant Tracking... ...tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly...Interim role$125k - $170k
As a global medtech company, we are driven by our Vision of changing the trajectory of lives for a new day and our Mission to create ingenious... ...— we aspire to alter the course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and...Full timeRemote workWorldwideShift work$211k - $282k
Job TitleStrategic Portfolio Director - Ultrasound (Cambridge, MA or Bothell, WA)Job DescriptionThe Strategic Portfolio Director - Ultrasound... ...days per week. Onsite roles require full-time presence in the company’s facilities. Field roles are most effectively done outside of...Full timeWork at officeImmediate startWork visaRelocation package3 days per week$115k - $140k
Company OverviewEvery firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA... ...proactive and professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of clients’ investment...Full timeTemporary workH1bWork at officeLocal areaWorldwide$135.6k - $300k
...constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction,... ...line of business and/or group; and the overall success of the Company. This role is currently benefits eligible. We provide industry-...Work experience placementWork at officeShift workDay shift$176.1k - $238.2k
...access to the same technology that powers the world's largest companies. With nearly 20 years of experience, gained from supporting hundreds... ...over 80% of unicorns, choose to launch on AWS. As a Senior Portfolio Growth Manager within AWS, you will be responsible for...WorldwideFlexible hours$86k - $128k
...employees and aim to leave a positive mark on culture. Overview As a Portfolio Manager within the Production Platform Integration Team, you0... ..., a division within Paramount Global, is the home to the company's direct-to-consumer services spanning free and paid in the form...Full time$90k - $157.5k
...the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading... ...offers the opportunity to help shape and manage multi-asset portfolios within the Investment Solutions Group (ISG). The Portfolio Manager...Full timeTemporary workFlexible hours$225k - $325k
...Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important... ...that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act. #J-188...Full timeLocal area$125k - $140k
...Job Description Job Description The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned... ...general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless...For contractorsWork experience placementWork at officeRemote workVisa sponsorshipWork visa$98.74k - $162.21k
...job posting for additional information.The VP, Business Banking Portfolio Manager III (“PM III”) reports to the Corporate Credit division... ...tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly...Work at office$124k - $335k
...ManagerJob Description & SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can...Full timeH1b$150k
...LevelDirectorJob Description & SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can...Full timeH1b$175k - $200k
...potential of both the individual and the firm.HarbourVest is an equal opportunity employer.HarbourVest is seeking a Vice President, Portfolio Manager to join our Evergreen Solutions team on a permanent, full-time basis. Guided by a clear and ambitious mission, the...Permanent employmentFull timeLocal area$55.59k - $102.47k
...Trust Department: Commercial Lending Reports to: Credit & Portfolio Admin Director Status: Exempt/Officer Pay Grade: 10... ...information as needed. • Preparation for internal and external audit requests. • Identify potential problem loans and deficiencies...Work at office- ...A leading investment management firm in Boston seeks a full-time Client Portfolio Manager to enhance client relationships and manage investment portfolios. The ideal candidate will have 15+ years of experience, extensive knowledge in portfolio construction, and strong...Full time
$185k - $225k
...office culture—all designed to support the meaningful, collaborative work that defines Acadian.Position Overview:We are seeking a Portfolio Manager to join our Equity Portfolio Management team in Boston. Our Equity Portfolio Management team oversees our benchmark-relative...Casual workWork at officeWorldwideFlexible hours3 days per week$125k - $250k
...pooled investment vehicles, and apply an actively managed, fundamentally driven investment approach.The Fixed Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage & Securitized Team and serve as a key client-facing representative of...Temporary work$78k - $140k
...Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$155k - $185k
JOB SUMMARYWe are seeking a Senior Product Marketing Manager, Portfolio to own the cross-portfolio marketing infrastructure that connects Omnicell's Hospital Solutions, Outpatient Services, and Enterprise Intelligence into a commercially effective story. Reporting to the...WorldwideShift work- ...Job Description Job Description The Portfolio Senior Property Manager is accountable for the performance of their portfolio and leading... ...reports Running weekly team meetings Constantly cascade company purpose, vision, mission, values, and goals Set a great...Work at officeLocal areaFlexible hours
- ...is an independent CPA firm that provides audit, review and attest services, while CBIZ... ...deliver exceptional client service to a portfolio of real estate clients, including real estate... ...private equity investors, and operating companies.Lead and review complex tax compliance...Local area
- ...our Business Tax Services practice. Responsibilities:Manage a portfolio of clients of varying size and scope and act as the point of contact... ...listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and...Local area
- Overview Portfolio Partners serve as strategic advisors and portfolio leaders within R&D DDT. They operate at the intersection of strategy, finance, and execution, enabling leadership teams to make informed, timely, and confident decisions. Portfolio Partners are accountable...Shift work
$120.96k - $181.44k
...part of the U.S. family of brands, which also includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Ahold Delhaize USA associates support the brands with a wide range of services, including Finance, Legal...Full timeWork at officeRemote workFlexible hours
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