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
- ...timelines. Develop and maintain strong client/investment company owner relationships. Collaborate with other service lines,... ...assurance practices, to develop a go‑to‑market strategy targeting portfolio company audits. Well versed in understanding private equity and venture...SuggestedFull time
- ...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
- Audit Manager | Portfolio Companies - CBIZ Join to apply for the Audit Manager | Portfolio Companies role at CBIZ. Location: Boston, MA. Responsibilities Results oriented mindset focused on meeting all client timelines. Develop and maintain strong client/investment company...Suggested
- A leading professional services advisor in Boston is seeking a Mid-Senior level professional for a full-time role in Accounting/Auditing and Finance. This position requires developing client relationships, collaborating on audits, and managing multiple engagements. Candidates...SuggestedFull time
$105k - $160k
Audit Supervisor or Manager, PE Investment Companies Overview Ever thought about joining a firm where you can continue building your career while working... ...practice. Professionals in this role gain exposure to portfolio company audits, direct client interaction, and...SuggestedFull timeRelocation package- A national professional services firm seeks an experienced Audit Supervisor or Manager in Boston, MA. This role involves leading audit engagements for private equity-backed companies and managing staff work while fostering client relationships. Candidates should have a...
$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...Full timeWork experience placementLocal areaRemote workFlexible hours$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...Full timeTemporary work$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- ...real estate management professionals and employers. Schochet is now accepting resumes for an experienced Portfolio Manager.We are an expanding property management company that offers excellent career advancement and an exciting chance to be part of a diverse team! The...Local area
$148.3k - $194.6k
...Portfolio Manager MassMutual's Model Portfolios team is seeking an experienced research analyst or Portfolio manager to help manage... ...ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where...$115k - $160k
...Portfolio Manager Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional... ...with experience. Performance bonuses are based upon company and personal performance and are paid annually. We will sponsor...Temporary workWorldwideVisa sponsorshipWork visaFlexible hours$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$192k - $288k
Job DescriptionGeneral Summary:The Portfolio & Program Management Business Technology Director is a role within the Portfolio & Program... ...vision benefits to generous paid time off (including a week-long company shutdown in the Summer and the Winter), educational assistance...Full timeSummer workRemote workFlexible hours2 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$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- ...The HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio... ...reports Running weekly team meetings Constantly cascade company purpose, vision, mission, values, and goals Set a great...Full timeWork at officeLocal areaFlexible hours
- ...President, Lead Commercial Real Estate Portfolio Manager - Tax Credit to manage a portfolio... ...ability to review tax returns, audits, and financial statements, with deep understanding... ...to the success of our customers and company. They are accountable for execution of all...Full timeWork experience placementWork at office
- ...Vice President, Portfolio Manager, Credit Evergreen About the Company Renowned private markets investment specialist Industry Venture Capital & Private Equity Type Private Equity Firm Founded 1982 Employees 1001-5000 Categories Consulting...
$100k - $145k
...our communities, and the world. We are seeking an Enterprise Portfolio Manager (EPM) , a client-facing, senior-level position, who will... ..., MA (hybrid) or virtual (contiguous US) Benefits: ~ Company-supported medical, dental, vision ~ Company-provided short- and...Full timeTemporary workShift work- Posting Description IP PORTFOLIO MANAGER to provide timely, subject matter expert patent advice, guidance and insights to the Associate... ...and experience filing and prosecuting patents, preferably at a company or university managing patent portfolios; deep knowledge of patent...Work at office
$168k - $272k
...bodies — will play a defining role in advancing this mission. As a Portfolio Manager within Government Partnerships, you will own one of... ...life and disability insurance; flexible time off with generous company wide holidays; paid parental leave; an educational assistance program...Full timeWork at officeLocal areaFlexible hours- ...apart quickly is most of the skill. We need someone who owns the portfolio of problems we point the platform at, sets the bar a result has... ..., or a university office; in‑house IP strategy at a deep tech company; managing a prosecution docket and the counsel attached to it....Contract workWork at office
- Role: Quantitative Derivative Portfolio Manager Department: Investment Management Team: Quantitative Portfolio Management Location: Boston... ...of portfolio management and ALM in a life insurance company Strong communication skills and ability to discuss technical topics...Full time
$200k - $250k
Company Overview Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions... ...‑advisory mandates. Role Overview The quantitative Investment Portfolio Manager is responsible for researching and developing...$200k - $250k
## Portfolio Manager, Multi AssetApplylocations: MA Boston - PanAgoratime type: Full timeposted on: Posted Yesterdayjob requisition id:... ...0 - $250,000Disclaimer: The posted salary range represents the company’s good faith estimate of the compensation for this position at...Contract workTemporary work$105k - $175k
...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. Benefits This role is currently benefits eligible. We provide...Work experience placementWork at officeFlexible hoursShift workDay shift$125k - $140k
The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio of commercial solar, battery... ...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$159.2k - $212.1k
...as they arise, and providing oversight of the budget across the portfolio of meetings. You’ll be part of our Optimize Events team in one... ...Firm Administration Operations FOR U.S. APPLICANTS McKinsey & Company is an Equal Opportunity/Affirmative Action employer. All qualified...Hourly payApprenticeshipWork experience placementWork at office- ...Portfolio Project Manager Anywhere Type: Contract Category: Program/Project Management Industry: Life Sciences Workplace... ...that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $60.00 to $65.00/hr. w2...Hourly payContract workLocal areaRemote workShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Audit Supervisor | Portfolio Companies. Be the first to apply!


