Audit Supervisor | Portfolio Companies
CBIZ
Job Description CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. Essential Functions and Primary Duties Results‑oriented mindset focused on meeting all client timelines. Develop and maintain strong client/investment company owner relationships. Collaborate with other service lines, including tax private equity co‑sourcing group, advisory, and investment company assurance practices, to develop a go‑to‑market strategy targeting portfolio company audits. Well versed in understanding private equity and venture capital investment life cycle, including potential public and private exits of such fund investments. Demonstrate 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 development. Manage and retain multiple client relationships, engagements, and special projects. Leverage existing investment company relationships of audit, tax, and advisory groups. Readiness to travel with audit teams as needed based on geographic locations of portfolio companies. Minimum Qualifications Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field. At least 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. About Us 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. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Accounting/Auditing and Finance Industries Business Consulting and Services #J-18808-Ljbffr CBIZ
- ...is an independent CPA firm that provides audit, review and attest services, while CBIZ provides... ...and maintain strong client/investment company owner relationshipsAbility to collaborate... ...a go to market strategy targeting portfolio company auditsMust be well versed in understanding...Suggested
- ...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
- 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
$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$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$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$100k - $163k
About this role:Wells Fargo is seeking a seeking a Senior Portfolio Manager to join our Credit Execution Team within the Commercial Bank... ...those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk...Full timeWork experience placement$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- ...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
$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$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$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
- ...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
- ...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...
$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- 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
$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$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$212k - $333.19k
...management, executive reporting, and decision enablement across the GCM portfolio. The Senior Director will partner with senior stakeholders... ...in medical, dental, vision insurance, a 401(k) plan and company match, short-term and long-term disability coverage, basic life...Minimum wageTemporary workWork at officeLocal area$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$211k - $282k
Strategic Portfolio Director - Ultrasound | Philips Electronics The Tone: This is an office role at Philips Electronics, located in Cambridge, MA or Bothell, WA. Philips is a health technology company built on the belief that every human matters, striving to provide quality...Full timeWork at office$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$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$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-18...Full timeLocal area- Pinnacle Search is partnering with a premier private equity investment firm to identify a Manager, Portfolio Support who will work directly with portfolio company leadership teams to drive value creation across a diverse portfolio of middle‑market businesses. This is a...
$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
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