Audit Manager | 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 5 years of experience in public accounting or related field3 years supervisory experienceMust have active CPA or equivalent certificationAbility 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 technologyEssential 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 companiesPreferred QualificationsMaster’s degree in Accounting, Taxation or related field Posting Date: 2025-11-09
- ...an independent CPA firm that provides audit, review and attest services, while CBIZ... ...or equivalent certificationAbility to manage deadlines, work on multiple assignments... ...of private equity and venture capital portfolio companies.Readiness to travel with audit teams as...SuggestedLocal area
$200k - $250k
...partnerships. As a forward thinking asset manager, we build dynamic relationships with... ...customized investment solutions and diversified portfolios. The team combines strategic asset... ...or candidate profiles submitted to the company or any employee will be considered the property...SuggestedFull timeLocal area$135.6k - $300k
...responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio... ...and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible....SuggestedFull timeWork at officeFlexible hoursDay shift$175k
...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 responsibilities across equity, interest... ..., with work that connects directly to company and customer outcomes A collaborative...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$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... ...aspire to alter the course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and activating the integrated...Full timeRemote workWorldwideShift work$211k - $282k
Job TitleStrategic Portfolio Director - Ultrasound (Cambridge, MA or Bothell, WA)Job DescriptionThe... ..., MA or Bothell, WA) is responsible for managing the Ultrasound Portfolio by ensuring we... ...roles require full-time presence in the company’s facilities. Field roles are most...Full timeWork at officeImmediate startWork visaRelocation package3 days per week$115k - $140k
Company OverviewEvery firm has a culture - the values, beliefs, methodology, attitudes and... ...Advisory is an independent investment management and strategic advisory firm committed to... ...professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of...Full timeTemporary workH1bWork at officeLocal areaWorldwide$135.6k - $300k
...responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio... ...and/or group; and the overall success of the Company. This role is currently benefits eligible. We...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... ...over 80% of unicorns, choose to launch on AWS. As a Senior Portfolio Growth Manager within AWS, you will be responsible for developing and managing...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, you0Bll help... ..., a division within Paramount Global, is the home to the company's direct-to-consumer services spanning free and paid in the...Full time$90k - $157.5k
State Street Investment Management, one of the industry's largest institutional asset managers... ...arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street... ...opportunity to help shape and manage multi-asset portfolios within the Investment Solutions Group (...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... ...injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act. #J-1...Full timeLocal area$98.74k - $162.21k
...posting for additional information.The VP, Business Banking Portfolio Manager III (“PM III”) reports to the Corporate Credit division and works... ...opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly...Work at office$125k - $140k
...Job Description Job Description The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned portfolio... ...services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement...For contractorsWork experience placementWork at officeRemote workVisa sponsorshipWork visa$150k
...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... ...the team focus on key issues like wealth management, compliance, cash flow management, equity expansion...Full timeH1b$124k - $335k
...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... ...the team focus on key issues like wealth management, compliance, cash flow management, equity expansion...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 Evergreen...Permanent employmentFull timeLocal area$120k - $160k
...is seeking an experienced and motivated Audit Manager to join our Banking and Insurance... ...quality assurance services to insurance companies, banks, credit unions, and specialty finance... ...for credit losses (CECL), loan portfolio analysis, deposit operations, interest...Flexible hours$55.59k - $102.47k
...Commercial Lending Reports to: Credit & Portfolio Admin Director Status: Exempt/Officer... ...and customer character with Relationship Manager (RM). Recommend alternative credit... ...• Preparation for internal and external audit requests. • Identify potential problem...Work at office$78k - $140k
...providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than... ...partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$185k - $225k
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered... ...work that defines Acadian.Position Overview:We are seeking a Portfolio Manager to join our Equity Portfolio Management team in Boston...Casual workWork at officeWorldwideFlexible hours3 days per week- ...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
$125k - $250k
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 trillion... ...driven investment approach.The Fixed Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage &...Temporary work$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- ...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
- ...independent CPA firm that provides audit, review and attest services,... ...certificationAbility to manage all aspects of client engagementsAbility... ...client service to a portfolio of real estate clients,... ...equity investors, and operating companies.Lead and review complex tax compliance...Local area
- ...as a firmKPMG is currently seeking a Tax Manager/Tax Senior Manager to join our Business... ...Services practice. Responsibilities:Manage a portfolio of clients of varying size and scope and... ..., as well as the abilities to adhere to company policies, exercise sound judgment,...Local area
- Overview Portfolio Partners serve as strategic advisors and portfolio leaders within R&D DDT. They operate at the intersection of strategy... ...-level financial planning, forecasting, and ongoing financial management. Translate financial data into actionable insights for senior...Shift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Audit Manager | Portfolio Companies. Be the first to apply!


