Audit Senior Manager | Portfolio Companies
CBIZ
#LI-MC3 #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 required8 years experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility 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 business needsEssential Functions and Primary DutiesResults oriented mindset focused on meeting all client timelinesDesire to build a team focused on audits of private equity and venture capital portfolio companies.Readiness to travel with audit teams as needed based on geographic locations of portfolio companiesDevelop 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 audits.Must be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investments.Leverage existing investment company relationships of audit, tax and advisory groups.Supported by local assurance resources and national subject matter experts.Additional responsibilities as assignedPreferred QualificationsMaster's degree in Accounting, Taxation or related fieldPosting Date: 2026-08-19
- 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
- ...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
$176.4k - $231.5k
Senior Quantitative Portfolio ManagerFull-TimeBoston, MAThe Opportunity The Senior Quantitative Portfolio Manager will oversee broad derivatives responsibilities across equity, interest rate... ...with work that connects directly to company and customer outcomes A...SeniorFull timeTemporary work- About this role:Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial... ...Management professionals and managers across the company and serve as an expert advisor to leadershipRequired...SeniorFull timeWork experience placement
- ...Job Description Job Description The Portfolio Senior Property Manager is accountable for the performance of their portfolio and leading their team... ...Running weekly team meetings Constantly cascade company purpose, vision, mission, values, and goals Set a great...SeniorWork at officeLocal areaFlexible hours
- ...an independent CPA firm that provides audit, review and attest services, while CBIZ... ...or equivalent certificationAbility to manage all aspects of client engagementsAbility... ...of private equity and venture capital portfolio companies.Readiness to travel with audit teams as...SeniorLocal area
- ...maintain strong client/investment company owner relationships.... ...‑market strategy targeting portfolio company audits. Well versed in understanding... ...in partnership with upper management; participate in client... ...Mayer Hoffman McCann P.C. Seniority Level Mid‑Senior level Employment...Full time
$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides independent assurance... ...key areas of the Private Wealth Management portfolio, including trust companies, registered investment advisors, and personal banking. As a Senior Audit Manager, you'll execute a risk-...SeniorFull timeRemote workShift work2 days per week- ...firm. KPMG is currently seeking a Tax Manager/Tax Senior Manager to join our Business Tax... ...practice. Responsibilities: Manage a portfolio of clients of varying size and scope... ...as well as the abilities to adhere to company policies, exercise sound judgment,...SeniorFull timeLocal area
$124k - $335k
...the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning... ...focus on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part of...SeniorFull timeH1b- ...CIBC US in Boston seeks an Alternatives Client Portfolio Manager to act as a bridge between the alternative investment team, advisory channels, and UHNW clients. You will educate advisors and clients on private equity, private credit, hedge funds, and other assets, tailoring...Senior
- TD Bank in Boston, MA is seeking a Credit Portfolio Manager II (CPM), Middle Market, to analyze and decide on credit for a designated portfolio of middle-market loans, ensuring compliance with underwriting and policy. You will lead and develop a team, manage complex deals...Senior
- AbbVie seeks a strategic Discovery Portfolio Manager to oversee portfolio analytics, governance, and executive-level reporting across external studies. You will partner with multiple functions to align priorities, monitor KPIs, and drive continuous improvement in early...Senior
$109k - $136k
...At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country. As the Commercial Real Estate Portfolio Manager , you will be responsible for credit underwriting, monitoring, and...Full timeWork at officeLocal areaWork from homeFlexible hours$120.96k - $181.44k
...omnichannel grocery brands – Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Ahold Delhaize USA associates... ..., Digital and E-commerce, Technology and more. The Senior Program Manager serves as a senior execution leader within the Transformation...SeniorFull timeWork at officeRemote workFlexible hours- MassMutual in Boston is seeking a Senior Quantitative Portfolio Manager to lead derivatives strategies and manage the Variable Annuity dynamic hedging platform. The role involves significant accountability for hedge design and performance across market environments, ensuring...Senior
$105k - $175k
...investment strategies in partnership with Senior Managers. Key responsibilities include... ...monitoring all aspects of discretionary portfolio management including asset allocation,... ...group; and the overall success of the Company.BenefitsThis role is currently benefits...Full timeWork at officeFlexible hoursShift workDay 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...Full timeWork experience placementLocal areaRemote workFlexible hours$80k - $180k
...: About Us Wellington Management offers comprehensive investment... ...Wellington Management Company was incorporated in 19... .... JOB OVERVIEW Portfolio Accounting is... ...support the firm. The Senior Portfolio Accounting Analyst... ...documentation and proper audit trail for in flight...SeniorFull timeWorldwideFlexible hours- Scorpion Therapeutics seeks an experienced leader to own the AI transformation portfolio, ensuring a clear view of purpose, scope, status, timing and value. You will balance risk and interdependencies while aligning sponsors and leaders on priorities and decisions. You...Senior
- ...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...SeniorLocal area
$150k - $225k
...growth oriented, private equity and venture backed technology companies and provides tremendous career opportunities in an... ...offer extremely competitive salary and benefit packages.This Audit Senior Manager role will be based out of our Boston, or Burlington MA office...SeniorFull timeWork at officeLocal area- A prestigious academic institution in Cambridge, Massachusetts, is looking for an IP Portfolio Manager to provide expert patent advice and manage patent portfolios across various technological areas. The ideal candidate will have a bachelor's degree in physical or life...SeniorWork at officeRemote 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- ...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... ...relationships, collaborating on audits, and managing multiple engagements. Candidates should have at...Full time
- BNY Mellon in Boston, MA, seeks a Director, Portfolio Manager to lead US thematic Tech and US Equity Growth portfolios, shaping philosophy, process, and performance. The role involves meeting clients, communicating investment strategy, overseeing asset management of significant...Senior
$175k - $225k
...As a forward thinking asset manager, we build dynamic relationships... ..., glide path design, portfolio construction, risk management... ...institutional clients.Serve as a senior product specialist for the Retirement... ...profiles submitted to the company or any employee will be...Full timeWork at officeLocal area$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$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$115k - $160k
...Portfolio Manager Ballentine Partners is a leading independent wealth management firm headquartered... ...investment strategy and working with Senior Client Advisors and Senior Investment... .... Performance bonuses are based upon company and personal performance and are paid annually...Temporary workWorldwideVisa sponsorshipWork visaFlexible hours
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