Audit Director | 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 QualificationsBachelor's degree required8 years of experience in public accounting or related field6 years of supervisory experienceMust have active CPA or equivalent certificationAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProven high level of business integrity, client service and leadership skillsMust be able to travel based on client and 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. Preferred QualificationsMaster's degree preferred in Accounting, Taxation or related fieldPosting Date: 2025-11-09
- ...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
- ...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
- 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
$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$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.BenefitsThis role is currently benefits eligible. We provide...SuggestedFull timeWork at officeFlexible hoursShift workDay shift$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- 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...Full time
- ...Schochet is now accepting resumes for an experienced Portfolio Manager.We are an expanding property management company that offers excellent career advancement and an... ...achieve its financial objectives. Assist Director of Portfolio Operations to ensure accurate and timely...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 Management (PPM) organization... ...to generous paid time off (including a week-long company shutdown in the Summer and the Winter),...Full timeSummer workRemote workFlexible hours2 days per week$175k - $225k
...in strategic and dynamic asset allocation, glide path design, portfolio construction, risk management, and underlying investment selection... ...Any unsolicited resumes or candidate profiles submitted to the company or any employee will be considered the property of the company....Full timeWork at officeLocal area$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
...positive mark on culture. Overview As a Portfolio Manager within the Production Platform Integration... .... You0Bll partner with Technical Directors, Engineering, Research Platform and... ...within Paramount Global, is the home to the company's direct-to-consumer services spanning...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
- ...Vice President, Portfolio Manager, Credit Evergreen About the Company Renowned private markets investment specialist Industry Venture Capital & Private... ...regulators. Hiring Manager Title Managing Director Functions ~ Private Equity Confidential
$100k - $145k
...the world. We are seeking an Enterprise Portfolio Manager (EPM) , a client-facing, senior-... ..., salaried role reporting to a Practice Director. Note: this is not a sales position,... ...virtual (contiguous US) Benefits: ~ Company-supported medical, dental, vision ~...Full timeTemporary workShift work- Posting Description IP PORTFOLIO MANAGER to provide timely, subject matter expert patent advice... ...guidance and insights to the Associate Directors, Licensing and Licensing Managers (... ...and prosecuting patents, preferably at a company or university managing patent portfolios...Work at office
$168k - $272k
...defining role in advancing this mission. As a Portfolio Manager within Government Partnerships,... ...and ARPA‑H program managers and office directors — that lead to recurring funding... ...insurance; flexible time off with generous company wide holidays; paid parental leave; an educational...Full timeWork at officeLocal areaFlexible hours$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...- 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
- ...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
$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$82k - $123k
...maintaining the books and records of Petra’s Management Company clients Gain exposure to private equity and... ...due to manager records and reporting Prepare Portfolio Company invoices for reimbursement Support annual audit & 1099 processes for clients Prepare closing...Immediate startFlexible hours- ...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
$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...Full timeRelocation package$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$100k - $225k
...our clients. About the Role THE ROLE The Portfolio Manager-Lead within the Quantitative... ...credit markets. LOCATION The Associate Director of Portfolio Management, Quantitative Investment... ...beneficiaries over the long term. #J-18808-Ljbffr Wellington Management Company, LLPRemote workFlexible hours1 day per week- Wellington Management’s Quantitative Investment Group seeks a Portfolio Manager-Lead to design, implement and oversee systematic, model-... ...quantitative methods expertise, and strong knowledge of equity and credit markets. #J-18808-Ljbffr Wellington Management Company, LLP
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