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
$10k
...prosperous futures. THE ROLEUsing discretion and judgment serve as lead portfolio management representative for the quantitative solutions team... ...utilizing investment resources (analysts, portfolio managers, company meetings, industry conferences, etc.).Ability to position...SuggestedFull timeLocal 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...SuggestedInterim role$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...SuggestedTemporary workWorldwideVisa sponsorshipWork visaFlexible hours- ...Portfolio Manager III Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge... ...applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition...Work experience placementWork at officeFlexible hoursShift workDay shift
$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$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$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$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$225k - $325k
...SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment... ...Relationship Management Partner with PCG Managing Directors on complex client relationships... ...for the new claim for compensation. The Company complies fully with the Americans with Disabilities...Full timeLocal area$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$98.74k - $162.21k
...job posting for additional information.The VP, Business Banking Portfolio Manager III (“PM III”) reports to the Corporate Credit division... ...tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly...Work at office$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... ...progress in our careers, now and in the future.As a Director, you'll work as part of a team of problem solvers...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$175k - $200k
...opportunity employer.HarbourVest is seeking a Vice President, Portfolio Manager to join our Evergreen Solutions team on a permanent, full... ...Credit Evergreen team reporting into a Boston based Managing Director (MD). They will support the MD and a London based Principal in...Permanent employmentFull timeLocal area$55.59k - $102.47k
...Department: Commercial Lending Reports to: Credit & Portfolio Admin Director Status: Exempt/Officer Pay Grade: 10 Salary Range... ...information as needed. • Preparation for internal and external audit requests. • Identify potential problem loans and...Work at office$125k - $250k
...pooled investment vehicles, and apply an actively managed, fundamentally driven investment approach.The Fixed Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage & Securitized Team and serve as a key client-facing representative of...Temporary work$78k - $140k
...Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$185k - $225k
...office culture—all designed to support the meaningful, collaborative work that defines Acadian.Position Overview:We are seeking a Portfolio Manager to join our Equity Portfolio Management team in Boston. Our Equity Portfolio Management team oversees our benchmark-relative...Casual workWork at officeWorldwideFlexible hours3 days per week- ...Portfolio Manager Schochet is now accepting resumes for an experienced Portfolio Manager... ...We are an expanding property management company that offers excellent career advancement... ...its financial objectives. Assist Director of Portfolio Operations to ensure accurate...
$99k - $266k
...problems to develop top-quality deliverables. You shall also adopt a practical and holistic approach to meet the unique needs of private companies and their owners, thriving in an environment where transactions are complex and require an advanced level of sophistication....Contract work$155k - $185k
JOB SUMMARYWe are seeking a Senior Product Marketing Manager, Portfolio to own the cross-portfolio marketing infrastructure that connects... ...into a commercially effective story. Reporting to the Director of Platform, Portfolio & Center of Excellence, this IC role owns...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,... ...closely with Managing Directors and Directors to deliver exceptional client service to a portfolio of real estate clients, including... ...investors, and operating companies.Lead and review complex tax compliance...Local area
- ...our Business Tax Services practice. Responsibilities:Manage a portfolio of clients of varying size and scope and act as the point of contact... ...listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and...Local area
$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$140k - $160k
...stage of growth and evolution, Vestmark Advisory Solutions seeks a Portfolio Manager in our direct indexing investment management team. This... ...package, which includes equity‑based grants for all new hires, company‑paid medical premiums of 90%, a competitive time‑off program,...Remote work$120.96k - $181.44k
...part of the U.S. family of brands, which also includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Ahold Delhaize USA associates support the brands with a wide range of services, including Finance, Legal...Full timeWork at officeRemote workFlexible hours- Overview Portfolio Partners serve as strategic advisors and portfolio leaders within R&D DDT. They operate at the intersection of strategy, finance, and execution, enabling leadership teams to make informed, timely, and confident decisions. Portfolio Partners are accountable...Shift work
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