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Director, Office of The CFO Services

Chicago, IL, USA | CBIZ

  • Industry:
    Management Consulting
  • Position Type:
  • Functions:
    Accounting / Control
    Finance (Internal)
    General Management
  • Experience:
    3-5 years
Job Description:
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The Director will be a full-time permanent consultant supporting the Office of the CFO services.The Director will perform a variety of core accounting and finance related activities to support our clients, primarily middle-market private equity backed portfolio companies.Within the Office of the CFO services, the Director will serve as a resource and trusted advisor to our clients, providing guidance on a wide array of business, finance and accounting related matters faced by middle-market companies throughout the investment lifecycle.We are seeking an individual with exceptionally strong experience in finance and accounting in a client service environment.

Essential Functions and Primary Duties

Provide management and leadership for team members and experienced financial professionals (including interim Controllers and CFOs) in the areas of project management, professional development and client service.

Lead projects focused on professionalizing our clients accounting and finance departmental activities, often following an acquisition. Project activities include but are not limited to monthly close formalization; development of board packages, financial reporting and KPIs; preparation of opening and closing balance sheets and completion of transaction accounting; and support the audit of opening balance sheet and annual financial statements.

Develop and manage overall project plans. Gather key facts and circumstances and perform a gap assessment of current practices/policies

Directly manage client relationships, both with company management and private equity investors

Perform gap analysis of key finance, accounting and business processes. Identify and propose solutions to remediate US GAAP discrepancies and opportunities to improve efficiency and/or accuracy of financial reporting

Research and evaluate the accounting treatment of certain transactions including M&A or unusual items. Review documents and identify accounting issues. Liaise with outside auditors

Ability to interact with various levels of finance and business personnel and ability to explain complex matters in a succinct manner

Preferred Qualifications

Demonstrated ability to communicate confidently and effectively using a variety of styles

Strong analytical and presentation skills with a confident professional presence

Excellent time management and organizational abilities

Strong comprehension of US GAAP and exposure to CFO level and M&A activities

High degree of accuracy and efficiency with attention to detail

Self-starter and proactive with an aptitude for process improvement

Highly adaptable, flexible and client service focused

Ability to work in a fast-paced and constantly changing environment and meet tight deadlines

Strong PC skills, especially Excel and PowerPoint

Bachelor’s degree in Accounting or Finance, advanced degree a plus

7+ years of experience including supervisory and client service

Certified Public Accountant (CPA) required; advanced degree a plus

Minimum Qualifications

Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred

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 (up to 40% of the time)

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