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Senior Associate, Office of The CFO Services

Chicago, IL, USA | CBIZ

  • Industry:
    Management Consulting
  • Position Type:
  • Functions:
    Accounting / Control
  • Experience:
    3-5 years
Job Description:
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The Senior Associate will be a full-time permanent consultant supporting the Office of the CFO services.The Senior Associate 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 Senior Associate 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 a strong foundation in finance and accounting, looking to partner with our clients to achieve profitable growth.

Essential Functions and Primary Duties

Liaise with company management and external providers to gather facts and assist in the development of the engagement project plan

Assist clients with professionalizing their accounting and finance departmental activities, often following an acquisition. Responsibilities include developing, leading and executing a monthly close process including preparing account reconciliations

Understand significant finance and accounting related processes at a client and identify opportunities to improve efficiency and/or accuracy

Review transaction documents and summarize key information impacting post-acquisition activities including debt agreement requirements, compliance related deadlines, flow of funds for purchase accounting, etc.

Preferred Qualifications

Excellent foundational consulting skills including a demonstrated ability to communicate confidently and effectively using a variety of styles, strong analytical skills, a professional presence and solid presentation skills

Strong understanding of US GAAP and exposure to controllership activities including transactional accounting, monthly close, financial statement preparation and board level reporting

Strong attention to detail and capability of multi-tasking in a fast-paced environment

Advanced Excel and Powerpoint skills

Experience in Big 4 Public Accounting preferred

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 (80-100% of the time)

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