Technical & Transactional Accounting Senior Manager

Posted 7 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Consulting • Financial Services
The Role
Lead technical and transactional accounting engagements, apply US GAAP (and IFRS as applicable), manage SEC and financial reporting, supervise and train staff, ensure high-quality deliverables, advise clients on process improvements, and support business development.
Summary Generated by Built In

#LI-CR2 #LI-Hybrid 

Responsibilities

CBIZ's Technical & Transactional Accounting Practice assists high growth companies with complex technical accounting, internal and external reporting, external audit preparation, IPO preparation, as well as systems / process and people. Our professionals assist clients with their efforts to meet financial reporting requirements, including the preparation of financial statement and regulatory filings, and the application and implementation of complex accounting standards for U.S. GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards). Our practice combines our knowledge and experience in the areas of financial reporting, risk management, and compliance to help address our clients' most important issues. We're committed to delivering integrated services with a focus on value and quality. Our professionals have deep accounting and financial reporting knowledge and experience across multiple industries.  This specialized technical knowledge and industry experience allow us to provide a unique perspective in solving today's accounting issues.

 

We ideally seek a candidate located within the San Francisco Bay Area, in proximity to our CBIZ office, to support a flexible hybrid work model. However, all qualified applicants are encouraged to apply, as we remain open to remote work arrangements.

 

Essential Functions and Primary Duties:

  • Develop extensive skills in audit procedures/facilitation, SEC reporting and technical GAAP

  • Enhance professional oral and written communication skills

  • Exhibit a professional, business–like demeanor 

  • Apply problem solving skills and deliver ARC Consulting methodology on engagements

  • Build and broaden industry knowledge to support organization and functional initiatives

  • Exercise professional judgment on engagements by identifying issues and providing proactive solutions

  • Provide recommendations for improved and enhanced business efficiency to clients

  • Demonstrate leadership and provide guidance to other engagement team members

  • Proactively manage career – set goals and career plans with Managing Directors

 

Responsibilities include:

  • Contribute to strong client relationships through meaningful interactions with high level client personnel

  • Understand engagement as it relates to client's business and industry

  • Demonstrate knowledge in all areas of client industries

  • Assume responsibility for leading execution on all engagements

  • Perform engagement planning and communicate status updates

  • Manage staff and manager utilization through delegation

  • Ensure high quality of engagement related products/deliverables

  • Train managers and staff

  • Writing/developing client reports/deliverables and communicating engagement results

  • Recognize and communicate opportunities to sell "add–on" work to client

  • Deliver services that meet ARC Consulting standards of excellence

 

Preferred Qualifications:

  • BA/BBA/BS in Accounting, Finance or business-related field 

  • U.S. CPA certification

  • MBA/MS/MA degree is a plus

  • CFA, CIA, CISA, or CISSP certification is a plus

  • 8+ years related experience required

  • Knowledge of US GAAP is required

  • Knowledge of IFRS standards is a plus

  • Prior public accounting or consulting experience is required

  • Prior industry experience is a plus

  • Team leadership skills/experience is required

  • Proficiency in MS office products, including Excel, Word and PowerPoint is required

  • Strong verbal and written communication skills

 

Qualifications

Minimum Qualifications 

 

  • Bachelor’s degree required

  • 7 years of experience in related field

  • 5 years supervisory

  • Must have and preserve required licenses

  • 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

About Us

CBIZ, 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.

Skills Required

  • Bachelor's degree in Accounting, Finance or related field
  • 7 years of experience in related field
  • 5 years supervisory experience
  • 8+ years related experience (listed in posting)
  • Knowledge of US GAAP
  • Prior public accounting or consulting experience
  • Team leadership skills/experience
  • Proficiency in MS Office (Excel, Word, PowerPoint)
  • Ability to manage deadlines, prioritize, and handle multiple assignments
  • Demonstrated strong verbal and written communication skills
  • Must have and preserve required licenses
  • U.S. CPA certification
  • MBA/MS/MA degree
  • CFA, CIA, CISA, or CISSP certification
  • Knowledge of IFRS standards
  • Prior industry experience
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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