Technical & Transactional Accounting Senior Manager

#LI-CR2 #LI-Hybrid  #CBIZAdvisory

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 

• 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 CBIZ 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

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