Audit Director | Alternative Investments
CBIZ#LI-MC3 #LI-Hybrid
Essential Functions and Primary Duties
- Responsible for leading audit engagements in asset management. Clients include investment funds in the private equity, infrastructure, private credit, venture capital, and real estate asset classes.
- Immediately step into a leadership role, serving as the key client contact and be viewed as a trusted business advisor by clients.
- Assist industry growth in the New England region and help lead national and regional initiatives.
- Manage the practice effectively, meeting billing targets and working on initiatives to implement AI and other technology and improve realization.
- Actively participate in business development opportunities for CBIZ.
- Ensure quality control standards are met and consistent with US GAAP, and other regulatory guidelines.
- Assist in the design, planning and review of attest procedures on valuations of investments in portfolio companies and real estate, interpretation of LPA waterfalls, PCAP analyses, and disclosures.
- Serve as an advisor on technical matters as a Subject Matter Expert in asset management. Must have significant experience with ASC 946 investment companies.
- Contribute to research and articles on technical accounting matters and provide insights in understanding new accounting standards and best practices for fund structures.
- Build out staff, growth mindset.
Preferred Qualifications
- Master's degree preferred in Accounting, Taxation or related field
Minimum Qualifications
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs