Audit Director | Portfolio Companies
CBIZ#LI-MC3 #LI-Hybrid
Essential Functions and Primary Duties
Results oriented mindset focused on meeting all client timelines
Desire to build a team focused on audits of private equity and venture capital portfolio companies.
Readiness to travel with audit teams as needed based on geographic locations of portfolio companies
Develop and maintain strong client/investment company owner relationships
Ability to collaborate with other service lines, including with our tax private equity co-sourcing group, advisory and investment company assurance practices, to develop a go to market strategy targeting portfolio company audits.
Must be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investments.
Leverage existing investment company relationships of audit, tax and advisory groups.
Supported by local assurance resources and national subject matter experts.
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