CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
Essential Functions and Primary Duties:
*Act as a valuable business partner and provide value added business analysis and advise to the senior leadership team, business unit leadership and FP&A teams in support of:
oOperational and functional decision making and planning.
oCommitments to the public and our board of directors.
oFinancial modeling in support of treasury and capital structure analysis.
oProcess improvement and efficiency projects.
*Internal management reporting.
*Monthly and periodic operating reviews.
*Annual budget and forecast process.
*Strategic plan modeling and process.
*Investment models for mergers and acquisitions, including post acquisition performance analysis.
*Capital budgeting process.
*Purchase accounting functions, including preparation of deal summaries, valuation and testing of intangibles and 141R liabilities and earn-out calculations.
*Must be able to interpret, synthesize and analyze financials, metrics and other data, arrive at supportable conclusions and recommendations and present to all levels of the organization, formally and informally, at the appropriate level of the audience.
*Assist in MD&A preparation for SEC reporting
*Go-to for ad hoc reporting and analysis requests.
*Maintain a strong knowledge of our planning and other operational systems and work with the Senior Manager of Financial Systems to develop and deploy systems and processes in support of key FP&A responsibilities company-wide.
*Provide technical advice and knowledge to others within the department
*Manage direct reports and provide staff development and succession planning
Preferred Qualifications:
*Bachelor's degree in accounting or business administration
*10 years of progressively responsible FP&A experience for a major company or division of a large corporation
*Experience in managing professional staff
*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 the organization
*Highly self-motivated, quick and agile leaner
*Ability to take ownership and responsibility to drive results
*Can make decisions or recommendations without full or complete information
*Must be analytical and intuitive
*Comfortable asking questions and challenging the status quo
*Ability to adjust to change and facilitate change
*Ability to influence others
*Build effective relationships
*High standard of integrity and attention to details
*Able to break down complex problems and develop solutions
Minimum Qualifications Required:
* Bachelor's degree required; Master's degree preferred in related field
* 8 years of experience in related field
* 6 years supervisory experience
* Certification preferred
* Ability to manage deadlines
* Ability to work on multiple assignments and prioritize accurately
* Proficient use of applicable technology
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally (and externally as applicable)
* Proven high level of business integrity, client service and leadership skills
* Must be able to travel based on department needs
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CBIZ
Jun 16, 2025