CBIZ

Financial Planning and Analysis

• Provide core operational accounting, financial reporting including post-acquisition optimization and prep-for audit, among other services, for our fast-growing private equity backed companies;
• Prepare core financial information, models and analyses relative to the engagement requirements/expectations;
• Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables;
• Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;
• Take ownership of the functional work, which could include post-acquisition accounting/finance process optimization, preparation for audit, inventory costing improvement, sell-side support, etc.

CFO Advisory Manager

• Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.
• Identify client issues and conflicts; proactively communicate solution options to client and team
• Review of all federal and state tax returns and K-1s and related filings
• Review and respond to federal and state notices received
• Assist in gathering data and reviewing schedules to be used in preparing tax returns
• Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
• Prepare year end estimates
• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
• Understand the client’s organization, procedures and internal policies
• Manage and retain multiple client relationships, engagements and special projects
• Responsible for billing and realization on assigned clients
• Able and willing to work with client personnel at client location, as needed
• Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients
• Identify need for staffing resources and manage scheduling process for staff
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and builds a positive culture
• Participating in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Senior Tax Manager – Private Credit Fund Outsourcing

• Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Addresses questions on technical accounting matters from team members and upper level client management
• Has intermediate to advanced level tax preparation skills
• Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis
• Manages multiple assignments inside an engagement
• Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
• Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
• Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
• Identifies opportunities to leverage staff including designing staffing structure of engagement
• Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
• Trains, supervises and mentors lower level staff
• Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives

Tax Senior Associate

Senior Tax Associate

• Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required.
• Demonstrate understanding of the client’s business including analysis and planning of client engagements.
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed.
• Achieve charge hour goals.
• Review associates' accounting, tax or auditing work: provide constructive review points.
• May supervise associates on engagements.
• Train and mentor associate staff.
• Participate in practice development activities such as membership in qualified organizations capable of referring potential engagements.
• Execute administrative duties as assigned.
• Additional responsibilities as assigned.

Insurance

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
• Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
• Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
• Document activity, notes, and prospect data in appropriate CBIZ systems
• Develop and present recommendations to clients based upon consultative selling approach
• Appropriately close for new business, documenting won and lost opportunities and reasons
• Seamlessly transition sold clients to designated client service team
• Serve as client’s valued advisor; building a strategic and personal relationship with key client decision makers
• As appropriate, work with client service team to serve client and retain business
• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
• Identify, initiate, and support cross serving leads to other CBIZ business developers
• Responsible for meeting annual sales goals if applicable to position
• Additional responsibilities as assigned

Commercial Insurance Advisor – Property & Casualty

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Tax Director

Director

• Demonstrate proactive client contact; viewed as a trusted business partner
• Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
• Coach staff on business development strategies
• Could have direct profit responsibility for specialty practice
• Responsible for ongoing planning, marketing and business development of a specialized department
• Responsible for team and or department meeting budgeted goals
• Responsible for practice billing and timely collection of fees
• Participate in various administrative aspects of managing business unit
• Establish team environment and a positive culture
• Ensure quality control standards are met
• May be a member of the Senior Operations Management Team
• Additional responsibilities as assigned

Audit Managing Director

Tax Managing Director

Support Engineer

• **Essential Functions and Primary Duties**
• Diagnose and resolve DSL and T1 connectivity issues, as well as troubleshoot routers, computers, printers, phone systems, cabling, TVs, fax, and scanning systems.
• Provide advanced technical support and exceptional customer service to CBIZ and Edward Jones field staff, home office employees, and management.
• Assist field service technicians with office relocations, system installations, and modifications.
• Support field service engineers in new branch office installations.
• Deliver training sessions for new hires on IT systems and best practices.
• Follow escalation procedures to ensure timely resolution of installations, relocations, and service requests.
• Develop and implement high-level technical solutions for mechanical and electrical equipment issues.
• Manage multiple technical support tasks efficiently and effectively.
• Serve as a liaison between Edward Jones Corporate Headquarters and field service technicians, ensuring smooth communication and issue resolution.
• Perform additional duties as assigned to support IT operations.

IT Support Technician – Network Solutions

Tax Director – HNW

Accounting Manager

• Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
• Monitor the financial performance of Clients
• Compile and analyze financial reporting packages
• Prepare monthly and annual operating budgets
• Develop and manage financial controls in accordance with the company’s procedures
• Communicate financial metrics to senior management
• Provide leadership and support to accounts receivable and accounts payable departments
• Review relevant work papers and account reconciliations, including payrolls processed
• Review monthly financial statements, including cash flow statements
• Research complex accounting transactions and document conclusions
• Supervise, mentor, and train team members
• Network with industry professionals to generate new engagements
• Travel to local client sites as needed

Accounting Manager – Healthcare

• Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements
• Operate accounting functions, including accounts payable, accounts receivable, payroll, general ledger maintenance and financial close process.
• Prepare or assist in client’s internal financial statements, ensuring accuracy and compliance with GAAP or other relevant accounting standards
• Coordinate reporting requirements with external auditors and tax accountants (as needed)
• Make recommendations for changes as needed, and ensure that company policies and procedures are followed
• Maintain client relationships

Senior Associate, Outsourced Accounting

Account Manager

• Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests
• Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions
• Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
• Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team
• Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
• Pull claims reporting data for account teams to identify trends and opportunities for improvement
• Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
• Manage the enrollment process for new hires, including orientation sessions and coordinating with benefit providers
• Process changes to benefits due to life events such as marriage, birth, adoption, or qualifying changes in employment status
• Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables
• Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction
• To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam

CFO Advisory Manager

Senior Tax Manager – Private Credit Fund Outsourcing

Tax Senior Associate

Senior Tax Associate

Tax Senior Associate

Senior Tax Associate

Commercial Insurance Advisor – Property & Casualty

Tax Director

Audit Managing Director

Tax Managing Director

IT Support Technician – Network Solutions

Tax Director – HNW

Accounting Manager – Healthcare

Senior Associate, Outsourced Accounting

Account Coordinator I – Employee Benefits