CBIZ

Artificial Intelligence

• Be a key contributor to the technical implementation and lifecycle management of data classification and sensitivity labeling across Microsoft 365, on-premises, supported SaaS applications and endpoints.
• Monitor, maintain, and continuously improve Data Loss Prevention (DLP) policies for Exchange, SharePoint, OneDrive, Teams, endpoints, and supported SaaS applications; validate effectiveness via testing and metrics.
• Own and execute eDiscovery end to end using Archive360 and Microsoft Purview: legal holds, content search, exports, and process improvements with Legal and HR.
• Triage insider threat alerts, contribute to case building, and assist with handoffs to Legal and HR.
• Implement AI security controls for enterprise AI usage (copilot, AI agents, and AI enabled integrations/applications)
• Assist in day-to-day administration and optimization of email security controls including policies, firewall, spam detection, and email authentication

Senior AI and Data Protection Engineer

Financial Planning and Analysis

• Support the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines.
• Prepare financial statements and supporting schedules for investment fund clients, including footnote disclosures under supervision.
• Perform initial reviews and analyses of portfolio valuations, investment structures, and fair value measurements, escalating complex matters to supervisors as needed.
• Collaborate with client management and fund administrators to gather information and clarify accounting issues, referring more complex concerns to senior team members.
• Contribute to research on technical accounting matters and assist in understanding new accounting standards and best practices for fund structures, under guidance.
• Support the implementation of new financial reporting requirements and changes in accounting policies as directed by supervisors or managers.

Audit Supervisor – Alternative Investment Group

Actuary

• Facilitates client meetings, client presentations and internal team meetings
• Independently determines methodologies and approach for project
• Lead the development of client deliverables including written documents
• Manage timelines including completion of client deliverables (Excel, PowerPoint, Tableau, etc.)
• Ensures all work products are technically peer reviewed and submitted for consulting review
• Actively communicates project status updates with internal team (junior and senior members)
• Act as a resource for support staff
• Supports business development activities

Actuarial Consultant

Accounting Manager

• Work directly with clients and their external audit firms to lead and manage technical accounting advisory projects
• Serve as the primary client contact, managing engagements, fostering strong relationships, and proactively addressing client needs
• Demonstrate a deep knowledge of the client’s business and identify high-risk accounting areas
• Oversee and manage project timelines, deliverables, and client communications to ensure successful outcomes
• Generate written components of various reports/deliverables related to engagements
• Efficiently research technical accounting topics as it pertains to the engagement
• Train, mentor, and develop staff and senior staff members, promoting a culture of technical excellence, continuous learning, and professional growth
• Identify and implement technology solutions and tools to streamline processes and enhance workflow efficiency
• Actively participate in thought leadership initiatives, contributing to internal knowledge sharing, training, and continuous improvement activities
• Supporting business development efforts through client relationships and networking

Technical & Transactional Accounting Manager

Outside Sales

• Proactively identify, target, and generate new B2B opportunities through cold calling, networking, referrals, events, and digital outreach.
• Drive high-volume prospecting activity to build a strong and sustainable pipeline.
• Position our HR Solutions team as a trusted partner capable of displacing legacy HCA providers.
• Lead the full sales cycle from initial outreach to close, including discovery, solution alignment, presentations, proposals, and contract negotiation.
• Conduct consultative needs analyses to understand organizational challenges related to HR, payroll, compliance, and workforce management.
• Collaborate with internal SMEs to tailor solutions and deliver compelling business cases to prospects.
• Maintain deep knowledge of HCM/payroll technology, HR consulting services, and competitor offerings.
• Work closely with implementation and client service teams to ensure a seamless onboarding experience for new clients.
• Manage all activities, opportunities, and communications through our CRM, ensuring accurate forecasting and reporting.
• Participate in annual goal setting, performance planning, and continuous skill development.

HR Solutions Outside Sales

Project Manager

• Manage integration and alignment of major go-to-market campaigns
• Drive project management processes within the marketing team
• Ensure consistency in campaign deployment
• Partner with various teams to leverage a unified approach

Project Management Director

Account Manager

• Participate in basic client services such as issuing certificates, processing various documents, ordering various reports, assisting with spreadsheets, and invoicing
• Research, communicate, and accurately resolve *complex customer service needs according to the commitments and standards set forth by the department
• Assist in preparation and production of professional materials for presentations
• Exhibit client focused behavior and applies knowledge and training to support client needs
• Answer calls, research and process customer requests, and documents actions as appropriate
• Ensure that all internal controls and procedures are followed
• Input data into the appropriate software for vendors/carriers/clients within required timeframe
• Demonstrate expertise when operating all department equipment and software applications
• Execute administrative duties as assigned
• Additional responsibilities as assigned

Senior Account Coordinator – Employee Benefits

Human Resources

• Develop and preserve effective working relationships with CBIZ associates, business unit leadership and HR team to successfully impact performance through efficient planning, recruiting, development, and training
• Partner with leadership in driving business objectives
• Work closely with management and associates to improve relationships, culture and morale, increasing productivity and retention of talent
• Facilitate discussion with management and associates on employment matters and legal issues
• Serve as liaison with associates and Employee Service Center resolving benefit matters
• Provide ongoing associate / leader education to meet demands of growing market
• Provide input to Corporate HR in policy development
• Monitor management and associate staffing levels; identify recruiting and training needs; ensure assimilation of new hires through the onboarding program; utilize effective recruiting sources and methods to attract and select talented employees while effectively balancing external hiring and internal promotions
• Communicate and assist in the administration of various HR programs, including salary administration, health & welfare benefits, performance appraisal. planning, and other key programs
• Champion through communication and facilitation Corporate HR strategic initiatives
• Serve as liaison with management and Corporate HR in addressing disciplinary action and separations
• Conduct all exit interviews and coordinate unemployment claims
• May be primary user of HRIS
• Maintain secure personnel files
• Supervise HR staff (if applicable)
• Participate in committees and special projects
• Additional responsibilities as assigned

HR Director

Client Services Representative

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Assume significant client responsibility as client’s trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• 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
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
• Understand client’s Qualified Plan needs (as applicable)
• Supervise, train and mentor staff; listen and communicate effectively
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Tax Senior Manager – Private Client Services

Platform Engineer

• Own the design, configuration, and continuous improvement of the Freshservice platform
• Design and implement end-to-end service catalog solutions, including forms, workflows, approvals, routing, and automated fulfillment
• Develop and maintain integrations using APIs, webhooks, and middleware to extend platform capabilities
• Evaluate, test, and implement new platform features, modules, and enhancements
• Establish platform standards, including workflow design, naming conventions, and data governance practices
• Build automation solutions to reduce manual effort and improve service delivery efficiency
• Document configurations, workflows, and integrations to support knowledge transfer and long-term sustainability
• Design and deploy Device42 integration for automated asset discovery and infrastructure visibility
• Design and implement ITAM capabilities within Freshservice, including hardware and software asset tracking, lifecycle workflows, and procurement integration
• Build and administer asset lifecycle workflows: procurement, assignment, maintenance, and disposition
• Develop asset reporting, reconciliation processes, and automated discovery synchronization
• Design and implement ITOM capabilities, including discovery, event management, and orchestration
• Integrate monitoring and alerting tools to enable centralized event management, alert correlation, and noise reduction
• Develop automation runbooks and workflows to streamline operational tasks and incident response
• Build service health dashboards and operational views for critical business services
• Define event classification and routing logic to improve response times and operational efficiency
• Define and implement the CMDB data model, including CI classes, attributes, and relationship mapping
• Build and maintain configuration records for critical infrastructure, applications, and services
• Establish data quality controls, validation rules, and governance practices to ensure CMDB accuracy
• Develop service mapping capabilities to support impact analysis for Change and Major Incident Management
• Partner with technical teams to align CMDB structure with real-world service architecture

IT Service Management Platform Developer – Administrator

People Operations

• Define and lead execution of a multi-year roadmap for Oracle Fusion HCM and the broader people systems ecosystem, aligned to enterprise growth and talent strategy.
• Serve as the HR product owner for all people systems, translating business priorities into system design, configuration, and enhancements
• Lead end-to-end solution design, ensuring HR processes are effectively enabled through scalable, intuitive systems.
• Establish and lead an enterprise HRIS governance model, including intake, prioritization, service levels, and roadmap transparency.
• Partner with Technology team to ensure alignment on architecture, integrations, cybersecurity, and data governance while maintaining HR ownership of functional priorities.
• Partner with Finance to align systems with workforce planning, headcount forecasting, and financial reporting requirements.
• Partner with the Business Transformation, Innovation and AI teams to drive continuous improvement while leveraging AI-enabled functionality.
• Ensure compliance with internal controls, audit standards, and data governance requirements.
• Own the configuration strategy and standards within Oracle HCM Cloud across all modules, ensuring consistency, scalability, and quality.
• Drive continuous improvement through:
• - Workflow automation and digitization
• - Reduction of manual processes and complexity
• - Expansion of reporting and analytics capabilities
• Build structured feedback loops with HR and business leaders to continuously enhance system effectiveness.
• Advance enterprise workforce data and reporting capabilities to support real-time, data-driven decision-making.
• Build, lead, and develop a high-performing team with expertise across HR systems, configuration, product management, and analytics.

Vice President, HRIS & People Systems

IT Support

• Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• 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
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client’s organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Audit Manager

Business Intelligence Analyst

• Partner with stakeholders across Corporate, Practice, and Functional teams to understand business strategies, operational challenges, and decision-making needs.
• Elicit, analyze, and document business requirements, translating them into clear analytics use cases, KPIs, dashboards, and reporting requirements.
• Act as a trusted advisor by providing data-driven insights that support business transformation, performance improvement, and innovation initiatives.
• Develop detailed functional requirements, user stories, and acceptance criteria for BI and analytics solutions.
• Collaborate with data engineers, BI developers, and solution architects to design scalable, high-quality data and reporting solutions.
• Ensure alignment between business objectives, data definitions, and technical implementation.
• Support the development and adoption of enterprise reporting, dashboards, and analytics solutions.
• Validate data accuracy, business logic, and metric definitions to ensure consistent and reliable insights.
• Analyze trends, patterns, and performance data to identify opportunities, risks, and improvement areas.
• Lead working sessions, requirement workshops, and review meetings with stakeholders at varying levels of the organization.
• Communicate complex analytical concepts and findings in a clear, concise, and actionable manner.
• Support change management efforts related to analytics adoption and data-driven decision-making.
• Contribute to the evolution of BI standards, best practices, data governance, and analytics maturity across the organization.
• Identify opportunities to improve processes, tools, and methods used in business analysis and BI delivery.
• Support prioritization, roadmap planning, and intake processes for BI and Data Insights initiatives.

Senior Business Analyst – Business Intelligence, Data Insights

QA Engineer

• Perform data quality validation and testing for reporting, dashboards and datasets to ensure accuracy, completeness and reliability.
• Validate data consistency between systems, ensuring no duplication, misalignment or data integrity issues
• Monitor and troubleshoot data refreshes, identifying, investigating, and resolving data anomalies, inconsistencies, or errors.
• Support light dashboarding and ad hoc data pulls in Power BI and SQL to assist validation efforts and stakeholder inquiries
• Leverage Power BI and Power Query to analyze data models, understand data relationships and validate backend logic
• Use Power Automate to support workflow automation related to data validation, monitoring and alerts
• Collaborate with business units, finance, audit, and IT to understand data needs and provide actionable insights.
• Clean, transform, and prepare large data sets to support business analysis, decision-making, and reporting requirements.
• Document data sources, data flows, and analytical methodologies to ensure transparency and repeatability.
• Present analysis findings and recommendations to stakeholders in clear, understandable terms.
• Stay current with industry best practices and emerging technologies relevant to data analysis and business intelligence.

Data Quality Engineer

• Achieve annual new revenue objectives through consultative sales 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