CBIZ

Program Manager

• Establish and lead the Enterprise PMO as a central function that connects strategy, transformation, and execution across business units and technology.
• Partner with executive leadership to translate corporate strategy into enterprise portfolio priorities, OKRs, and KPIs.
• Design and operate a cross-functional governance model.
• Act as the connective layer across business units, IT, and corporate functions.
• Establish and maintain executive-level dashboards and scorecards.
• Lead enterprise intake, prioritization, and resource capacity planning.
• Build and develop a high-performing EPMO team.

Vice President – Enterprise Portfolio and Program Management

IT Support

• Lead and manage all phases of IT internal audit and IT SOX compliance engagements, from planning through reporting, ensuring timely delivery, high-quality results and alignment with internal audit standards and stakeholder expectations.
• Act as the primary liaison with internal teams, client stakeholders, and external auditors.
• Serve as a trusted advisor by communicating clearly, resolving issues proactively, and offering practical, risk-based solutions.
• Oversee control testing and audit execution.
• Manage team responsibilities for walkthroughs, evidence collection, and documentation updates (e.g., risk and control matrices, narratives, test plans).
• Assess control design and operating effectiveness, identify gaps or improvement opportunities, and support timely remediation.
• Communicate findings and recommendations in a clear and professional manner.
• Supervise and develop audit staff.
• Provide daily oversight, assign responsibilities, review workpapers and test results, and deliver constructive feedback.
• Coordinate audit resources across multiple engagements and multiple clients, balancing workloads and adjusting assignments to meet project demands and timelines.
• Foster a collaborative, accountable, and growth-oriented team culture through mentoring, training, formal performance development, and performance appraisals.
• Ensure quality and consistency in audit delivery.
• Apply internal audit methodology, frameworks and tools consistently across all engagements.
• Maintain high-quality documentation that meets professional and organizational standards.
• Champion adherence to frameworks, tools, and best practices.
• Drive process improvement and innovation.
• Contribute to the evolution of audit programs, templates, and tools.
• Stay informed on emerging technology risks and contribute to enhancements in audit automation, data analytics, and continuous risk monitoring.

IT Audit Manager – Risk Advisory

Actuary

• Lead project analytics, including: claims data analytics, projection modeling in Excel, program change impacts, and ad hoc requests from clients
• Facilitates client meetings, client presentations and internal team meetings
• Independently determines methodologies and approaches for projects, with communication with project lead for final approval
• Lead the development of client deliverables including Excel based deliverables, presentations, and 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 through client engagement, project timeliness, and analytical accuracy and insight

Senior Actuarial Consultant

Business Development Rep

• Identify and help to develop strategic relationships with partners or potential customers
• Work to identify business opportunities by prospecting and conducting research
• Collaborate with the operations team to create unique solutions to prospects and client problems
• Identify service/product improvements by monitoring industry trends and engaging in discussions with clients
• Follow latest industry developments, research market trend and stay up-to-date on competitors
• Provide key market intelligence based on interactions with clients, prospects, and other market players
• Populate and update relevant data in the designated customer relationship management system
• Contribute to the development of marketing strategy and plans
• Additional responsibilities as assigned

Business Development Associate – Property & Casualty

• Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
• Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when needed
• Achieve charge hour goals
• Review engagement team members accounting, tax or auditing work: provide constructive review points
• Supervise and guide team members on engagements, fostering a collaborative and productive work environment
• Train and mentor engagement team members, supporting their technical and professional development
• Assist in the client billing process with Managers, Directors or Managing Directors
• Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
• Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
• 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

Tax Supervisor

Marketing

• Assist with coordinating off-site sponsorship events, including trade show booth setup, collateral, promotional items and other logistics as needed.
• Support the coordination of in-person and virtual client, prospect and referral source events, including development and distribution of invitations, managing RSVPs and event logistics, and assistance with speaker presentations.
• Ensure all event attendees and activities are entered into Salesforce and flagged for relevant nurture campaigns and follow-up coordination to drive lead conversion
• Work closely with executive sponsors on event logistics, run-of show, targeting
• Coordinate post-event feedback collection and metrics reporting
• Coordinate sponsorship agreements, manage fulfillment of sponsor benefit deliverables, and process related invoices in collaboration with Accounts Payable
• Support regional proposal requests, including review, interpretation, and response development for Request for Proposals (RFPs).
• Collaborate with the broader proposal team, offshore team, and business partners to develop polished final deliverables; experience supporting Not-for-Profit and/or Government RFPs is a plus; maintain team bios and industry experience as needed
• Attend industry group meetings and assist regional marketing lead, as needed
• Assist with internal meeting planning, materials, content tracking, and event coordination
• Support campaign and event planning specific to the assigned industry
• Manage project intake tracking, Smartsheet and assist with project coordination with the CoE
• Ongoing maintenance and updates to professional bios and headshots repository to keep current
• Help maintain Teams channel, shared resources, and content and file management
• Organize internal documents
• Maintain marketing collateral libraries and update as needed
• Understand and maintain fluency in key platforms such as Salesforce, Pardot, Smartsheet, Project Management Platforms. Includes proactively seeking training to continue to stay current

Marketing Specialist

Account Executive

• Build and maintain client relationships, meeting specified client retention goals
• Coordinate and direct assigned client activities within client services team
• Develop a strong understanding of the client's business and strategic priorities
• Develop and execute the renewal and/or marketing strategy in accordance with client instructions
• Manage new client implementation process
• Execute solid analysis, delivering creative and practical solutions for clients
• Lead and coordinate the evaluation of marketing results, develop, and present recommendations to the client
• Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers
• Negotiate renewal action with carriers based on client needs
• Educate clients on applicable legislation and market trends
• Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
• Participate in RFP process and finalist presentations
• Identify and propose additional services to existing clients
• Ensure compliance with all regulatory guidelines
• Additional responsibilities as assigned

Account Executive – Property & Casualty

Risk

• Perform and document testing of IT processes related to Sarbanes-Oxley compliance and internal audit plans, including areas such as Logical Access, Change Management, and Computer Operations. Evaluate the adequacy and effectiveness of internal controls and identify control gaps or noncompliance with internal policies. Draft audit findings for management review.
• Develop and maintain key audit documentation including process narratives, risk and control matrices, test plans, and lead sheets. Ensure documentation reflects current processes and aligns with organizational and professional audit standards.
• Coordinate and conduct audit activities, including process walkthroughs, evidence collection and organization, and audit status updates. Assist in preparing clear and concise audit reports that communicate control issues, risk/business impact, and recommended action plans.
• Support project management efforts by assisting with team member testing assignments, resource planning, budget tracking, and client status meetings. Collaborate with project managers to keep audit work on track and aligned with objectives.
• Train, supervise, and review the work of junior team members, providing timely and constructive feedback to support their professional development and ensure quality deliverables.
• Serve in consultative role for clients seeking third-party assessments of their IT environment.
• Perform additional responsibilities as assigned, contributing to department initiatives and continuous improvement efforts.

Senior IT Audit Associate – Risk Advisory

• Perform and document testing of IT processes related to Sarbanes-Oxley compliance and internal audit plans, including areas such as Logical Access, Change Management, and Computer Operations.
• Evaluate the adequacy and effectiveness of internal controls and identify control gaps or noncompliance with internal policies. Draft audit findings for management review.
• Develop and maintain key audit documentation including process narratives, risk and control matrices, test plans, and lead sheets.
• Coordinate and conduct audit activities, including process walkthroughs, evidence collection and organization, and audit status updates.
• Support project management efforts by assisting with team member testing assignments, resource planning, budget tracking, and client status meetings.
• Train, supervise, and review the work of junior team members, providing timely and constructive feedback to support their professional development.

Senior IT Audit Associate

Bookkeeper

• Enter and code invoices accurately into the accounting system
• Verify approvals and supporting documentation for all payables
• Assist in preparing and processing vendor payments
• Maintain organized records of invoices and payments
• Reconcile vendor statements and resolve discrepancies
• Provide backup support for other accounting and finance functions as needed (e.g., bank reconciliations, journal entries, cash receipts)
• Assist with month-end and year-end closing processes
• Support audits by gathering requested documentation and reports
• Cross-train with team members to ensure continuity of operations
• Additional responsibilities as assigned and appropriate

Accounting Assistant

Client Services Representative

• Develop and implement a national standardization framework for client service and resource management across the business.
• Serve as an active member of the divisional senior leadership team, providing thought leadership and strategic input.
• Define short- and long-term goals aligned with divisional objectives for client outcomes and experience.
• Assess current best practices and client deliverables to standardize onboarding, renewal stewardship, service communications, and retention recovery plans.
• Evaluate market-specific nuances and determine where variances from industry standards are warranted.
• Partner with regional client service leaders to design and execute a national service model that improves efficiency and aligns service delivery with client expectations, including roles, workflows, SLAs, and stewardship.
• Provide ongoing guidance to regional client service leaders, including escalation management, workload balancing, and development of professional and technical bench strength.
• Drive adoption of existing technologies, AI, and offshore resources to improve compliance, data reliability, service delivery, and operating margins.
• Establish development benchmarks for client service talent tied to team KPIs and individual role and career progression.
• Provide ongoing training to the client service team on competitive practices, industry trends, and regulatory changes.
• Partner with senior leadership to evaluate emerging tools and resources, improve client retention and satisfaction, and identify staffing needs and bench strength.
• Perform other duties as assigned.

National Director – Client Service Operations, Property & Casualty

Business Operations

• The Business Process Audit Senior Associate works as a member of the Risk & Advisory Services team in providing outstanding service to our valued clients.
• You will participate in multiple engagements with public and private company clients.
• You will participate in the development of internal audit and Sarbanes-Oxley compliance documentation and testing of processes and related controls around financial and operational risks.
• Assist with recognition of internal control weaknesses, lack of compliance with internal procedures and policies, or other processes that result in inadequate, inefficient, or ineffective operations.
• You may be responsible for supervising and reviewing associates’ work and providing constructive feedback.

Senior Associate – Business Process Audit, Internal Audit, Risk Advisory

Performance Marketing

• The Marketing Center of Excellence (COE) – Online Demand Generation Senior Specialist supports CBIZ’s National Marketing team by developing and executing integrated, data-driven campaigns that build awareness, engage target audiences, and generate revenue opportunities.
• Reporting to the Director of Online Demand Generation, this role partners with Content, Creative, Digital, National Marketing, and COE Project Management to plan and execute campaign strategy in Asana, optimize buyer engagement, and measure performance across the customer journey.
• Top of Funnel Marketing (25%) Inbound Lead Generation - Build, execute and leverage web forms, landing pages, email, and other strategies focused on capturing net-new leads to nurture through to sales-ready state.
• Outbound Lead Generation - Ideate, build, coordinate, leverage and execute multi-touch account-based marketing, email, paid advertising, and social selling campaigns focused on engaging existing leads to convert them to opportunities for Sales Team.
• Account-Based Marketing - Creation of hyper-targeted, account-based marketing campaigns designed to drive revenue, recognition, and relationship within identified priority accounts.
• Middle of Funnel Marketing (25%) Sales & Marketing Operations - Serve as connector between sales and marketing teams ensuring leads are handed off to Sales Team...
• Customer Journey - Build, own, and continuously monitor key customer journeys, based on lead source.
• Identify ongoing areas of improvement within each customer journey, from awareness to conversion to advocacy.

Senior Demand Generation Specialist

Financial Planning and Analysis

• Manage projects related to the investment selection and monitoring in support of clients
• Perform investment research, compilation, review, and analysis of information to aid in decision making
• Gather data and analyze different investment managers' investment styles and portfolio characteristics and impact on investment performance
• Closely examine and monitor developments in investment management firms
• Perform due diligence and commentaries on investment managers
• Perform investment assessment and analysis for the entry and removal of preferred fund lists
• Cover asset class for preferred fund list
• Perform quarterly investment economic analysis and review economic and market trends regularly
• Assist with and complete strategic projects on a quarterly basis (mainly related to investment analysis)
• Produce reports using investment software programs such as Morningstar Direct and Envestnet
• Perform special investment research as required due to marketplace developments and/or CBIZ research initiatives
• Additional responsibilities as assigned

Senior Investment Analyst

Account Manager

• Provide service delivery to an assigned block of more complex clients
• Resolve the most complex customer service problems directly
• Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
• Build relationships with employer/group clients and serve as the primary point of contact for overall and day-to-day service delivery
• Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
• Escalate client concerns when appropriate
• Maintain data integrity and quality with any applicable software on a timely basis
• Take lead on designated renewals; prepare renewal information and present the CBIZ solution
• Works with senior staff to create needed communication materials
• Oversee new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss applicable legislation and market trends with clients
• Generate client interest in additional lines of coverage
• Coach and assist less tenured client services staff