CBIZ

Accounting Manager

• Oversee day-to-day accounting operations for international entities, including general ledger, reconciliations, and month/quarter/year-end close; ensure timely and accurate reporting aligned with corporate close timelines
• Manage intercompany transactions, eliminations, reconciliations, and consolidation inputs across international entities, including foreign currency translation and cost allocation treatment
• Ensure compliance with U.S. GAAP and local statutory requirements; coordinate local statutory reporting, audits, and regulatory obligations across jurisdictions
• Design, implement, and monitor internal controls across global operations; support audit readiness and execution in partnership with internal and external auditors
• Support integration of newly acquired offshore operations into the firm's accounting and reporting environment
• Establish standardized accounting processes, documentation, and ownership across offshore teams; remediate gaps in processes, controls, and reporting during the integration phase
• Partner with operations leadership to transition from vendor-based processes to a scalable internal model
• Drive standardization and continuous improvement of international accounting processes; identify opportunities to improve efficiency, data quality, and reporting transparency across entities
• Partner with FP&A, operations, and offshore leadership to provide financial visibility into international and offshore operations
• Support budgeting, forecasting, and scenario analysis related to offshore delivery and expansion
• Translate financial results into actionable insights for operational leaders, with focus on cost optimization, productivity, and margin improvement
• Support system alignment and process harmonization initiatives across geographies
• Supervise and mentor accounting staff, including offshore team members; establish clear responsibilities, performance expectations, and accountability across distributed teams
• Serve as the primary liaison between U.S. finance leadership and offshore accounting teams
• Foster a collaborative, process-driven, and high-performance team environment
• Strong technical accounting foundation with experience in multi-entity or international environments
• Able to operate effectively in evolving or partially built operating models; experience with offshore teams or shared service environments preferred
• Strong analytical skills with the ability to translate financial data into actionable business insight
• Builds credibility quickly across functions and geographies; communicates technical accounting concepts clearly to operational audiences
• Hands-on, solutions-oriented, and process-focused; able to influence without direct authority
• Comfortable managing multiple priorities in fast-paced, ambiguous environments

Accounting Manager – International

• Serve as a dedicated resource for BlackLine implementation, supporting task management, account reconciliations, and transaction matching capabilities.
• Evaluate and recommend future functionality and modules to advance the accounting transformation roadmap.
• Manage implementation workstreams end-to-end, including project planning, status reporting, risk/issue management, and stakeholder communication.
• Lead process design and documentation, aligning future-state workflows to policy, controls, and close requirements.
• Plan and execute quality control and user acceptance testing (UAT), including test scripts, defect triage, and sign-off coordination.
• Develop and deliver training for end users; create training materials in multiple formats (e.g., written guides, job aids, videos) as needed.
• Define, document, and operationalize procedures and controls to support a controlled go-live and sustainable execution.
• Support final system configuration and issue resolution, partnering with IT/implementation teams to troubleshoot and stabilize functionality prior to go-live.
• Participate in user acceptance testing, including scenario development, execution support, and defect management.
• Contribute to training material development and end-user enablement for new processes and system changes.
• Support control design and pre go-live testing to ensure appropriate governance and compliance readiness.

Manager – Accounting Transformation

Account Manager

• Provide service delivery to an assigned block of clients
• Resolve moderately 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 (not individual members) 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
• Assist client services management in conducting client meetings as needed
• Inputs data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Participate with new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned
• May provide guidance and direction to less experienced client service staff

Account Manager – Property & Casualty

Manager

• Lead engagements end‑to‑end—from scoping and analysis through delivery—driving projects to completion.
• Manage and develop junior team members; set milestones and ensure execution.
• Communicate with clients throughout the engagement; present findings and deliverables in a clear, decision‑oriented, value‑adding way.
• Perform and review complex financial analyses and economic/industry research.
• Oversee preparation and quality of reports, exhibits, tables, and presentations across multiple models and assignments.
• Contribute to practice development and process improvements.

Senior Manager, Valuation and ESOP Transactions

General Counsel

• Provide central office legal support to draft, review, negotiate and manage new and existing contracts and account relationships, business and vendor relationships across all CBIZ Property & Casualty and Life Insurance practice groups
• Ability to utilize DocuSign, Docuware, Sagitta and Salesforce
• RFP support for all practice areas
• Assist with acquisition issues
• Develop and implement workflow process with a focus on improvements through AI
• Primary legal support to Property & Casualty when CBIZ is the Client (contracts and disputes)
• Maintain contract templates
• Additional responsibilities as assigned

Corporate Counsel – Benefits & Insurance Services

Financial Planning and Analysis

• Optimize business planning efforts and model development for middle-market companies
• Assist in development of financial and operational reporting and strategic analysis
• Communicate with key stakeholders, including company management and private equity teams
• Support development and deployment of actionable plans and communicate results
• Take ownership of budgeting, forecasting, profitability analysis, and data management tasks

Senior Strategic Financial Planning & Analytics Associate

• Lead tax compliance and consulting engagements for a diverse portfolio of nonprofit and educational organizations, including public charities, private foundations, educational and health & human services organizations
• Review and oversee preparation of complex nonprofit tax filings, including Forms 990, 990-1, 990-PF, state charitable registrations and related informational returns.
• Serve as a trusted advisor to nonprofit clients on tax-exempt compliance matters, including UBIT, executive compensation, intermediate sanctions, charitable contribution rules and private foundation regulations
• Partner with audit, advisory and consulting teams to deliver integrated solutions and identify opportunities to expand client relationships across broader firm service lines.
• Help lead & grow the Exempt Organizations tax practice
• Work with other nonprofit tax professionals in the firm to further Industry goals
• Present tax filings, key tax matters, and compliance considerations to Audit Committees, provide technical guidance on nonprofit tax matters, including exempt status maintenance, structuring considerations, unrelated business activities, and emerging regulatory developments.
• Develop and mentor tax professionals, fostering technical excellence, accountability, and strong client service within the nonprofit tax practice.
• Build and maintain strong client relationships with CEOs, CFOs, controllers, audit committees, and board leadership in the nonprofit sector.
• Stay current on federal, state, and local tax developments impacting exempt organizations and proactively communicate practical implications to clients and internal teams
• 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
• Responsible for managing staff
• Act as an internal advisor on technical matters as a Subject Matter Expert
• Drive a team environment; demonstrate support of management decisions and builds a positive culture

Tax Director – Non-profit

• Provide service delivery to an assigned block of clients
• Resolve moderately 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 (not individual members) 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
• Assist client services management in conducting client meetings as needed
• Inputs data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Participate with new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned
• May provide guidance and direction to less experienced client service staff​

Account Manager – Employee Benefits

• Advise and support the business in areas related to future state financial performance
• Own the forecasting, budgeting, and management reporting process for assigned business units
• Surfacing insights, risks, and opportunities proactively
• Build trusted relationships with non-finance leaders
• Partner closely with the Director of Strategic Finance to support financial strategy

Senior Finance Business Partner

• Lead engagements end‑to‑end—from scoping and analysis through delivery—driving projects to completion.
• Manage and develop junior team members; set milestones and ensure execution.
• Communicate with clients throughout the engagement; present findings and deliverables in a clear, decision‑oriented, value‑adding way.
• Perform and review complex financial analyses and economic/industry research.
• Oversee preparation and quality of reports, exhibits, tables, and presentations across multiple models and assignments.
• Contribute to practice development and process improvements.
• Additional responsibilities as assigned

Valuation and ESOP Transaction Manager

Consultant

• Perform business valuation, transaction feasibility and other ad-hoc financial analyses on a wide range of assignments.
• Gain an understanding of business operations alongside historical and prospective financial information.
• Conduct and apply market, economic and industry research.
• Identify and apply relevant valuation / accounting / finance principles and guidance.
• Prepare professional models, reports, tables, exhibits, and charts using Microsoft Office products.
• Develop client deliverables, including valuation and transaction feasibility reports and proposals.
• Demonstrate capacity to work on multiple engagements simultaneously while effectively managing deadlines.
• Drive the due diligence process by creating informed client information request lists and meeting agendas, identifying key areas of focus and/or follow-up.
• Review, reconcile and summarize engagement-related files / documentation maintained in compliance with firm policy and applicable industry and regulatory requirements.
• Assist in transaction execution by comprehending and maintaining oversight of key priorities and matters.
• Foster positive, professional relationships with clients and other stakeholders.
• Guide and review the work of the staff associates and provide regular feedback.
• Maintain and improve high-quality and dynamic valuation and transaction feasibility model and presentation templates.
• Seek and develop ideas that will increase the efficiency and quality of services and develop group knowledge.
• Recognize areas to advance individual expertise, gain specialized knowledge or obtain additional relevant certifications.

Senior Consultant – Valuation and ESOP Transactions

Learning and Development

• The Vice President (VP) of Enterprise Learning and Development leads the design and execution of a future-ready learning and development strategy.
• This leadership role is instrumental in building a high-performing pipeline of talent with the skills and experiences needed to serve our clients with innovative services and solutions and capitalize on our continued investment in innovation and technology.
• This role ensures that meaningful learning opportunities exist for team members at all levels and stages of their career paths and drives continuous improvement in learning through innovative technologies, modalities, and delivery platforms.
• The VP works to align our enterprise learning and development strategy with the overall growth goals of our business, supports our commitment to exceptional client service and reflects best practice and industry trends.

VP of Enterprise Learning and Development

• 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

Talent Solutions Manager – Seasonal

Director

• **Essential Functions and Primary Duties**
• - 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

Managing Director – Transaction Advisory Services

Analyst

• 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.