Senior Financial Analyst | Accounting and Tax

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications

5 years relevant work experience

Must have and preserve required licenses/certifications

Must possess analytical skills

Must be able to comprehend, manipulate and interpret statistical data

Proficient use of applicable technology

Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally externally

Must be able to travel based on client and business needs

Primarily responsible for executing the analysis activities required for Accounting and Tax Segment of Financial Services. This position is a primary source of financial information, analysis, and advice for the Accounting and Tax group including preparation of internal financial reporting, analysis of operating results, identification of trends, and explanation of deviations from expectations or operating plan. This includes ownership of information provided or used by the team to ensure that financial information used to make decisions is relevant, complete, and accurate. Participates regularly in cross-functional teams and helps them to make sound business decisions. This role is a business partner to others in the company, and will work directly with the Senior Finance Business Partner to help the company succeed to its fullest potential.

Essential Functions and Primary Duties

Analyze financial results and pull insights out of the data throughout the business cycle. Be a key source for accurate information to aid in decision making throughout the business including Accounting and Tax Operational and Service Line Leadership.

Design, generate, and communicate financial reporting and exception based information; particularly regarding revenues, margins, & compensation.

Play a central role in budgeting & forecasting process, ensuring that forecasts and budgets are achievable, accurate, and contribute to growth objectives.

Develop and maintain models to support key capital decisions, acquisitions, or other strategic & operational choices to layout relevant decision making information to aid in quality cash oriented decisions.

Identify and manage to resolution various financial and operational process improvements such as standard pricing model, service line margin analysis, etc.

Provide training, counsel, and technology support to the team on relevant software applications.

Evaluate and analyze key business decisions and make recommendations for profit improvement. Reconcile the actual impact of these decisions to past expectation and provide management narratives of findings.

Prepare value added monthly management narratives on the financial results (including their meaning, reasons they deviated from expectations, actions required, and future implications) that are adequate for all levels of management. This includes periodic presentation of information to upper management.

Ad-hoc analysis and special projects as often required, including systems implementations or conversions, company integrations, analysis of M&A targets, and other major process evolution and implementations.

Preferred Qualifications

Bachelor’s degree in business, finance, accounting, etc., is required

5 years of relevant work experience

Must possess analytical skills

Must be able to comprehend, manipulate and interpret statistical data

Proficient use of applicable technology

Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally

Must be able to travel based on client and business needs