Jobs at CBIZ

Sell full-suite HCM and payroll solutions to mid-market clients by prospecting new logos, managing the full sales cycle, tracking activities in CRM, partnering with implementation teams, and identifying cross-sell opportunities to meet revenue targets.

Lead and build a high-growth AI sales organization as a player-coach: manage Senior Account Executives, drive revenue and pipeline, support complex pursuits, enforce CRM and forecasting discipline, recruit and develop talent, and collaborate with marketing, alliances, and delivery teams to scale AI consulting and managed services.

Sell AI advisory and transformation services by prospecting, building executive relationships, managing opportunities, and closing complex six- and seven-figure engagements. Position AI strategy, governance, Copilot, data optimization and collaborate with delivery teams to develop proposals, presentations, and executive business cases while meeting quotas and maintaining pipeline and forecasting.

Lead strategic FP&A engagements for private equity-backed portfolio companies. Build forecasting models, prepare financial and operational reporting, analyze profitability, improve processes, deploy data analytics, manage stakeholders, and oversee project deliverables and teams to support decision-making.

Serve as primary client contact for employer/group benefits accounts: deliver service, resolve moderately complex issues, coordinate with internal teams and vendors for enrollments, renewals, and new client setup, input data into software, conduct client meetings, escalate concerns, and identify opportunities for additional coverage.

Lead planning, execution, and completion of audits for alternative investment entities. Supervise, mentor, and review engagement teams, manage budgets and charge hours, support client billing, develop subject-matter expertise, and participate in practice development.

Hunt and secure net-new executive search clients through outbound prospecting, discovery calls, presentations, and networking. Build and manage pipeline/CRM, meet BD targets, collaborate with recruiting for handoffs, develop strategic growth initiatives, and support pricing, forecasting, and deal negotiation.

Supervise audit engagements, review engagement team work, manage budgets and charge hours, train and mentor staff, assist client billing, develop industry specialization, participate in practice development, and perform administrative duties.

Design and execute IT compliance and security audits, perform risk assessments and SOX testing, document systems and controls, analyze data, identify control deficiencies and recommend remediations, prepare audit reports and present findings, manage multiple engagements, supervise IT risk staff, and liaise with business and technical teams.

Support private-equity backed portfolio companies with forecasting, budgeting, reporting, profitability analysis, and data-driven decision support. Build and deploy financial and operational models, communicate findings to C-suite and PE teams, improve processes, manage data, and lead engagement deliverables to drive performance and value.

Lead FP&A engagements for private equity-backed middle-market companies by developing forecasting models, financial and operational reporting, profitability analysis, and process improvements. Manage project resources, communicate with C-suite and PE stakeholders, implement performance management capabilities, and support deployment of actionable plans. Emphasizes data analytics, Excel modeling, and client-facing advisory responsibilities with travel as needed.

Lead and complete audit engagements, review and mentor staff, manage engagement budgets and timelines, communicate with clients and managers, participate in practice development, and assist with billing and specialty practice knowledge development.

Manage complex tax engagements, advise clients on tax planning and compliance, supervise and mentor staff, oversee engagement deliverables and quality control, drive business development and client relationships, manage billing and budgets, and participate in client meetings and proposals. Travel as needed.

Sell full-suite HCM and payroll solutions to new mid-market clients. Prospect and generate new logos, manage full sales cycle, track activity in CRM, collaborate with implementation teams, support cross-sell opportunities, and meet new revenue targets.

Sell employee benefits through consultative sales to new and existing clients. Build and manage a qualified pipeline, document activity, present recommendations, close business, transition clients to service teams, and meet annual sales goals. Serve as a trusted advisor, support cross-selling, communicate market intelligence to leadership, and travel as needed.

Support private equity-backed portfolio companies by developing forecasting and reporting models, performing profitability and financial analysis, implementing FP&A processes, managing data and analytics, and communicating results to management and PE teams to drive decision-making.

Serve as a Manager in Global Information Reporting providing advisory and compliance services for FATCA, CRS, Chapter 3, 1099 and withholding regimes to financial institutions and private equity clients. Coordinate international teams, manage client engagements, supervise associates, perform detailed reviews of reporting data and tax form validations, contribute to internal technology requirements and testing, and provide training on regulatory impacts.

Lead buy- and sell-side M&A tax engagements including tax due diligence, federal tax interpretation, reporting findings, deal-structuring advice, engagement management, project review, client executive interfacing, and developing client relationships while managing multiple projects and mentoring team members.

Supervise audit engagements end-to-end, ensuring quality, timeliness, and budget adherence. Perform financial statement analysis, internal control assessments, GAAP/IFRS compliance, audit planning, risk assessment, workpaper review, and regulatory compliance. Use audit software and ERP systems and oversee team audit deliverables while developing industry expertise.

Provide client services for global information reporting (FATCA, CRS): register entities for GIINs, prepare IRS forms, monitor client inboxes, solicit investor W-9/W-8/CRS forms, maintain contact trackers, attend trainings, and complete special projects.