Jobs at CBIZ

Lead SEC attest engagements for U.S.-listed public companies, including 10-K audits and 10-Q reviews. Plan audit scopes, assess risks, test internal controls, perform PCAOB and AICPA procedures, research complex accounting and SEC matters, identify deficiencies or fraud, supervise audit teams, resolve tax reporting issues, and prepare audit reports.

Drive net-new B2B revenue for HR Solutions by prospecting, managing full sales cycle, conducting consultative needs analyses, positioning HCM/payroll offerings, collaborating with SMEs, managing CRM pipeline, and supporting onboarding and cross-sell opportunities.

Supports strategic FP&A consulting engagements for private equity-backed companies. Responsibilities include developing financial and operational reporting, forecasting and budgeting models, profitability analysis, data management, process improvement, and actionable performance plans. The Associate collaborates with company management, C-suite stakeholders, private equity teams, and project leads to support decision-making and value creation.

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.

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.

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.

Manage service delivery for assigned employer-group benefits clients, serving as the primary day-to-day contact. Resolve service issues, coordinate internal teams, support implementations, renewals, enrollments, and client meetings, maintain client and vendor relationships, communicate legislation and market trends, ensure procedures are followed, and identify additional coverage opportunities.

Lead Sage 100 ERP implementations, upgrades, configuration, data migration, testing, training, go-live support, troubleshooting, and optimization. Advise clients on business-process improvements, customize accounting, inventory, manufacturing, and distribution modules, and provide solution roadmaps. Coordinate with technical teams, project managers, and vendors while supporting proposals and sales activities. The role requires client-facing communication, project management, documentation, occasional travel, and at least three years of related experience.

Manages credit risk due diligence and field examinations for specialty lending, securitization, asset-based lending, and related financial transactions. Supervises and develops staff, reviews engagement deliverables, ensures quality control, manages client relationships and budgets, supports business development, and advises clients on industry trends and solutions. Requires CPA certification, public accounting or related experience, supervisory experience, and travel based on client needs.

Provides hands-on accounting and finance advisory support to private equity-backed portfolio companies. Responsibilities include leading finance optimization workstreams, improving financial reporting and close processes, supporting post-acquisition integration, audit readiness, working capital and cash flow analysis, and preparing client-ready deliverables. The role manages assigned engagement responsibilities, communicates with CFOs, Controllers, and private equity stakeholders, identifies risks, and delivers work independently within structured oversight.

Serve as a senior finance operator embedded in private equity client engagements. Execute accounting and finance workstreams, improve reporting and close processes, support post-acquisition integration, audit readiness, working capital and cash flow analysis, and prepare client-ready deliverables. Manage assigned workstreams, communicate with Controllers, CFOs, and private equity representatives, participate in client meetings, identify risks, and support engagement leadership in delivering client outcomes.

Design and lead end-to-end AI solution architectures, ensuring scalability, security, and compliance. Translate business and regulatory requirements into technical designs, evaluate tools/platforms, document architecture standards, coordinate technical teams, and support deployment and ongoing improvements.

Support AI project teams by executing workstreams, preparing client-facing presentations and documentation, assisting implementation activities, maintaining required certifications, using relevant technology, communicating with stakeholders, and traveling as needed for client engagements.

Perform buy-side and sell-side financial due diligence including quality of earnings, working capital, cash flow, net debt, and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; participate in management calls and deal reviews; mentor junior staff and contribute to team culture while supporting transaction decisions on valuation, structure, and key risks.

Lead and manage multiple buy-side and sell-side financial due diligence engagements for private equity clients. Oversee analyses, review workpapers, manage timelines and quality control, present findings to stakeholders, exercise technical transaction judgment, and coach junior team members.

Manage and perform credit risk due diligence and financial transaction analysis for clients. Conduct fieldwork onsite and remotely, prepare and review consultant reports, lead engagements to completion, meet deadlines, and support business development while maintaining required certifications and licenses.

Lead and manage multiple financial due diligence engagements for buy- and sell-side transactions, perform in-depth financial and business analysis, identify risks and valuation implications, oversee deliverables, liaise with clients and targets, and mentor engagement team members.