Teams at CBIZ

Lead assurance transformation by developing strategy and roadmaps, driving AI/automation/analytics-enabled solutions, managing cross-functional teams and vendors, standardizing processes, measuring ROI, and executing change management to improve audit quality and scalability.

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.

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.