Teams at CBIZ

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.

Provides quoting and implementation support for employee benefits producers and account managers. Responsibilities include preparing medical and ancillary insurance quotes, maintaining data in agency and carrier systems, onboarding new clients, processing carrier installations and Broker of Record changes, creating enrollment materials, responding to client requests, and assisting with administrative tasks, projects, process improvements, quality controls, and compliance procedures.

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.