Teams at CBIZ

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.