Financial Analyst

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

The Risk & Advisory Services group offers consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service. As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, the Risk & Advisory Services group provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America.

Essential Functions and Primary Duties

• Serve as primary financial contact for assigned operating unit and communicate directly with corporate finance team and other levels of management. Facilitate and complete monthly close procedure:
  • Process SuiteProjects Pro charges for invoicing
  • Prepare, analyze and communicate financial revenue accrual and other data to corporate finance team
  • Prepare and communicate any required balance sheet reconciliations to corporate finance team
  • Reconciliation of all SuiteProjects Pro hours to revenue accrual
• Accounting and Financial Statement Reporting:
  • Detail review of revenue and expenses to ensure they are recorded appropriately
  • Prepare reconciliations and report on variances
  • Prepare monthly financial reports
• Budget Preparation, Monitoring and Reporting:
  • Annual budget preparation
  • Monthly budget to actual updates and analysis
• Accounts Receivable Invoice preparation and assistance
  • Process timesheet and invoice corrections
  • Weekly monitoring of invoicing and collection process including unbilled or aged account status
• Accounts Payable:
  • Monitoring of payable process and follow up as needed
• Client Onboarding:
  • New client and new project set-up in SuiteProjects Pro
  • Update and/or create invoice templates in SuiteProjects Pro
• Other special projects as needed
• At least 3 days in office required

Preferred Qualifications

• Ability to manage and prioritize multiple responsibilities
• Accuracy and attention to detail
• Excellent organizational skills
• Ability to meet assigned deadlines
• Ability to be successful and comfortable in a role with changing tasks and priorities

Minimum Qualifications

• Bachelor's degree in accounting, finance, or relevant field is required or equivalent work experience in related field
• 5 years of relevant work experience
• Must have and preserve required licenses/certifications
• Must possess analytical skills
• Must be able to comprehend, manipulate and interpret statistical data
• Proficient use of applicable technology

• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally