Job Description

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ has been honored to be the recipient of several national recognitions:  

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®  
• 2019 America’s Best Mid-Size Employers by Forbes 
• 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence 
• Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources

CBIZ is looking for a Financial Analyst to provide timely and accurate support to the finance department and others as needed. 

Essential Functions and Primary Duties:

• Serve as primary financial contact for assigned operating unit(s) via direct and frequent communication with Controller and other levels of management as necessary.

• Facilitate and complete monthly close procedures

• Prepare financial statements and supporting schedules according to monthly close schedule

• Analyze revenues and expenses to ensure they are recorded appropriately on a monthly basis

• Responsible for analyzing financial statements on a monthly basis and reporting on variances

• Assist in preparing monthly management reports and financial reporting package(s)

• Assist in reconciling all necessary general ledger accounts, banks and other related tasks

• Assist in preparing annual budgets and forecasts

• Additional responsibilities as assigned

Preferred Requirements:

• Bachelor’s degree in Accounting or related field

• Excellent customer service skills 

• Ability to work in a team environment as well as independently

• 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

• Technologically savvy

Minimum Requirements:

• HS diploma or GED 

• 3 years of relevant experience

• Must possess analytical skills

• Must be able to comprehend, manipulate and interpret statistical data

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

• Proficient use of applicable technology (Microsoft Excel, Oracle and Concur)