Financial Analyst in Kansas City at CBIZ

Date Posted: 11/4/2022

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level tax compliance, consulting and co-sourcing services to Private Equity firms of all sizes, by providing national-caliber expertise combined with highly personalized service.

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

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification

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 contact for certain financial information for assigned operating unit(s) via direct and frequent communication with Controller and other levels of management as necessary.
  • Analyze data and provide recommendations to management
  • Develop operational improvement plans
  • Run and distribute monthly financial information commenting on variances as needed.
  • Assist in various components of the annual budget and forecasting processes

Additional responsibilities as assigned

  • Assist the department with data analytic tasks including production of reports for month end close, developing reports as needed.
  • Create efficiencies through utilization of available technology.
  • Perform and analyze new hire Pro Forma’s as requested.  
  • Work with management on continued development and maintenance of producer metrics.
  • Assist the Controller in day to day operations. 

Preferred Requirements:

• Bachelor’s degree in relevant 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

Heavy technical skills including Excel, Spotlight and ability to manipulation large amounts of data.

Minimum Requirements:

• Bachelor’s degree in relevant field
• 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


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.