Financial Analyst in Kansas City at CBIZ

Date Posted: 9/1/2023

Job Snapshot

Job Description

With over 120 offices and nearly 7,000 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:   

  • 2022 Best and Brightest Companies to Work for in the Nation
  • 2023 Top Workplaces USA
  • 2022 America's Best Mid-Size Employers
  • 2022 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification

 CBIZ Corporate is a division of CBIZ, Inc., providing internal support in the areas of finance, human resources, payroll, benefits, IT, legal, and marketing. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

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.
  • Analyze data and provide recommendations to management
  • Develop operational improvement plans
  • Run and distribute monthly financial statements reporting on variances as needed.
  • Assist in various components of the annual budget and forecasting processes
  • 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.
  • Assist the Controller in day to day operations. 
  • Additional responsibilities as assigned

Preferred Requirements:

  • 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

  • Technically 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.



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