Practice Management Office Senior Manager in Cleveland, OH at CBIZ

Date Posted: 3/27/2021

Job Snapshot

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®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

The Practice Management Office (PMO) Senior Manager is responsible supporting the PMO’s strategic objectives for driving operational process improvements through the standardization and oversight of key practice management business processes. Examples include billing and collections, account planning, time and billing and scheduling processes as well as the standardization of operational performance processes. The right candidate has a strong command over best practices for business performance improvement and process design, can demonstrate the ability to evaluate and assess gaps and opportunities, and develop scalable solutions in partnership with key process and business stakeholders.

Job Purpose / Objective:

• Partner with finance and operational process owners to drive critical process improvements and automation in all areas of practice management, including mapping of current state processes, assessment of pain points, gaps and interdependencies, and design and implementation of future state solutions

Essential Functions and Primary Duties:

• Measure, monitor, and evaluate the effectiveness of process improvements post implementation and make appropriate future enhancements to optimize efficiency and effectiveness

• Establish and promote continuous process improvement mindset and practices through KPI/metric target-setting and monitoring, process mining and enablement training 

• Leverage industry-leading process improvement methodologies to develop process mapping, assessment, and reengineering frameworks and toolkits for process owners, including process flow diagrams, roles/responsibilities, gap analysis reports, etc.

• Develop and maintain standardized operating procedures that help reduce process variation while allowing for flexibility and scale

• Collaborate and contribute to the creation, deployment and maintenance of process best practices and documentation

• Train business unit controllers, operations staff and firm leadership on new business processes and supporting tools

Preferred Requirements:

• Bachelor’s degree in finance, accounting, economics, or engineering is required  or equivalent work experience in related field

• Master’s degree preferred in Accounting, Finance or relevant field

• 8-10 years’ experience in leading large-scale process improvements and automation

• Direct experience in designing and defining processes and workflow modeling across all levels (processes, sub-processes, activities, tasks, methods and procedures)

• Excellent problem solving and conflict resolution skills

• Exceptional consulting and communication skills and the ability to communicate appropriately at all levels of the organization

• Demonstrated project management skills and ability to manage multiple priorities in a fast paced and dynamic environment 

Minimum Requrements:

• Bachelor’s degree 

• 7 years experience in public accounting or related field

• 5 years supervisory

• Must have and preserve required licenses

• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as

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

• Proficient use of applicable technology

• Must be able to travel based on business needs

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