Senior Financial Analyst in San Diego at CBIZ

Date Posted: 1/14/2023

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

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

Essential Functions and Primary Duties

  • Research, collect, manipulate, interpret and verify data
  • Use advanced Excel knowledge and experience especially with regards to Power Query and Power Pivot
  • Work with large and complex data sets and transform raw data into insights for a company
  • Prepare requirements, specifications, business or financial processes and recommendations
  • Evaluate readily accessible data (QBO, CRM, various Apps, etc) that most closely represent relevant data for use in those KPI’s
  • Support or drive implementation of solution
  • Assess possible shortcomings in the implementation
  • Prepare and distribute analytical data reports and/or records
  • Respond to inquiries regarding analysis and reports
  • Work within the defined scope of the project
  • May have an obligation to implement their findings
  • Additional responsibilities as assigned

Qualifications Required

  • Bachelor’s degree in business, economics, statistics 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
  • Must be able to travel based on client and business needs

The annual salary target for this job in this market is $85,000 - $130,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. 

The compensation above is not representative of an employee’s total compensation.  Beyond income, you have access to:  comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

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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