Senior Operations Associate in Cleveland at CBIZ

Date Posted: 11/13/2023

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

Job Description:

Position Overview:

As a Senior Operations Associate at CBIZ Inc., you will play a critical role in supporting the COO of Accounting & Tax by managing and optimizing various projects within the department. You will be responsible for overseeing the entire project lifecycle, ensuring alignment with organizational goals, and driving successful outcomes.


Key Responsibilities:

Project Planning and Execution:

•       Develop comprehensive project plans, including objectives, timelines, resources, and budgets, in collaboration with the COO of Accounting & Tax.

•       Execute projects according to the established plan, closely monitoring progress, identifying bottlenecks, and implementing effective solutions to ensure timely and successful completion.


Stakeholder Management:

•       Act as a liaison between the COO of Accounting & Tax and internal/external stakeholders, ensuring clear communication of project objectives, milestones, and expectations. Cultivate strong relationships with team members, clients, and vendors, promoting collaboration and alignment with project goals.

Operational Efficiency:

•       Analyze existing processes and workflows, identifying areas for improvement and implementing streamlined approaches to enhance efficiency.

•       Recommend and implement best practices and tools to optimize project management processes, ensuring high-quality deliverables.


Team Collaboration and Leadership:

•       Lead cross-functional project teams, fostering a collaborative and innovative work environment.

•       Provide mentorship and guidance to team members, promoting professional growth and skill development.

•       Delegate tasks effectively, ensuring each team member's strengths contribute to project success.



•       Bachelor’s degree in Business Administration, Project Management, or related field.

•       Proven experience in project management, preferably in a financial or consulting environment.

•       Exceptional organizational and multitasking abilities with keen attention to detail.

•       Strong communication and interpersonal skills, with the ability to influence and collaborate effectively at all levels.

•       Proficiency in project management software and tools.

•       PMP or similar project management certification is a plus.

•       CBIZ Inc. is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.


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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.