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

Experienced professional with expertise in managing complex systems and billing practices within a professional services environment. Skilled in product management, business analysis, and project management with a strong understanding of accounting principles and practices. Possess excellent communication and interpersonal skills, with the ability to work effectively with technical and non-technical stakeholders across departments. The time and billing system professional will work closely with IT, finance and operations teams to ensure the system is operating effectively and providing maximum value to the firm. The role reports to the Director of Practice Management Solutions within our Practice Management Office.

Job Purpose / Objective:

To ensure efficient and effective use of the time and billing system to support business processes, including time tracking, billing/invoicing, project management for clients and jobs, and reporting.

Essential Functions and Primary Duties:

•        Manage implementation and maintenance of the time and billing system for audit, tax and advisory service lines

•        Develop and maintain product roadmap for the time and billing system, outlining priorities and timelines

•        Develop or enhance policies, procedures and standard operating practices for effective use of the time and billing system

•        Ensure that the system is fully integrated with other internal systems, such as accounting and resource management systems

•        Monitor system performance and identify opportunities for improvement

•        Conduct user acceptance testing (UAT) to ensure system meets business needs and client expectations

•        Develop and maintain reporting dashboards to provide insights into operational health of audit, tax and advisory service lines

•        Train and support users on efficient and effective use of the time and billing system, providing ongoing support and guidance as needed

•        Provide regular updates and recommendations to the Director of Practice Management Solutions and other senior leaders on system performance, system adoption and utilization, and recommendations for improvement

•        Manage relationships with external vendors and service providers to ensure system is up-to-date and functioning properly

Qualifications and Requirements:

•        Bachelor’s degree in business, accounting, finance, information technology or related field

•        5+ years of experience managing complex systems, in product management, or business analysis within a professional services environment

•        Expert knowledge of billing practices within a professional services environment

•        Excellent analytical and problem-solving skills

•        Excellent communication, collaboration and interpersonal skills, with ability to work effectively with technical and non-technical stakeholders across departments

•        Experience with Agile methodologies and product development lifecycle

•        Experience with time and billing systems, preferably in a professional services environment, or other financial systems is a plus

•        Strong project management skills with a track record of managing multiple projects simultaneously

•        Strong understanding of accounting principles and practices

•        Ability to travel as required by business

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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