Job Description

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities 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 Top Workplaces USA
• 2022 Great Place to Work Certification
• Top 101 2021 Best and Brightest Companies to Work For in the Nation
• 2021 America's Best Mid-Size Employers
• 2021 Best and Brightest Companies in Wellness

Essential Functions and Primary Duties

• Provide substantial support for the Property & Casualty Producer and Outside Broker commission payable process – this involves calculation of commissions due in accordance with relevant Producer contracts, posting expense accrual entries, communicating amounts due to payroll and also extensive communication with Producers, Outside Brokers and Management
• Assist with gathering the data necessary in order to provide timely and accurate monthly  forecast information
• Participate in our annual Budgeting process – assist by researching trends, analyzing prior year variances etc. as well as updating the budget software within published timeframes
• Respond to frequent ad hoc requests for data and deliverables from our ancillary systems
• Perform analytical projects for controller and unit leaders on a regular basis
• Responsible for P&C Division month end account reconciliations for assigned Balance Sheet accounts
• Assist with Special Projects - E.g. analysis and reformatting of raw data relating to potential Book Purchases.
• Monthly P-Card review
• Review and Update Fixed Asset Schedule
• Perform Monthly Bank Reconciliation Reviews
• Review and provide secondary approval in Filebound system for A/P items greater than $5k
• Provide detailed reports to Unit Leaders in order to facilitate decision making surrounding T&E
• Provide necessary revenue confirmation to facilitate CPAYZ process
• Compile and maintain financial records such as journals, ledgers
• Prepare and post journal entries as required to general ledger
• Assist with maintaining support documentation for auditing purposes
• Research variances, errors or anomalies in work product, escalating to management as appropriate
• Comply with federal, state and company policies, procedures, and regulations
• Assist with the gathering of data for and preparation and maintenance of reports to measure and monitor division and industry metrics

Preferred Qualifications

• Insurance industry experience

Qualifications Required

• Bachelor’s degree in Accounting, Finance or relevant field
• Three to five years of functional accounting experience
• Proficient use of applicable technology – advanced excel skills required.
• Able to work in team environment
• Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally.
• Ability to set priorities and manage work flow to ensure efficient, timely, and accurate deliverables
• Advanced problem solving and critical thinking skills

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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