Director of Operations in Boca Raton, FL at CBIZ

Date Posted: 11/5/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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: 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ & MHM of Boca Raton are devoted to providing you with a challenging, motivating environment to guide your success in the accounting profession. Training is provided through our National Training and Professional Development programs which are specifically designed to develop advanced accounting knowledge.

We are looking for a high achieving and enthusiastic professional with a desire to make a difference to join our team. Use your talent and passion to accelerate your personal growth and become a key member of our leadership. We offer an opportunity to rapidly develop your business and technical skills while simultaneously becoming a member of a team that values your opinion and experience. 

CBIZ is currently seeking a Director of Operations.  This position reports to the local Senior Managing Director and provides day-to-day operational support to the Boca Raton office. The Director of Operations will enable practitioner Managing Directors to focus on their primary purposes of client service, business development and staff mentoring.  The selected candidate will work effectively with business unit leadership to drive business unit value, growth and profitability by supporting the Senior Managing Director and partnering with the Tax Practice Leader and Audit Practice Leader and others to execute business strategy in alignment with the overall strategy and goals of CBIZ.

Job Purpose/Objective:

  • Serve as a strategic business partner to the SMD, this position aligns business and financial operations and objectives
  • Develop strong relationships with the business unit leadership team, acts as internal consultant to both management and Corporate Finance.
  • Lead, develop and collaborate
  • Conducts quantitative and/or qualitative research of information affecting financial and/or business processes. Interprets findings, formulates recommendations and implements as appropriate, in collaboration with stakeholders.
  • Operate in accordance with CBIZ accounting practices, the Generally Accepted Accounting Principles (GAAP) issued by the FASB and the SEC and other regulatory and advisory organizations.

Essential Functions and Primary Duties

  • Enable the alignment of primary operational support functions such as IT, Finance, Marketing and office operations across the business unit. Ensures optimization and coordination of priorities and efforts
  • Engage business unit leadership to understand the strategy and goals that have been set and to establish controls to monitor progress on these goals
  • Work with business unit leadership in identifying best practices and adopt and implement these best practices as appropriate throughout the business unit
  • Lead the primary operational support functions to determine overall operations goals and expectations to ensure their effectiveness and accomplishment of their mission including facilities and equipment
  • Design the administrative staff support system and staffing requirements and direct the workflow of the practice support staff.  Will ensure that open positions are filled efficiently and ensure efficient and effective delivery of administrative services to users.
  • Coordinate legal matters with CBIZ Legal. Will serve as a gate keeper for compliance with all matters related to independence issue reporting, modifications to engagements letters, client acceptance policies and all similar matters, CPE compliance and approvals
  • Manage key initiatives identified by business unit leadership and provide timely status updates of business unit projects and related deadlines to SMD and business unit leadership
  • Support client satisfaction monitoring and designs systems to gather relevant data
  • Provide oversight of budgets, monthly financials, billing and collections, payables and payroll, write downs and reserves, approval of deviation from standard realization and expense control
  • Prepare and review scorecard results periodically throughout the year

Minimum Qualifications Required

  • Bachelor’s degree required
  • Minimum of 5 years of managing sophisticated client service staff
  • Ability to develop and implement operating plans aligned with budget
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs

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

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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.

not ready to apply ?

Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.