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Financial Analyst in Cleveland, OH at CBIZ

Date Posted: 1/31/2019

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 America's Best Mid-Size Employers by Forbes, 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 is looking for a Financial Analyst to provide timely and accurate support to the finance department and others as needed. 

Essential Functions and Primary Duties:

  • Serve as primary financial contact for assigned operating unit(s) via direct and frequent communication with Business Unit President, VP of Finance and other levels of management as necessary.

  • Facilitate and complete monthly close procedures

  • Prepare financial statements and supporting schedules according to monthly close schedule

  • Analyze revenues and expenses to ensure they are recorded appropriately on a monthly basis

  • Responsible for analyzing financial statements on a monthly basis and reporting on variances

  • Prepare monthly management reports and financial reporting package for submission to Corporate Finance

  • Perform day to day financial transactions including accounts payable, accounts receivable, general accruals, etc.

  • Perform all necessary account, bank and other reconciliations

  • Responsible for preparing the annual budget for the assigned operating unit and providing monthly updated forecasts

  • Additional responsibilities as assigned

Minimum Requirements:

  • Bachelor’s degree in Accounting or related field

  • 3 years of relevant experience

  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization

  • Excellent customer service skills

  • Proficient use of applicable technology (Microsoft Excel, Oracle and Concur)

  • Ability to work in a team environment as well as independently

  • Ability to manage and prioritize multiple responsibilities

  • Accuracy and attention to detail

  • Excellent organizational skills

  • Ability to meet assigned deadlines

  • Ability to be successful and comfortable in a role with changing tasks and priorities

  • Technologically savvy


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