National Scheduling Administrator in Kansas City, MO at CBIZ

Date Posted: 8/3/2018

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 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 seeking someone who organizes and manages the schedules of the professional staff for offices to manage all client engagements specific to Tax and Attest work, is the engagement feedforward process administrator for attest and tax personnel, and serve as scheduling system administrator for the National Scheduling team.     

Essential Functions and Primary Duties:

National Scheduling:

  • Coordinate work flow for Audit and Tax engagements for multiple offices.
  • Responsible for ensuring all daily projects are staffed appropriately based on the needs of each office.
  • Maintain scheduling database for multiple offices including but not limited to: daily scheduling changes, PTO requests, and all reporting needs.
  • Assist Directors and Managers with long-term planning by identifying new clients, examining and  tracking  scheduling needs, and releasing schedules
  • Prepare reports and present status of engagement scheduling for leadership and meetings
  • Develop and maintain professional relationships with leadership and scheduling resources in other offices
  • Facilitate training on scheduling software and national processes
  • Responsible for monitoring scheduled capacity versus budgeted capacity and adjust work schedules to maximize utilization.
  • Facilitate efficient scheduling processes to meet current and future business needs and objectives
  • Administer the engagement feedforward process for assigned offices

Data Management and System Support:

  • Manage the Help Desk Ticket system for scheduling software issues. Troubleshoot and develop solutions to field users.
  • Serve as a technical point-of-contact for assigned functional areas.
  • Support national scheduling software upgrades, patches and other technical projects as assigned.
  • Assist in the review, testing and implementation of system changes and/or upgrades.
  • Serve as key liaison for field system support and functional team members to ensure effective definition and delivery of the system application.
  • Manage code tables for consistency and accuracy
  • Assist with system testing and documents process and results of data testing
  • Possess a solid understanding of the Financial Services division system interfaces and all other interfaces with national scheduling software.
  • Provide system support for the scheduling functions including but not limited to, researching and resolving system issues/problems, unexpected results or process flaws.
  • Recommend process/service improvements, solutions, or process changes and discuss with leadership for approval prior to implementation.
  • Foster and maintain positive relationship with field users and other technical departments.
  • Identify and report findings of field user issues and needs to leadership.


  • Update functional departmental documentation and standard operating procedures as needed.
  • Provide overall project assistance for a given or designated national scheduling initiative.
  • Perform project-oriented work as directed by the Practice Management Office team.
  • As requested, participate as a task force or committee member that requires national scheduling representation.
  • Maintain technical skills and industry knowledge through continuing education programs.
  • Perform all other duties as assigned.

General Responsibilities:

  • Promote CBIZ mission, core values and goals; exhibits high ethical standards of professional conduct.
  • Meet targeted performance goals.
  • Display positive and professional attitude toward employees and co-workers
  • Perform assignments and deliver quality work on a consistent and timely basis.
  • Display dependability and strong attention to detail.
  • Practice good communication skills with employees, co-workers and other internal customers
  • Maintains a professional appearance and manner.

Minimum Requirements:

  • Two to five years of job-related experience
  • Working knowledge of the public accounting or professional services firm desirable
  • Strong understanding of scheduling processes and data management.  
  • Flexible mentality: willing and capable of performing varied tasks.
  • Exceptional proficiency in Word, Excel, Project, and PowerPoint preferred
  • Must possess the ability to interact and communicate with a variety of different levels of staff including technical and non-technical users.
  • Strong project management, interpersonal, organizational planning and time management skills
  • Exceptional communication skills and problem-solving ability
  • Able to work in a team environment


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.



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