Sr. Consultant in Walnut Creek, CA at CBIZ

Date Posted: 10/17/2020

Job Snapshot

Job Description


With over 100 offices and nearly 5,000 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

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® 
  • 2019 America’s Best Mid-Size Employers by Forbes
  • 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • 2021 Vault Rankings - 5th Best Accounting Firm for Client Interaction 

Essential Functions and Primary Duties

• Review Consultant work product and provide feedback

• Responsible for completion of engagements, including managing all aspects of project

• Conduct solid analysis; deliver solutions for internal and external clients

• Attain revenue objectives

• Adhere to engagement budget constraints and complete assigned tasks with the time requested

• Participate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities

• Additional responsibilities as assigned

Qualifications Required

• Bachelor’s degree in relevant field

• 3 years of relevant work experience

• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills

• Proficient use of applicable technology

• 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

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