Job Description



Essential Functions And Primary Duties

• Provide fractional CFO and accounting support to small and mid-sized clients.
• Partner with business owners to strengthen their financial operations by evaluating processes, providing valuable financial and business insights, and utilizing automation tools to streamline accounting processes.
• Assess internal controls, including fraud prevention, and establish best accounting practices.
• Leverage new technologies to support budgeting, rolling cash flow forecasts, and long-term financial modeling.
• Perform key financial and advisory activities, including:
• KPI development and performance monitoring
• Breakeven, contribution margin, and profitability analysis
• Financial forecasting, cash flow projections, and business planning
• Pricing strategy and GAAP evaluations
• FP&A support for privately held companies
• Support client growth through financial and operational consulting, including process evaluation and improvement recommendations.
• Participate in business development efforts (networking, sales calls, and referral development).
• Manage and oversee consulting projects, delegating effectively to team members.
• Assist with selection, implementation, and integration of accounting and related systems (e.g., payroll, POS, time/billing).
• Foster a collaborative, high-performing team environment aligned with company culture.
• Train, mentor, and supervise accounting staff; provide hands-on support as needed.
  

Preferred Qualifications

• Master’s degree in accounting, taxation or related field
• Professional certifications such as CPA, CFA, MBA, CMA, CGMA, or equivalent.
• Experience with cloud-based accounting and business systems (e.g., QuickBooks Online, Sage Intacct, NetSuite, Yardi, BILL, Ramp, Gusto, Avalara) and remote collaboration tools.
• QuickBooks Online Advanced certification or equivalent expertise.
• Proficiency in data visualization tools (e.g., Power BI, Tableau).
• Experience with data preparation and automation tools (e.g., Alteryx).
• Advanced Excel skills, including Power Query and Power Pivot.
• Broad systems experience, including ERP platforms, SQL databases, Microsoft Access, BI tools, and CRM systems.
• Demonstrated ability to stay current with industry trends and emerging technologies.
• Experience in financial roles within both small (<$25M revenue) and large (>$100M revenue) organizations.
  
  

Minimum Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 5 years supervisory
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Availability to travel based on business needs
  
  

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.