#LI-EC1 #LI-DNI
ResponsibilitiesThe Analyst, Business Intelligence & Data Insights is responsible for supporting data-driven decision making across the firm by providing actionable insights through data analysis, reporting, and visualization. This role will work closely with business leaders, finance, and operational teams to identify opportunities, solve complex problems, and measure key performance metrics. The ideal candidate is analytical, detail-oriented, and adept at communicating technical findings to business stakeholders.
Essential Functions and Primary Duties
- Gather, analyze, and interpret large sets of financial and operational data from various sources, including ERP, CRM, and other business systems.
- Develop, maintain, and enhance dashboards, reports, and visualizations using BI tools (such as Power BI, Tableau, or Qlik).
- Perform ad hoc analyses to support business initiatives, including profitability, productivity, client trends, and compliance.
- Collaborate with business units and leadership to understand data requirements and deliver accurate, timely insights.
- Identify trends, patterns, and actionable opportunities for improvement in accounting, audit, tax, and advisory services.
- Support data quality initiatives and ensure data integrity across reporting solutions.
- Document processes, methodologies, and data definitions to support transparency and repeatability.
- Stay current with industry best practices and emerging BI technologies relevant to accounting and professional services.
- Present findings and recommendations to stakeholders in clear, compelling formats.
- Assist in the automation of reporting and analytics processes.
Preferred Qualifications
- Bachelor’s degree in Accounting, Finance, Business Analytics, Information Systems, or a related field.
- 2+ years of experience in business intelligence, data analysis, or related analytics roles (experience in accounting/professional services preferred).
- Proficiency with BI tools (e.g., Power BI, Tableau, Qlik) and Microsoft Excel; working knowledge of SQL and data querying preferred.
- Strong analytical and problem-solving skills; ability to translate data into actionable insights.
- Excellent communication and presentation skills.
- Experience working with financial and operational data sets is highly desirable.
- Attention to detail and commitment to data quality.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
Qualifications
Minimum Qualifications Required
- College Degree or equivalent required
- 1 year related experience
- Proficient use of applicable technology
- Ability to follow technical instructions and guidelines
- Ability to document daily activities and system functions
- Able to work in team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally
- Ability to travel as required by business and on-call availability
Able to lift up to 50 lbs
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.
Skills Required
- College degree or equivalent
- 1 year related experience
- Proficient use of applicable technology
- Ability to follow technical instructions and guidelines
- Ability to document daily activities and system functions
- Able to work in a team environment
- Demonstrated ability to communicate verbally and in writing across all levels
- Ability to travel as required and on-call availability
- Able to lift up to 50 lbs
- Bachelor's degree in Accounting, Finance, Business Analytics, Information Systems, or related
- 2+ years in business intelligence, data analysis, or related analytics roles
- Proficiency with BI tools (Power BI, Tableau, Qlik) and Microsoft Excel; working knowledge of SQL
- Strong analytical and problem-solving skills; translate data into actionable insights
- Excellent communication and presentation skills
- Experience working with financial and operational data sets
- Attention to detail and commitment to data quality
- Ability to manage multiple projects and deadlines
Similar Jobs
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
