#LI-HP1 #LI-Hybrid
ResponsibilitiesOur Business Transformation group is expanding, and we’re building a high-performing talent pool of Directors across all service lines (Tax, Assurance, Advisory, Outsourced Accounting Services, and Benefits & Insurance).
Business Transformation leads strategic initiatives that shape the future of our firm. As part of the team, you’ll be at the forefront of innovation and digital transformation and have the opportunity to make a meaningful impact by driving strategic change and implementing leading-edge technologies. Our culture fosters a collaborative, growth-oriented environment with a strong emphasis on professional development.
If you’re passionate about improving processes, modernizing workflows, enabling technology and AI, and driving measurable change, we want to meet you.
Essential Functions and Primary Duties
- Partner with service line professionals and IT to identify and implement opportunities to streamline and standardize processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
Collaborate service line business and business transformation leaders to develop a comprehensive roadmap, identifying, prioritizing, defining, and delivering innovative solutions that provide the greatest business impact for our firm.
- Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower teams with actionable insights that enhance strategic decision making.
- Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable transformation solutions.
- Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture and document comprehensive process maps that clearly current-state and future-state workflows, gather feedback, and document recommendations for improvement.
- Support project management activities, including timelines, resource planning, risk identification, and status reporting.
- Assist with change management efforts, including user training, documentation, and communication strategies.
Develop comprehensive business cases for proposed transformation initiatives with detailed cost and return on investment (ROI) analysis, ensuring alignment with organizational goals and demonstrating the value and impact.
- Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
- Champion innovation by continuously evaluating and advising on new technologies, staying updated with industry trends
Preferred Qualifications:
- Bachelor’s degree in Accounting, Business, Information Systems, or related field.
- 10+ years’ experience in professional services and/or professional services technology transformation (public accounting firm experience and specific experience in one of our service lines strongly preferred).
Strong understanding of professional services processes and ability to quickly learn and navigate diverse service offerings.
- Deep understanding of the AI landscape and hands-on experience implementing AI tools, managing change, and delivering measurable value.
- Excellent analytical, problem-solving, and documentation skills.
- Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership.
- Detail-oriented, organized, and able to manage multiple competing priorities.
- CPA certification
Travel Requirements:
- Less than 10% travel
Qualifications
Minimum Qualifications
- College Degree or equivalent required
- 10 years related experience
- Must have experience managing staff, projects and/or processes
- Possesses subject matter expertise
- Knowledge of industry regulations
- Ability to manage a team of others
- Ability to formulate new policies and procedures
- Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
- Ability to travel as required by business and on-call availability
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
- 10 years of related experience
- Experience managing staff, projects, and/or processes
- Subject matter expertise
- Knowledge of industry regulations
- Ability to manage a team
- Ability to formulate new policies and procedures
- Strong verbal and written communication skills across all organizational levels
- Ability to travel as required and provide on-call availability
- Bachelor's degree in Accounting, Business, Information Systems, or a related field
- Experience in professional services or professional services technology transformation
- Public accounting firm experience and experience in a relevant service line
- Deep understanding of AI and hands-on experience implementing AI tools, managing change, and delivering measurable value
- Excellent analytical, problem-solving, and documentation skills
- Strong communication skills with cross-functional stakeholders and senior leadership
- Ability to manage competing priorities in an organized, detail-oriented manner
- CPA certification
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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.
