#LI-AL1 #LI-Onsite
ResponsibilitiesEssential Functions and Primary Duties
- Assist with transforming and formatting client-provided data (e.g., PDFs, exports, or raw files) into Excel or other usable formats for audit and advisory teams.
- Support journal entry testing by organizing, cleaning, and analyzing financial data according to defined procedures.
- Work with the Engagement Services team to solve data-related challenges by applying logic, efficiency, and process improvement techniques.
- Contribute to efficiency projects by identifying ways to automate or streamline repetitive tasks through Excel functions, formulas, or analytics tools.
- Provide clear documentation of steps taken and communicate solutions effectively to team members and requestors.
- Gain exposure to technology-enabled auditing and IT audit concepts while supporting firmwide service requests.
- Perform research and participate in problem resolution
- Other responsibilities as assigned
Preferred Qualifications
- Pursuing a degree in Math, Theory of Mathematics, Accounting, Finance, Information Systems, Data Analytics, or related field.
- Strong proficiency in Microsoft Excel, including use of formulas, pivot tables, and data formatting.
- Interest in process improvement, efficiency, and problem-solving.
- Comfortable working with large or complex data sets; prior exposure to data analysis tools (e.g., Power BI, Alteryx, or similar) is a plus.
- Strong communication skills with the ability to explain solutions clearly to both technical and non-technical team members.
- Detail-oriented with the ability to manage multiple requests in a deadline-driven environment.
- Team-oriented mindset with eagerness to learn new tools and technologies.
Minimum Qualifications
- Working towards a Bachelor's degree
- Excellent interpersonal, analytical, research and project management skills
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Ability to multi-task, think independently and problem solve in a results driven team oriented environment
- Strong verbal and written communications skills
- Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
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
- Working towards a Bachelor's degree
- Excellent interpersonal, analytical, research and project management skills
- Demonstrated ability to communicate verbally and in writing at all levels
- Ability to multi-task, think independently, and problem solve in a team environment
- Strong computer and technical skills, including Microsoft Office Suite, Outlook, intranet and audit software
- Strong proficiency in Microsoft Excel, including formulas and pivot tables
- Comfortable working with large or complex data sets; exposure to Power BI, Alteryx, or similar tools
- Interest in process improvement, efficiency, and problem-solving
- Detail-oriented with ability to manage multiple requests in a deadline-driven environment
- Team-oriented mindset with eagerness to learn new tools and technologies
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.
