#LI-AG1 #LI-Remote
ResponsibilitiesLead data services team operations by overseeing complex data solutions, ensuring quality and scalability of deliverables, and guiding teams toward efficient, data-driven outcomes aligned with business objectives.
Essential Functions and Primary Duties
Design, automate, and oversee complex data processes to improve efficiency, scalability, and effectiveness
Extract, transform, model, analyze, and validate data to ensure accuracy, completeness, and timeliness of deliverables
Review and provide feedback on data requests, reconciliations, testing, and solution design plans
Collaborate with engagement teams and stakeholders to develop action plans for complex data needs and confirm deliverable quality
Monitor operational metrics and proactively address performance issues, escalations, and resource gaps
Develop, maintain, and standardize team documentation, templates, methodologies, and best practices
Serve as a subject matter expert and thought leader, guiding teams toward effective, data-informed decisions
Mentor, coach, and educate team members and stakeholders on data tools, capabilities, and analytics techniques
Perform quality reviews and ensure accuracy and completeness of team deliverables
Manage team workload, prioritize assignments, and communicate status updates to stakeholders
Continuously evaluate and improve data tools, processes, and team capabilities
Perform due diligence on data sources and maintain strict data confidentiality
Stay current on emerging data trends, technologies, and tools to enhance team capabilities
Participate in strategic initiatives and projects outside of standard operations
Preferred Qualifications
Bachelor’s degree and 5–7 years of experience or equivalent
Expert experience with data tools (Excel, SQL, Snowflake, Tableau, Power BI, AWS, etc.)
High level of proficiency in Excel and advanced data analytics tools
Expert understanding of accounting, audit, risk, and financial principles
Demonstrated leadership, mentoring, and team management capabilities
Strong analytical thinking and problem-solving skills
Ability to manage priorities in a fast-paced, complex environment
Proven ability to identify and implement process improvements
Consistently exercise independent judgment in matters of significance
Commitment to continuous improvement and professional development
Ability to ensure team meets service level agreements and deadlines
Qualifications
Minimum Qualifications
Bachelor's degree
5 years of experience in public accounting or related field
3 years of supervisory experience
Ability to manage all aspects of client engagements
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 needs
Proficient use of applicable technology
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
- Bachelor's degree
- 5 years of experience in public accounting or related field
- 3 years of supervisory experience
- Ability to manage all aspects of client engagements
- Demonstrated verbal and written communication across organizational levels
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
- Expert experience with data tools (Excel, SQL, Snowflake, Tableau, Power BI, AWS)
- Expert understanding of accounting, audit, risk, and financial principles
- Proven leadership, mentoring, and team management capabilities
- Ability to ensure team meets service level agreements and deadlines
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.
