Senior Accountant

Posted Yesterday
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Cleveland, OH, USA
Hybrid
Senior level
Consulting • Financial Services
The Role
Performs corporate cash reconciliations and transaction recording, accounts for compensation and retention programs, prepares debt-related bank certificates, conducts financial and statutory reporting surveys, consolidates captive insurance results, and reviews intercompany reconciliations, public filings, SOX controls, and SOC reports. Collaborates with finance and other departments while managing accounting responsibilities independently and supporting compliance and reporting activities.
Summary Generated by Built In

#LI-OD1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties
 

  • Responsible for all cash related reconciliations, including, but not limited to, local cash, consolidated cash, and payroll cash
  • Responsible for booking all corporate cash transactions – going through corporate cash accounts
  • Responsible for the accounting of certain CBIZ compensation and retention programs. 
  • Responsible for preparing quarterly bank certificate associated with our debt. Establish productive relationships with other team members and departments involved in this process to ensure timely completion
  • Conduct quarterly internal financial reporting surveys
  • Responsible for completing relevant government statutory surveys such as reporting to US Census Bureau
  • Responsible for recording / consolidating of the results of Captive Insurance Company
  • Responsible for the review of the following:
    • Intercompany reconciliation
    • Areas in the public filings as assigned
    • SOX control testing review as assigned, including review of certain applicable SOC reports
  • Serve as a liaison between corporate finance and other corporate functional departments to promote collaboration and communications

Preferred Qualifications

  • Bachelor's degree
Qualifications

Minimum Qualifications

  • 3 years of experience as a subject matter expert
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work in team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities
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

  • Three years of experience as a subject matter expert
  • Maintain current required licenses and certifications relevant to the field of expertise
  • Demonstrated verbal and written communication skills across all organizational levels
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work independently and in a team environment
  • Ability to analyze and prioritize multiple responsibilities
  • Bachelor's degree
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The Company
HQ: Cleveland, OH
3,512 Employees

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.

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