Senior Consultant

Posted An Hour Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Senior level
Consulting • Financial Services
The Role
Support delivery of AI advisory and implementation services: analyze client needs, develop solutions, prepare deliverables and presentations, maintain certifications, use technology for project work, and travel as required to support clients.
Summary Generated by Built In

#LI-CF2 #LI-Remote

Responsibilities

If you are looking for more than another AI title, this opportunity provides direct access to executive priorities, meaningful client impact, and the chance to help establish CBIZ as a market leader in the future of AI-driven professional services.

 

The Senior Consultant supports the delivery of AI-related advisory and implementation services for CBIZ Technology clients. This role contributes subject matter expertise, analysis, and client-facing execution across engagements while helping to develop practical solutions that align with business needs and firm standards. The Senior Consultant works independently on assigned responsibilities while collaborating closely with leadership and project teams.

 

Essential Functions and Primary Duties

  • Support AI engagements through analysis, solution development, documentation, and client deliverables.

  • Apply area-of-expertise knowledge to help solve client challenges and support delivery quality.

  • Prepare written materials, presentations, and recommendations for internal and client stakeholders.

  • Maintain required certifications and licenses relevant to assigned area of expertise.

  • Use analytical skills to assess information, identify issues, and contribute to practical recommendations.

  • Use applicable technology proficiently to complete project work and support collaboration.

  • Travel as needed to support client and business requirements.

 

Preferred Qualifications

  • Experience supporting AI, analytics, automation, or digital transformation projects.

  • Knowledge of business process analysis, requirements gathering, testing, and client documentation.

  • Ability to develop client presentations, recommendations, and process improvement insights.

  • Familiarity with data analysis tools, reporting platforms, or AI-enabled business solutions.

  • Relevant certifications related to AI, analytics, project delivery, or change management preferred.

  • Experience in a consulting or professional services environment preferred.

Qualifications

Minimum Qualifications

  • Bachelor’s degree in relevant field
  • 3 years of relevant work experience
  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses
  • Must possess analytical skills
  • Proficient use of applicable technology
  • 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
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

  • Bachelor's degree in relevant field
  • 3 years of relevant work experience
  • Achieve and preserve professional certifications relative to area of expertise
  • Demonstrated analytical skills
  • Proficient use of applicable technology
  • Demonstrated verbal and written communication across all organization levels
  • Ability to travel based on client and business needs
  • Experience supporting AI, analytics, automation, or digital transformation projects
  • Knowledge of business process analysis, requirements gathering, testing, and client documentation
  • Ability to develop client presentations, recommendations, and process improvement insights
  • Familiarity with data analysis tools, reporting platforms, or AI-enabled business solutions
  • Relevant certifications related to AI, analytics, project delivery, or change management
  • Experience in a consulting or professional services environment
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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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