#LI-DNI
ResponsibilitiesJob Purpose/Objective
- Has overall responsibility for the operational leadership, financial performance, and execution of a Human Capital Advisory (HCA) business segment, service line, or functional area.
- Provides strategic direction and operational oversight to ensure efficient, scalable, and high-quality delivery of human capital solutions and services.
- Directly accountable for business segment performance, including operational effectiveness, financial results, resource management, workforce planning, and achievement of organizational objectives.
- Partners with executive leadership to develop and execute operational strategies that support long-term growth, service excellence, profitability, and business performance.
- Additional responsibilities as assigned
Essential Functions and Primary Duties
- Formulate and administer operational policies, programs, and procedures that support the effective management of the Human Capital Advisory business segment.
- Develop strategic goals, operational objectives, and key performance metrics and oversee execution across assigned functional areas.
- Provide leadership and direction to managers and teams responsible for service delivery, operational execution, workforce management, and client support functions.
- Maintain accountability for business segment financial performance, including budgeting, forecasting, expense management, resource allocation, and profitability.
- Analyze operational, financial, workforce, and performance data to identify trends, improve efficiency, optimize resources, and support business decision-making.
- Drive operational excellence initiatives that improve productivity, service quality, scalability, and organizational effectiveness.
Ensure appropriate staffing models, workforce planning strategies, and organizational structures are in place to support business objectives. - Oversee through subordinate managers the accountability and stewardship of department resources and the development of systems, processes, and procedures to protect organizational assets.
- Lead continuous improvement efforts by identifying operational challenges, recommending solutions, and implementing corrective actions that enhance performance and efficiency.
- Establish and monitor service standards, operational controls, and performance measures to ensure consistent execution and quality outcomes.
Partner with executive leadership and business stakeholders to align operational priorities, workforce strategies, and resource requirements with organizational goals. - Ensure compliance with applicable regulatory, legal, risk management, and company policy requirements.
- Monitor industry trends, business conditions, and operational best practices and recommend improvements that strengthen the business segment's competitive position.
Minimum Qualifications
- Bachelor's degree required; Master's degree preferred
- Over 8 years' experience in area of expertise with increasing complexity
- At least 10 years’ experience managing and leading multiple functions and highly technical staff
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrate industry experience; product knowledge, proposal process, underwriting, regulatory trends and presentations skills
- Proficient use of applicable technology
- Demonstrate ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Expert knowledge of state and federal legislation and regulations impacting discipline
- Expertise in managing clients
- Advanced problem solving and critical thinking skills
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
- Master's degree
- Over 8 years' experience in area of expertise with increasing complexity
- At least 10 years' experience managing and leading multiple functions and highly technical staff
- Maintain current required licenses and certifications relevant to field of expertise
- Industry experience including product knowledge, proposal process, underwriting, regulatory trends, and presentation skills
- Proficient use of applicable technology
- Strong verbal and written communication across all organization levels
- Expert knowledge of state and federal legislation and regulations impacting discipline
- Expertise in managing clients
- Advanced problem solving and critical thinking skills
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.
