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Provides quoting and implementation support for employee benefits producers and account managers. Responsibilities include preparing medical and ancillary insurance quotes, maintaining data in agency and carrier systems, onboarding new clients, processing carrier installations and Broker of Record changes, creating enrollment materials, responding to client requests, and assisting with administrative tasks, projects, process improvements, quality controls, and compliance procedures.

Generates and qualifies new employee-benefits sales leads by researching prospects, identifying gatekeepers and decision-makers, assessing needs, and coordinating sales conversations between producers and decision-makers. Documents prospect findings in CRM software and applies strong communication, organization, research, time-management, self-motivation, and goal-oriented skills to develop new business.

Generates and qualifies new business leads for employee benefits services by researching prospects, identifying gatekeepers and decision-makers, evaluating needs, and coordinating sales discussions between producers and decision-makers. Documents lead findings in CRM software while applying strong communication, research, organization, time-management, attention-to-detail, self-motivation, and goal-oriented skills.

Serve as a senior finance operator embedded in private equity client engagements. Execute accounting and finance workstreams, improve reporting and close processes, support post-acquisition integration, audit readiness, working capital and cash flow analysis, and prepare client-ready deliverables. Manage assigned workstreams, communicate with Controllers, CFOs, and private equity representatives, participate in client meetings, identify risks, and support engagement leadership in delivering client outcomes.

Supports tax assignments across multiple industries by preparing and reviewing federal and state returns for businesses and individuals. Assists with tax compliance, IRS audits, notices, trust returns, and gift and estate returns. Builds client relationships, participates in assignments from start to finish, protects confidential information, and maintains professional standards.

Supports healthcare consulting projects by analyzing Medicaid enrollment, claims, and encounter data. Assists with client deliverables, data aggregation and validation, modeling, dashboards, reports, and infographics. Manages timelines, communicates project status, participates in peer review, researches solutions, and works with actuaries and consulting teams on Medicaid Managed Care rate-setting and policy analytics.

Lead complex accounting and finance workstreams for private equity-backed portfolio companies. Responsibilities include financial reporting and close process improvement, audit readiness, post-acquisition integration, working capital and cash flow analysis, client-ready financial deliverables, engagement coordination, risk identification, and communication with Controllers, CFOs, management teams, and private equity representatives.

Lead and oversee outsourced accounting engagements, supervise monthly closes and deliverables, advise clients on financial and operational matters, manage billing and budgets, support client acquisition and onboarding, implement accounting systems, train staff, and ensure quality and timely service delivery.

Perform full audit, accounting, and tax engagement tasks; manage budgets and charge-hour goals; review and supervise associates; train staff; support client billing and practice development; develop specialty knowledge and leverage industry expertise to identify cross-sell opportunities.

Senior market-facing role to develop and deepen relationships with private equity, venture capital, and technology companies in the NY Metro market. Lead enterprise-wide, cross-service pursuits, drive pipeline and revenue, coordinate multi-disciplinary CBIZ teams, and execute a regional growth strategy focused on portfolio penetration and long-term sponsor relationships.