With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions for 2023:

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• America's Best Mid-Size Employers
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

Job Purpose / Objective
* Responsible for the preparation of external (SEC) and internal reports.
* Manages external filings through Wdesk
* Provide accounting research and analytical support to the finance team and business units
* Provide support and assistance to the Investor Relations department.
* Conduct quantitative and/or qualitative research of information affecting financial and/or business processes.
* Interprets findings, prepare reports and formulate recommendations.

Essential Functions and Primary Duties
* Acts as lead for the external / SEC reporting on Form 10-Q/K, Form-8K, and other required filings.
* Assists the preparation of annual proxy statement.
* Assists with the preparation of earnings release and CFO earnings call script.
* Utilizes Wdesk platform to improve reporting and presentation of financial and non-financial data. Such improvements include but not limited to using Wdesk to prepare/update investor presentation slides, charts, and graphs, as well as CFO dashboard.
* Manages CBIZ financial accounting policy checklist and financial disclosure surveys on a quarterly basis.
* Responsible for the preparation of statutory reporting.
* Assists Assistant Corporate Controller in managing the monthly close process, including implementation of close monitoring schemes.
* Assists in ad hoc accounting issue research and produce accounting position memos as needed
* Provides support and assistance to both internal and external auditors in connection with the audits.
* Performs financial statements analysis as needed.
* Maintain effective internal controls over responsible areas
* Research, collect, manipulate, interpret and verify data
* Prepare requirements, specifications, business or financial processes and recommendations
* Support or drive implementation of solution
* Assess possible shortcomings in the implementation
* Prepare and distribute analytical data reports and/or records
* Work within the defined scope of the project
* May have an obligation to implement their findings
* Additional responsibilities as assigned

Qualifications Required
* Bachelor's degree in Accounting, business, economics, statistics, is required or equivalent work experience in related field
* Minimum five years of relevant experience in accounting and/or finance.
* Must have and preserve required licenses/certifications
* Must possess analytical skills
* Must be able to comprehend, manipulate and interpret statistical data
* Proficient use of applicable technology
* Must be able to travel based on client and business needs
* Prior SEC reporting experience preferred.
* CPA preferred.
* Proficient use of applicable technology. Experience with Oracle Fusion and Wdesk a plus.
* Able to work in team environment
* Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally

Preferred Skills
* Demonstrates strong knowledge of US GAAP and accounting research abilities.
* Ability to develop positive working relationships within finance and other departments
* Ability to prioritize time and scheduled tasks, and approach assigned tasks in a logical and efficient manner
* Communicates difficulties in a timely manner
* Works well with diverse team members
* Works independently but consults other members of Finance team when appropriate
* Uses knowledge, experience and common sense in making decisions, dealing with sensitive situations/information and ambiguous information
* Intellectual honesty and integrity

Minimum Qualifications:

• Bachelor's degree in business, economics, statistics is required or equivalent work experience in
  related field
• 5 years of relevant work experience
• Must have and preserve required licenses/certifications
• Must possess analytical skills
• Must be able to comprehend, manipulate and interpret statistical data
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization,
  both internally and externally
• Must be able to travel based on client and business needs

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