Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
AC103
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:
* 2022 Best and Brightest Companies to Work for in the Nation
* 2023 Top Workplaces USA
* 2022 America's Best Mid-Size Employers
* 2022 Best and Brightest Companies in Wellness
* 2022 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
Skills Required
* 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
CBIZ.Jobs Category: Corporate
REASONABLE ACCOMMODATION
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.
PAY TRANSPARENCY PROTECTION NOTIFICATION
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.
