Senior Financial Reporting Analyst - Cbiz

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  
• Fortune Best Workplaces for Women 
• 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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