Senior Director | Southeast Regional Operations

Senior Director Regional Operations

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

The Senior Director Regional Operations (SDO) provides day-to-day operational support, enabling client facing leadership and staff to focus on their primary purposes of client service, business development, and staff development. The SDO works effectively with leadership as a change agent to drive value, growth, and profitability by supporting the RL and partnering with business leaders to develop, execute, and promote business strategy that aligns with the overall goals of CBIZ Financial Services. The SDO serves as an advisor providing guidance and recommendations surrounding operational objectives of the region. This position reports to the National FS Operations Leader and works closely with their respective Regional Leader (RL) and regional leadership team.

Primary Responsibilities :

• Partners with national and regional leadership to oversee execution of financial and operational priorities including but not limited to : Budgets and forecasts, Monthly financials, KPIs and metrics, Client onboarding, Account planning process, Compliance with SOX requirements, etc.
• Provides day-to-day operational support to enable client-facing leadership and staff to focus on delivery, business development, and team development.
• Collaborates with the CoE and national teams to provide input on process improvements, reporting needs, and staffing strategies.
• Engages regional leadership to understand the strategy, initiatives, and related goals that have been set and to establish controls to monitor progress on these goals.
• Supports regional execution of national strategies and enables implementation of solutions tied to process improvement, automation, and technology adoption.
• Aligns regional operations across functions such as Tax, Attest, HR, IT, Marketing, and Finance to ensure coordination and consistency.
• Collaborates with regional leadership and HR related to forecasting and fulfillment of staffing needs to include recruiting, offshoring, and outsourcing.
• Participates in due diligence and integration activities for acquisitions, as needed.
• Reports to the National FS Operations Leader with a dotted line to the Regional Leader.

Essential Functions :

Preferred Qualifications :

Minimum Qualifications :