Essential Functions and Primary Duties
- Working under direct supervision supporting clients to ensure alignment on financial and administrative processes
- Reconcile client accounts within software
- Design and maintain workflow for gathering and analyzing data
- Provide research and comparative analysis of accounting data
- Compile and maintain financial records such as journals, ledger balances
- Assist in maintaining accurate financial records by inputting data into accounting software
- Support the maintenance of documentation and records pertaining to financial transactions, contracts, ensuring completeness and accuracy to facilitate auditing processes
- Research variances, errors, or anomalies in work product, escalating to management if significant
- Comply with federal, state, and company policies, procedures, and regulations
- Prepare reports for management review as directed
- Additional responsibilities as assigned
Preferred Qualifications
Strong attention to detail and accuracy in data entry and recordkeeping while meeting deadlinesProficiency in accounting software (e.g., QuickBooks, Xero, MS Suite (particularly Excel)Ability to work independently and collaboratively in a fast-paced environmentCommitment to maintaining confidentiality and handling sensitive information with discretionMinimum Qualifications
Bachelor's degree in Accounting, Finance or relevant field, or relevant experience in lieu of a degreeTwo years of functional accounting experienceProficient use of applicable technologyAble to work in team environmentDemonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally#LI-OD1 #LI-Hybrid
ABOUT US
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. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.