Essential Functions and Primary Duties
- Lead the planning, execution, and delivery of complex transformation initiatives from conception through implementation - as scoped, on-time, and within budget.
- Develop project scopes, roadmaps, timelines, RAIDs, communication plans, and measurable success criteria.
- Coordinate cross-functional teams to ensure alignment and on-time delivery.
- Manage budgets, resourcing, dependencies, and change-management requirements across all phases.
- Support platform modernization efforts, including the evaluation and implementation of technology (e.g., unified platforms, AI-enabled review tools, workflow solutions).
- Ensure transformation initiatives align with overall service line and firm strategy, quality priorities, and risk mitigation frameworks.
- Serve as a trusted strategic partner to Assurance leadership, providing visibility into project progress, risks, and impacts.
- Facilitate workshops, working sessions, and updates with cross-functional teams and executive stakeholders.
- Develop clear communication materials, dashboards, and presentations that translate complex concepts into concise, executive-ready narratives.
- Lead change management planning including training, communications, adoption strategies, and post-implementation support.
- Monitor adoption metrics and user feedback to ensure sustained success and continuous improvement.
- Accurately forecast project expenses, manage actuals within an appropriate variance of project budget, and coordinate with financial teams on budget.
Preferred Qualifications
Minimum 5 years of experience in project management, program management, or product management.A bachelor's degree in business management, technology management, or a related field.PMP certification is preferred.Professional experience within public accounting, audit / assurance, or a regulated professional services environment is preferred.Demonstrated success leading complex transformation initiatives or large-scale operational / process improvement projects - across multiple US and non-US locations through forming, storming, norming, and performing phases.Strong understanding of audit or tax workflows, methodology, risk assessment, engagement life cycle, and quality drivers is preferred.Exceptional communication skills with the ability to influence senior leaders and drive alignment.Strong analytical skills with the ability to synthesize data and improve operational performance.High comfort navigating ambiguity, balancing competing priorities, and leading through change.Must be able to lead and direct large project teams across multiple US and non-US locations through forming, storming, norming, and performing phases.Must be able to lead sprint planning sessions and guide teams new to Agile.Experience using Smartsheet for managing projects is required. Experience configuring and customizing Smartsheet is preferred.Knowledge of common business operations applications such as CRM and ERP, is preferredMinimum Qualifications
College Degree or equivalent required8 years related experienceExpert technical knowledgeKnowledge of industry regulationsAbility to lead and coordinate the team activities of othersAbility to formulate, document and recommend new policies and proceduresAble to work in and lead a teamDemonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externallyAbility to travel as required by business and on-call availability#LI-CF2 #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.