HomeTeam Pest Defense jobs - 20 jobs

Pella, IA Urbandale, IA or Remote The Marketing Automation Specialist will be responsible for the overall management and effective implementation of the enterprise e-CRM strategy. In addition, role will work with cross-functional team to develop digital assets, manage workflows and be a leader in marketing automation technology to support customer acquisition and retention initiatives. The ideal candidate will be an expert in developing programs in Eloqua and other Marketing Automation Platforms. ESSENTIAL DUTIES AND RESPONSIBILITIES Other duties may be assigned. Design and develop marketing automation campaigns involving triggered communications and lead nurture programs. Create and publish e-mails, forms, landing pages, digital programs, and more through Eloqua. Be a leader in contact database management, audience segmentation, and targeting for marketing efforts. Continuously update and audit data sets within Eloqua and Salesforce, integrating tools as needed. Monitor campaign performance, proactively identifying and troubleshooting operational issues as they arise. Create performance and operational reports to communicate efforts, generate insights and provide recommendations to senior stakeholders. Plan and execute A/B and multivariate testing strategies. Implement advanced CRM and e-mail marketing techniques (dynamic content, personalization, etc.) Work to achieve all goals surrounding customer acquisition and nurture campaigns, as set by the Senior Digital Experience Manager. Manage the relationship with all external agencies and resources including Oracle, and any 3 rd party vendors managing data or e-CRM activities across our distribution channel partners. Ensure alignment and collaboration with internal stakeholders. Work with Web Analyst to track engagement and revenue from e-CRM initiatives. SKILLS AND EXPERIENCE Bachelor's degree in Communications, Marketing or related field. 5+ years of professional work experience, demonstrating a strong ability to develop marketing automation campaigns. Expertise in Marketing Automation Platforms including Marketo, HubSpot, Eloqua, and Pardot. Certified Specialist in Eloqua highly preferred. Strong experience in inbound/outbound lead generation, lead scoring, and routing strategies. Proficient in HTML, CSS, SQL. Demonstrated knowledge in data privacy laws. Strong understanding of e-mail marketing metrics. TRAVEL The position will require 10% travel.

The Business Development Representative is responsible for identifying, researching, and engaging new prospects aligned with Pella's Ideal Customer Profile. This role is focused on building high-quality pipeline opportunities that will be converted and managed by the field sales team. This role will find the best fit for opportunities between the Pro Sales Team, Pella Subsidiaries, or Lowe's. Essential Duties and Responsibilities include the following. Other duties may be assigned. Prospect Research & Targeting: Identify and qualify prospects that fit Pella's ICP (builders, remodelers, developers, dealers, and trade partners). Research company size, geographic fit, market focus, and potential buying triggers. Prospecting & Engagement: Use multiple outreach channels (phone, email, LinkedIn, events) to engage new prospects. Position Pella's value proposition: innovation, reliability, design flexibility, and partnership support. Secure introductory meetings and hand off qualified leads to field sales reps. Salesforce Management: Document all prospecting activity, conversations, and lead progress in Salesforce. Maintain accurate, up-to-date pipeline data and ensure seamless handoff to field sales. Track leads until they close (won) or are determined lost, ensuring learnings are captured. Share insights and new opportunities with field sales team members. Support quote follow-up and engagement strategy to prevent leads from going cold. Provide visibility into market feedback, prospect objections, and competitor positioning. Work collaboratively with channel sales teams to handoff prospective new builders, remodelers, contractors, developers and homeowners and ensure opportunities are effectively executed. Utilize CRM and sales reporting tools to effectively report and assess results of market activities. Collaboration with Field Sales: Share insights and new opportunities with field sales team members. Support quote follow-up and engagement strategy to prevent leads from going cold. Provide visibility into market feedback, prospect objections, and competitor positioning. Work collaboratively with channel sales teams to handoff prospective new builders, remodelers, contractors, developers and homeowners and ensure opportunities are effectively executed. Utilize CRM and sales reporting tools to effectively report and assess results of market activities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree in Business, Marketing, or related field preferred; and 1 to 3 years related experience in business development, inside sales, or lead generation (in building products and/or construction industry experience is a plus). and/or training; or equivalent combination of education and experience. Language Skills Strong research and communication skills in all forms (email, phone, and presentation). Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Strong collaboration skills with different channel team members and regional sales team. Professional Skills Must present a clean and neat physical appearance and strictly abide by company dress code serving as a role model for other employees, customer and visitors. Highly organized, detail-oriented and motivated by growth targets. Mathematical Skills Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills Familiarity with CRM platforms preferably with Salesforce. Ability to work with Word, Excel, and Power Point. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; and talk or hear. The employee is sometimes required to stand; and walk. The employee is occasionally required to sit; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to outdoor weather conditions. The noise level in the work environment is usually moderate. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree in Business, Marketing, or related field preferred; and 1 to 3 years related experience in business development, inside sales, or lead generation (in building products and/or construction industry experience is a plus). and/or training; or equivalent combination of education and experience. Language Skills Strong research and communication skills in all forms (email, phone, and presentation). Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Strong collaboration skills with different channel team members and regional sales team. Professional Skills Must present a clean and neat physical appearance and strictly abide by company dress code serving as a role model for other employees, customer and visitors. Highly organized, detail-oriented and motivated by growth targets. Mathematical Skills Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills Familiarity with CRM platforms preferably with Salesforce. Ability to work with Word, Excel, and Power Point. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; and talk or hear. The employee is sometimes required to stand; and walk. The employee is occasionally required to sit; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to outdoor weather conditions. The noise level in the work environment is usually moderate. Essential Duties & Responsibilities include the following. Other duties may be assigned. Prospect Research & Targeting: Identify and qualify prospects that fit Pella's ICP (builders, remodelers, developers, dealers, and trade partners). Research company size, geographic fit, market focus, and potential buying triggers. Prospecting & Engagement: Use multiple outreach channels (phone, email, LinkedIn, events) to engage new prospects. Position Pella's value proposition: innovation, reliability, design flexibility, and partnership support. Secure introductory meetings and hand off qualified leads to field sales reps. Salesforce Management: Document all prospecting activity, conversations, and lead progress in Salesforce. Maintain accurate, up-to-date pipeline data and ensure seamless handoff to field sales. Track leads until they close (won) or are determined lost, ensuring learnings are captured. Collaboration with Field Sales: Share insights and new opportunities with field sales team members. Support quote follow-up and engagement strategy to prevent leads from going cold. Provide visibility into market feedback, prospect objections, and competitor positioning. Work collaboratively with channel sales teams to handoff prospective new builders, remodelers, contractors, developers and homeowners and ensure opportunities are effectively executed. Utilize CRM and sales reporting tools to effectively report and assess results of market activities.

B2B Digital Product Manager Urbandale, IA (hybrid) Product Managers at Pella Corporation are strategic leaders that foster creativity, collaboration, and a culture excited to deliver measurable results. The B2B Digital Product Manager will be responsible for delivering incremental revenue growth and sustainable strategies that improve efficiency and productivity for the trade customer. This role will build the digital strategy and orchestrate a comprehensive roadmap of deliverables that accelerate business outcomes. The ideal candidate is both visionary and execution-focused with proven experiences that demonstrate a combined expertise in business acumen and digital/technology. As a product leader, you'll work cross-functionally with sales, marketing, design, technology, and operation teams to develop digital solutions that accelerate Pella's trade growth, improve process efficiencies, and differentiate the customer experience. Key Responsibilities: Digital Strategy & Growth Define & set the digital roadmap comprised of omni-channel experiences and capabilities that attract new B2B customers and fuel existing customer propensities to increase revenue growth. Build business cases that have clear objectives for the problem to solve, the proposed solution, and the projected outcome or business value. Manage a suite of digital tools (native, web, & hybrid) using data-driven information to plan which capabilities to build, in which application, and how to scale the experience through iterative design and development. Drive continuous progress by being resourceful, adaptable, and creative with minimal direction and limited resources. Deliver high-impact results and track key performance indicators to measure success, identify strategic pivots, assess customer satisfaction, and ultimately quantify value. Performance & Leadership Accountable to the outcome and performance of the B2B digital strategy delivering results that grow new accounts, increase retention, and improve efficiencies in the customer experience. Proactively engage with business partners and stakeholders to understand market trends, competitive landscape, channel segments, and customer needs, leading to opportunities for differentiation and growth. Serve as the voice of Digital CX - communicating the plans, updating progress, and reporting performance from the leadership level to the dedicated delivery teams. Manage a team of direct and indirect reports that coordinate the planning and execution of the digital roadmap. Qualifications: Seven+ years of experience as a Product Manager (or similar role), preferably with a focus on Digital Product and/or B2B. Proven results in implemented digital strategies that tie back to a business objective or goal. Ability to succeed in ambiguity and thrive in a rapidly changing environment. Strong relationship building qualities that are team-centered to plan and deliver work. Knowledge of technical aspects of software products (e.g. SaaS, Custom or Homegrown, On-Prem, Hybrid, etc) and the requirements for design, configuration, and integration. Competencies of great leadership by showing the ability to see the bigger picture, anticipating and managing challenges, moving towards actionable priorities, and a high degree of emotional intelligence. Ability to analyze data and make data-driven decisions. Passion to learn more and continue career development in the Digital & Product Management field. Bachelor's and/or Master's degree in Business, Marketing, Computer Science, or related field. Desired Skills: Agile approach to iteratively plan and deliver features, adapt quickly to change, and focus on continuous improvement. Strong problem-solving skills induced by creative out-of-the-box thinking. Excellent communication and collaboration qualities. Technical acumen in APIs, cloud-based platforms, integrations, and full stack programming is a plus. Travel: Up to 30% of time

#LI-TV1 #LI-Remote Minimum Qualifications Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred At least 3 years of experience in public accounting or related field 1 year supervisory experience preferred CPA candidates preferred Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs Essential Functions & Primary Duties Assisting with R&D practice projects, including researching, gathering data and analyzing R&D tax matters and financial reports Supporting R&D project completion and delivery Project development and support of new business Understanding of tax principles Managing multiple tasks and client needs Preparing reports and other documents as required Extensive writing and documentation gathering Interfacing with clients and approaching client interactions with maturity and discretion Demonstrating excellent team skills, positive attitude and high ethical standards Leading interviews to understand and identify qualified activities to substantiate the R&D tax credit Analyzing complex client data utilizing MS Excel, and other tax software products, to compute Federal and State R&D tax credits Preferred Qualifications Progress towards MST, CPA, EA or JD designation Bachelors Degree with emphasis in Accounting or related Field of Study 3+ years dedicated tax or related specialty R&D tax credit experience Excellent oral and written communication skills Must be a self-starter and be able to work remotely and independently Strong computer skills and proficiency in Microsoft Office and other tax-related software products Ability to travel and work at office locations around the Firm and client locations (up to 25% overnight travel)

Entry-level Full Stack Technical Analyst Pella, Iowa or Urbandale, Iowa At Pella, software engineers drive innovation through a variety of key technical initiatives. Our robust eCommerce platform empowers customers, while our mobile apps deliver real-time onsite data to professionals. Software Engineers play a crucial role in developing our quoting and ordering systems, directly impacting the efficiency and precision of our manufacturing processes. ESSENTIAL DUTIES AND RESPONSIBILITIES - Percentages represent guidelines only; may vary by position and fluctuate due to changing business needs. 60% Code development - Develop code based on the technical design specifications. Perform initial code checkout. Communicate status to parties involved. Familiar with and helps improve and establish development standards. Capable of developing across all key development tools available. Assists other analysts in increasing their knowledge of various technical tools. 15% Technical design work - Technical specifications and analysis required to meet business needs. Able to take general business requirements and build a robust technical design through the entire business process. Creates and/or reviews technical design work for other technical analysts. 15% Product Team Responsibilities - Provides estimates of various technical tasks. Assist Product Owner in taking high-level business initiatives into smaller deliverable pieces. 10% Day to day support of existing environment - Production issue resolution (alerts, tickets, requests from analysts). Able to quickly diagnose issues in a wide variety of areas without specific, detailed knowledge in the problematic area. Responsibilities outside of normal business hours: On-call rotation as assigned. Support for implementations of projects assigned will occur on weekends. Other duties may be assigned. Responsibilities: Confidently write and test code that can be deployed straight to production. Own all stages of development process: design, develop, test, implementation and operational support. Leverage modern development technologies for building breakthrough business applications and customer experiences. Evaluate trends and contribute to the direction of the technical development process and tools used for a better Pella digital experience. Propose creative and elegant solutions to complex technical problems. Develop, performant, secure, device-agnostic, accessibility standards compliant, and SEO friendly code. Collaborate and communicate with the team in an agile work environment. Technical Skills: Strong Front-End Web development skills using HTML5, CSS, React.js, JavaScript, REST APIs. Understanding and interpreting business/technical requirements, wireframes, and design comps. Strong Server-Side service and Graphql and REST API development skills using Node.js, Java, etc. Streaming technologies (Kafka, RabbitMQ, AWS SQS). Nice to have technologies: Docker, Kubernetes, AWS, CI/CD, Git, DevOps will be a plus, Identity Management skills will be a plus (Okta), Experience with Automated Testing tools will be a plus. Leadership & Process Skills: Thrives in highly collaborative cross-functional team and environment. Strong verbal and written communication skills, including the ability to communicate at all levels with clarity and precision. Focused and versatile team player who is comfortable under pressure, ambiguity, frequent change, or unpredictability. Excellent problem-solving and critical-thinking skills, including the ability to remove barriers and enable development teams to complete their objectives. Travel expected: 5-10% of time Education and/or Experience: Bachelor's degree in computer or related field (MIS or Computer Science or equivalent). Open to all levels of experience.

#LI-DNI About our Practice The CFO Advisory practice, the largest within CBIZ Private Equity Advisory, is a premier finance and accounting consultancy for middle market private equity groups and companies. Our growing team of talented professionals have operational accounting, Controllership, CFO and PE financial reporting expertise. We are a valuable and trusted partner to our 350 private equity clients and have supported nearly 2,000 portfolio companies through transitions and transactions. We support our clients with operational accounting and finance related matters through the course of the private equity investment lifecycle, from our proprietary FORWARDTM post-acquisition program through our experienced preparation for exit services. Our practice has experienced tremendous growth in recent years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different. * We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago, New York City, Tampa, Raleigh and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. * You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. * You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. * You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. * We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. * Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. * Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. * We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. * When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. * While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. If you're looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our CFO Advisory team at CBIZ Private Equity Advisory. About the Role Our CFO Advisory team focuses on providing quality services through a comprehensive suite of operational accounting and finance support to private equity backed portfolio companies across a variety of core industries, located throughout the US. You, as a Manager (or "Principal") will have the 'hands-on' opportunity to support and lead growth oriented clients during periods of transformation. Your contributions better enable our private equity clients to accelerate and increase their value creation objectives. You will be a key member of a growing practice that values the input of all personnel levels and have opportunity to immediately contribute to the upward mobility of the team. We are seeking to expand our team with those who are passionate about client service, seeking to provide deeper tangible and intangible value to their clients well beyond regulatory compliance, and broaden their accounting and finance expertise within an exciting and booming private equity market. Essential Functions and Primary Duties Key responsibilities include, but are not limited to: * Provide core operational accounting, financial reporting including post-acquisition optimization and prep-for audit, among other services, for our fast-growing private equity backed companies; * Prepare core financial information, models and analyses relative to the engagement requirements/expectations; * Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables; * Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; * Take ownership of the functional work, which could include post-acquisition accounting/finance process optimization, preparation for audit, inventory costing improvement, sell-side support, etc. * With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication Preferred Qualifications * Master's degree in accounting or MBA (with an accounting or finance undergraduate degree), a plus * Team player with exceptional verbal and written communication skills * Self-motivated and demonstrated ability to learn and succeed in a fast-paced and evolving work environment are essential * Strong analytical and presentation skills with a confident professional presence * Strong comprehension of US GAAP and exposure to senior management level personnel * Strong project management and organizational skills * High degree of accuracy and efficiency with attention to detail * Self-starter and proactive with an aptitude for continuous improvement * Possess an uncommon drive for results and value and an entrepreneurial spirit Minimum Qualifications * Bachelor's degree required * 6 years of experience in related field * 3 years of supervisory experience * Must have and preserve required licenses * Ability to manage all aspects of client engagements * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Proficient use of applicable technology * Must be able to travel based on client and business needs

#LI-DNI About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. * We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. * You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. * You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. * You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. * We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. * Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. * Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. * We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. * When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. * While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. If you are looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory. About the Role The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities Key responsibilities include but are not limited to: * Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; * Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities; * Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements; * Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; * Take ownership of functional work, which could include but is not limited to: * Budgeting / forecasting * Financial and operational reporting * Profitability analysis * Developing business processes * Data management Preferred Qualifications * 1-3 years of experience in either: * Consulting/Advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology * Corporate FP&A or Sales/Ops Finance Analyst, preferably with a middle-market private equity backed company * Intermediate knowledge of BI Tools or Data Analytics * Strong working knowledge of finance / accounting concepts such as financial statement mechanics * Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting) * Advanced proficiency in Excel * Strong business acumen and verbal / written communication Minimum Qualifications * Bachelor's degree required * 3 years of experience in related field * Must be able to work in a team environment * Presentation skills mandatory * Must possess analytical skills * 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

#LI-DNI Responsibilities About our Business CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are CBIZ Private Equity Advisory - Invested in You. About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. About the Role The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities Key responsibilities include but are not limited to: Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities; Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements; Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; Take ownership of functional work, which could include but is not limited to: Budgeting / forecasting Financial and operational reporting Profitability analysis Developing business processes Data management Preferred Qualifications 1-3 years of experience in either: Consulting/Advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology Corporate FP&A or Sales/Ops Finance Analyst, preferably with a middle-market private equity backed company Intermediate knowledge of BI Tools or Data Analytics Strong working knowledge of finance / accounting concepts such as financial statement mechanics Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting) Advanced proficiency in Excel Strong business acumen and verbal / written communication Qualifications Minimum Qualifications Bachelor's degree 1 year of relevant experience Must be able to work in a team environment Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs

#LI-DNI About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different: * Team members work remotely/virtually from anywhere in the U.S. * You will develop collaborative, lasting professional and personal relationships with clients regardless of your level. * You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on. * You will work in an environment and culture where your efforts matter to our team and clients. * We offer market-leading compensation and a consistent track record of maximum bonus payout. * Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory. * Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal. * We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. * When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members. * While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead. If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team. About the Role Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives. Responsibilities * Manage engagement team and coordinate with clients throughout the transaction process, including oversight of deliverables and delivering findings to clients * Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. * Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. * Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts. Preferred Qualifications * CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP) * Master's degree in accounting or MBA (with an accounting undergraduate degree) * A preferred minimum of 2-4 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience * A minimum of 1-3 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Manager within that practice. * Team player with exceptional verbal and written communication skills * Advanced MS Excel skills and strong working knowledge of other MS Office applications * Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential * Possess an uncommon drive and entrepreneurial spirit Minimum Qualifications * Bachelor's degree required * 6 years of experience in related field * 3 years of supervisory experience * Must have and preserve required licenses * Ability to manage all aspects of client engagements * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Proficient use of applicable technology * Must be able to travel based on client and business needs

#LI-CM #LI-Remote About the role: We are seeking a Medical & Pharmacy Underwriter with a strong actuarial background to join our growing team. This role is responsible for evaluating risk, pricing group medical and pharmacy benefit programs, and supporting the development of innovative pricing strategies. The ideal candidate has deep knowledge of healthcare trends, pharmacy cost drivers, and actuarial modeling techniques, with a proven ability to balance risk and competitiveness in pricing decisions. Essential Functions and Primary Duties * Risk Assessment & Underwriting * Review and analyze medical and pharmacy claims experience, demographic data, and plan design details to assess risk. * Develop and deliver accurate renewal calculations, new business quotes, and stop-loss evaluations. * Collaborate with sales, account management, and product teams to develop competitive pricing strategies * Actuarial Analysis * Build, refine, and maintain actuarial models to support pricing and forecasting efforts. * Monitor emerging healthcare and pharmacy trends to incorporate into underwriting assumptions. * Conduct experience studies and recommend adjustments to rating assumptions as needed. * Financial Performance & Reporting * Provide insight into book-of-business performance, loss ratios, and trend development. * Prepare and present analyses to internal stakeholders and senior leadership. * Support financial forecasting and budget-setting initiatives. * Collaboration & Compliance * Partner with compliance and regulatory teams to ensure adherence to state and federal requirements. * Act as a subject-matter expert on risk, pricing methodology, and market competitiveness. Preferred Qualifications * Bachelor's Degree in Actuarial Science, Economics, Statistics, or other math-oriented degrees * One or more years of underwriting and/or actuarial healthcare experience * Two or more actuarial exams passed * Must possess analytical skills (mathematics and statistics) * 3+ years of experience in medical, pharmacy, or health insurance underwriting. * Hands-on experience with actuarial pricing models, trend analysis, and financial forecasting. * Familiarity with PBM (Pharmacy Benefit Manager) contracts, formulary management, and specialty drug cost trends is highly desirable. * Must be able to comprehend, manipulate, and interpret statistical data * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Experience with SQL, R, Python, VBA, M and SAS or other data analysis tools Minimum Qualifications Required * High School Diploma or GED required; Bachelor's degree preferred with emphasis in math, statistics or finance. * Up to 6 years of experience in benefit analysis for group employee benefits. * Must have the ability to compile, analyze, present, interpret financial and statistical information to facilitate decision making. * Must maintain current required licenses and certifications relevant to field of expertise. * Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge and carrier funding. * Expertise in managing clients with alternative funding arrangements. * Advanced skill in using computer application software for financial modeling, statistical analysis and spreadsheet calculations. * Expert knowledge of state and federal legislation. * Sets priorities and manages work flow to ensure efficient, timely and accurate deliverables. * Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally. * Advanced problem solving and critical thinking skills. * Must be able to travel based on client and business needs.

#LI-DNI Minimum Qualifications Bachelor's degree required 7 years of experience in related field 5 years supervisory Must have and preserve required licenses Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. About the Role The Senior Principal will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Principal will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior Principal will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities Key responsibilities include, but are not limited to: Provide core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; Prepare core financial information, models and analyses relative to the engagement requirements/expectations; Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables; Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; Take ownership of the functional work, which could include budgeting / forecasting, financial and operational reporting, profitability analysis, developing business processes and data management, etc; With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication. Manage internal and external resources to achieve project goals and develop FP&A deliverables. Preferred Qualifications 7-10 years of experience in either: Consulting/Advisory (preferably Big 4 or Big 3) with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology Large company (preferably Fortune 500) Corporate FP&A or Sales/Ops Finance Analyst Intermediate knowledge of BI Tools or Data Analytics Strong working knowledge of finance / accounting concepts such as financial statement mechanics Demonstrated ability to present and support accounting / finance concepts to drive analysis and decisions (e.g. financial statement analysis, financial ratio application, and budgeting / forecasting) Advanced proficiency in Excel (must be comfortable with advanced functions, such as MATCH, array functions, and nested logic) Strong business acumen and verbal / written communication

#LI-CF2 #LI-Remote * Work within a defined territory to engage qualified leads through outbound communication (email, phone and social) to initiate conversation and schedule meetings for the sales team * Leverage all accessible tools, resources, and support to meet and exceed all KPI's and quotas * Collaborate with Account Executives on selling strategies and account plans * Utilize knowledge of CBIZ services to define entry point into prospective accounts * Research and gather information about target accounts in support of building out account plans and prospect database * Ensure all customer facing activity is documented in Salesforce.com to provide the business with market data as well as pipeline growth Preferred Qualifications * Related college degree preferred * 2+ years of experience in a fast- paced environment, preferably sales * You have a strong desire for long-term career in sales * Must demonstrate a desire to learn, embrace new concepts, and be passionate about leveraging the phone, email and social media to drive opportunity * Team player; ability to take accountability and direction * Ambitious and comfortable taking initiative * Strong interpersonal, communication and presentation skills * Proven ability to analyze and prioritize tasks in a fast- paced environment Minimum Qualifications * High School Diploma or GED equivalent * 1 year of relevant experience * Must be able to work in a team environment * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Proficient use of applicable technology * Must be able to travel based on client and business needs

#LI-DNI Responsibilities About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. If you are looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory. About the Role The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities Key responsibilities include but are not limited to: Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities; Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements; Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; Take ownership of functional work, which could include but is not limited to: Budgeting / forecasting Financial and operational reporting Profitability analysis Developing business processes Data management Preferred Qualifications 1-3 years of experience in either: Consulting/Advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology Corporate FP&A or Sales/Ops Finance Analyst, preferably with a middle-market private equity backed company Intermediate knowledge of BI Tools or Data Analytics Strong working knowledge of finance / accounting concepts such as financial statement mechanics Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting) Advanced proficiency in Excel Strong business acumen and verbal / written communication Qualifications Minimum Qualifications Bachelor's degree required 3 years of experience in related field Must be able to work in a team environment Presentation skills mandatory Must possess analytical skills 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

#LI-DNI About our Business CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are CBIZ Private Equity Advisory - Invested in You. About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. * We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. * You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. * You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. * You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. * We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. * Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. * Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. * We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. * When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. * While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. About the Role The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities Key responsibilities include but are not limited to: * Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; * Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities; * Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements; * Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; * Take ownership of functional work, which could include but is not limited to: * Budgeting / forecasting * Financial and operational reporting * Profitability analysis * Developing business processes * Data management Preferred Qualifications * 1-3 years of experience in either: * Consulting/Advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology * Corporate FP&A or Sales/Ops Finance Analyst, preferably with a middle-market private equity backed company * Intermediate knowledge of BI Tools or Data Analytics * Strong working knowledge of finance / accounting concepts such as financial statement mechanics * Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting) * Advanced proficiency in Excel * Strong business acumen and verbal / written communication Minimum Qualifications * Bachelor's degree * 1 year of relevant experience * Must be able to work in a team environment * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Proficient use of applicable technology * Must be able to travel based on client and business needs

#LI-DNI Responsibilities About our Practice The CFO Advisory practice, the largest within CBIZ Private Equity Advisory, is a premier finance and accounting consultancy for middle market private equity groups and companies. Our growing team of talented professionals have operational accounting, Controllership, CFO and PE financial reporting expertise. We are a valuable and trusted partner to our 350 private equity clients and have supported nearly 2,000 portfolio companies through transitions and transactions. We support our clients with operational accounting and finance related matters through the course of the private equity investment lifecycle, from our proprietary FORWARDTM post-acquisition program through our experienced preparation for exit services. Our practice has experienced tremendous growth in recent years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different. We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago, New York City, Tampa, Raleigh and Denver markets; however our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. If you're looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our CFO Advisory team at CBIZ Private Equity Advisory. About the Role Our CFO Advisory team focuses on providing quality services through a comprehensive suite of operational accounting and finance support to private equity backed portfolio companies across a variety of core industries, located throughout the US. You, as a Senior Manager (or “Senior Principal”) will have the ‘hands-on' opportunity to support and lead growth oriented clients during periods of transformation. Your contributions better enable our private equity clients to accelerate and increase their value creation objectives. You will be a key member of a growing practice that values the input of all personnel levels and have opportunity to immediately contribute to the upward mobility of the team. We are seeking to expand our team with those who are passionate about client service, seeking to provide deeper tangible and intangible value to their clients well beyond regulatory compliance, and broaden their accounting and finance expertise within an exciting and booming private equity market. Essential Functions & Primary Duties Provide core operational accounting, financial reporting including post-acquisition optimization and prep-for-audit, among other services, for our fast-growing private equity backed companies Prepare core financial information, models and analyses relative to the engagement requirements/expectations Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables Develop and employ actionable plans to achieve set expectations, and communicate results consistently Take ownership of the functional work, which could include post-acquisition accounting/finance process optimization, preparation for audit, inventory costing improvement, sell-side support, etc. Proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication Preferred Qualifications Master's degree in accounting or MBA (with an accounting or finance undergraduate degree), a plus Team player with exceptional verbal and written communication skills Self-motivated and demonstrated ability to learn and succeed in a fast-paced and evolving work environment are essential Strong analytical and presentation skills with a confident professional presence Strong comprehension of US GAAP and exposure to CFO or senior management level individual and M&A activities Strong project management skills with experience managing multiple work streams simultaneously High degree of accuracy and efficiency with attention to detail Self-starter and proactive with an aptitude for continuous improvement Possess an uncommon drive for results and value and an entrepreneurial spirit Qualifications Minimum Qualifications Bachelor's degree required 7 years of experience in related field 5 years supervisory Must have and preserve required licenses Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

#LI-CM #LI-Remote Responsibilities About the role: We are seeking a Medical & Pharmacy Underwriter with a strong actuarial background to join our growing team. This role is responsible for evaluating risk, pricing group medical and pharmacy benefit programs, and supporting the development of innovative pricing strategies. The ideal candidate has deep knowledge of healthcare trends, pharmacy cost drivers, and actuarial modeling techniques, with a proven ability to balance risk and competitiveness in pricing decisions. Essential Functions and Primary Duties Risk Assessment & Underwriting Review and analyze medical and pharmacy claims experience, demographic data, and plan design details to assess risk. Develop and deliver accurate renewal calculations, new business quotes, and stop-loss evaluations. Collaborate with sales, account management, and product teams to develop competitive pricing strategies Actuarial Analysis Build, refine, and maintain actuarial models to support pricing and forecasting efforts. Monitor emerging healthcare and pharmacy trends to incorporate into underwriting assumptions. Conduct experience studies and recommend adjustments to rating assumptions as needed. Financial Performance & Reporting Provide insight into book-of-business performance, loss ratios, and trend development. Prepare and present analyses to internal stakeholders and senior leadership. Support financial forecasting and budget-setting initiatives. Collaboration & Compliance Partner with compliance and regulatory teams to ensure adherence to state and federal requirements. Act as a subject-matter expert on risk, pricing methodology, and market competitiveness. Preferred Qualifications Bachelor's Degree in Actuarial Science, Economics, Statistics, or other math-oriented degrees One or more years of underwriting and/or actuarial healthcare experience Two or more actuarial exams passed Must possess analytical skills (mathematics and statistics) 3+ years of experience in medical, pharmacy, or health insurance underwriting. Hands-on experience with actuarial pricing models, trend analysis, and financial forecasting. Familiarity with PBM (Pharmacy Benefit Manager) contracts, formulary management, and specialty drug cost trends is highly desirable. Must be able to comprehend, manipulate, and interpret statistical data Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Experience with SQL, R, Python, VBA, M and SAS or other data analysis tools Qualifications Minimum Qualifications Required High School Diploma or GED required; Bachelor's degree preferred with emphasis in math, statistics or finance. Up to 6 years of experience in benefit analysis for group employee benefits. Must have the ability to compile, analyze, present, interpret financial and statistical information to facilitate decision making. Must maintain current required licenses and certifications relevant to field of expertise. Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge and carrier funding. Expertise in managing clients with alternative funding arrangements. Advanced skill in using computer application software for financial modeling, statistical analysis and spreadsheet calculations. Expert knowledge of state and federal legislation. Sets priorities and manages work flow to ensure efficient, timely and accurate deliverables. Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally. Advanced problem solving and critical thinking skills. Must be able to travel based on client and business needs.

#LI-DNI Responsibilities About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. If you are looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory. About the Role The Principal will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Principal will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Principal will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities Key responsibilities include but are not limited to: Manage resources (both internal and external) and the planning, execution and transition of FP&A deliverables to achieve project goals Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies Design and implement reporting and forecasting models and analyses to instill ongoing performance management capabilities Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Director Take ownership of functional work, which could include but is not limited to: Budgeting / forecasting Financial and operational reporting Profitability analysis Developing business processes Data management With the support and guidance from the Project Director, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication Preferred Qualifications 6-10 years of experience in either consulting/advisory with a focus on finance strategy and operations, analytics, technology or performance improvement OR corporate FP&A/financial analyst, preferably with a middle-market private equity backed company Intermediate knowledge of BI Tools or Data Analytics Strong working knowledge of finance / accounting concepts such as financial statement mechanics Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting) Advanced proficiency in Excel Strong business acumen and verbal / written communication Qualifications Minimum Qualifications Bachelor's degree required 6 years of experience in related field 3 years of supervisory experience Must have and preserve required licenses Ability to manage all aspects of client engagements Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs

#LI-DNI Responsibilities About the Practice CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our practice has experienced tremendous growth in recent years - more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different: Team members can work remotely/virtually from anywhere in the U.S. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level. You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on. We offer market-leading compensation and a consistent track record of maximum bonus payout. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory. Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had 100% personnel retention during the pandemic - and we paid out full bonuses to our team members. While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead. If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team. About the Role Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives. Essential Functions & Primary Duties Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts. Preferred Qualifications CPA (or meets the criteria to sit for the CPA exam) and knowledge of U.S. Generally Accepted Accounting Principles (GAAP) Master's degree in accounting or MBA (with an accounting undergraduate degree) A preferred minimum of 2 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience Team player with exceptional verbal and written communication skills Advanced MS Excel skills and strong working knowledge of other MS Office applications Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential Possess an uncommon drive and entrepreneurial spirit Qualifications Minimum Qualifications Bachelor's degree required 3 years of experience in related field Must be able to work in a team environment Presentation skills mandatory Must possess analytical skills 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

#LI-DNI Responsibilities About our Practice The CFO Advisory practice, the largest within CBIZ Private Equity Advisory, is a premier finance and accounting consultancy for middle market private equity groups and companies. Our growing team of talented professionals have operational accounting, Controllership, CFO and PE financial reporting expertise. We are a valuable and trusted partner to our 350 private equity clients and have supported nearly 2,000 portfolio companies through transitions and transactions. We support our clients with operational accounting and finance related matters through the course of the private equity investment lifecycle, from our proprietary FORWARDTM post-acquisition program through our experienced preparation for exit services. Our practice has experienced tremendous growth in recent years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different. We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago, New York City, Tampa, Raleigh and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. If you're looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our CFO Advisory team at CBIZ Private Equity Advisory. About the Role Our CFO Advisory team focuses on providing quality services through a comprehensive suite of operational accounting and finance support to private equity backed portfolio companies across a variety of core industries, located throughout the US. You, as a Manager (or “Principal”) will have the ‘hands-on' opportunity to support and lead growth oriented clients during periods of transformation. Your contributions better enable our private equity clients to accelerate and increase their value creation objectives. You will be a key member of a growing practice that values the input of all personnel levels and have opportunity to immediately contribute to the upward mobility of the team. We are seeking to expand our team with those who are passionate about client service, seeking to provide deeper tangible and intangible value to their clients well beyond regulatory compliance, and broaden their accounting and finance expertise within an exciting and booming private equity market. Essential Functions and Primary Duties Key responsibilities include, but are not limited to: Provide core operational accounting, financial reporting including post-acquisition optimization and prep-for audit, among other services, for our fast-growing private equity backed companies; Prepare core financial information, models and analyses relative to the engagement requirements/expectations; Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables; Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; Take ownership of the functional work, which could include post-acquisition accounting/finance process optimization, preparation for audit, inventory costing improvement, sell-side support, etc. With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication Preferred Qualifications Master's degree in accounting or MBA (with an accounting or finance undergraduate degree), a plus Team player with exceptional verbal and written communication skills Self-motivated and demonstrated ability to learn and succeed in a fast-paced and evolving work environment are essential Strong analytical and presentation skills with a confident professional presence Strong comprehension of US GAAP and exposure to senior management level personnel Strong project management and organizational skills High degree of accuracy and efficiency with attention to detail Self-starter and proactive with an aptitude for continuous improvement Possess an uncommon drive for results and value and an entrepreneurial spirit Qualifications Minimum Qualifications Bachelor's degree required 6 years of experience in related field 3 years of supervisory experience Must have and preserve required licenses Ability to manage all aspects of client engagements Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on client and business needs