Strategic Financial Planning & Analysis Senior Associate (Remote)
Remote or Philadelphia, PA Job
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
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 times.
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 Senior Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior 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:
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 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
3-6 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
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
B2B Customer Care Associate I
Remote or Pella, IA Job
Do you feel called to help others alongside a brand that takes care of its customers and team members alike? You aren't afraid to deliver above and beyond, tailoring a custom experience for each person calling for help while being backed by a personal team of professionals who want to share in your successes.
Is delivering exceptional customer service a strength of yours? You are here because you choose to encapsulate these attributes for further success of the brand as well as the clients who work with us to make a difference!
Do you enjoy solving complex problems and providing continual learning for customers and clients? Instilling the knowledge that each customer needs to move forward successfully in their decision-making and problem-solving leads to efficiency and independence in the future.
Do you excel at making people feel comfortable and confident in your abilities? Taking the time to walk them through their issue can be a game-changer in someone's day. You are the first responder regarding their inquiry and will turn a stressful situation into a positive outcome when they realize you have their issue under control and are here to help!
How would you like to be our new Customer Care Associate?
Join the Customer Experience Team
We are looking to hire talented customer care associates to work in our team-based Customer Experience area at Pella Corporation. As a customer care associate, you will be able to use your organization, problem solving, and multi-tasking skills while responding to customer needs either on the phone or through written communication. With your ability to listen attentively and desire to create a positive problem-solving experience, you are in a critical role to make a difference in our customer's mind and to establish and solidify their confidence in Pella.
A brand that takes care of its customers while backing them with the knowledge they need, Pella Corporation is proud to design and manufacture high-quality windows and doors that enrich the lives of our consumers. While we are a leader in technology and product innovation, we are also privately held and focused on our people. At Pella, we want to help you find what makes you an extraordinary team member. That's why we offer stability in workload year-round, individualized talent development plans, cross-functional experiences, and opportunities for career advancement through personal and professional development. Our team-based structure provides a genuine learning experience, ability to tackle questions effectively, and the engagement of a close-knit group working towards the same goal.
Our national brand is supported by 8,000+ employees at 17 manufacturing sites and 90+ sales branches across the country who are dedicated to serving our customers with Pella Passion - a way of being that inspires us to go above and beyond for each other, our customers, and our communities. Pella Passion has guided our actions for nearly 95 years and will carry us forward as we capture our rare blend of inspired design and exceptional detail in our work and our lives.
Why you will love this job:
Stay busy. You and your team are engaged in customer interactions your entire shift, solving problems and answering inquiries about service and products for individuals from all backgrounds.
Flexible shift. Depending on your schedule, shift times will vary to ensure we meet customer needs.
Career advancement. There will never be a dull moment when it comes to learning new processes and building your portfolio to be a driven and successful customer experience expert.
Team Environment. Working in a team-based environment, you will be collaborating each day to solve issues, learning more for yourself each day to educate and drive results for all customers.
Great benefits to suit your life and any bumps along the way - Pella has your back!
Job qualifications for the Customer Care Associate include but are not limited to:
One year in related experience or training, or equivalent combination of education and experience is desirable
Proficient with Excel, Word, and Outlook
Ability to type efficiently to utilize computer and phone systems simultaneously
Strong verbal and written communication
ADDITIONAL INFORMATION:
Customer Experience Center team members are available for shifts Monday-Friday from 7:00am-7:00pm with shift times depending on customer needs-this time includes a rotating Saturday.
The opportunity for a quarterly shift bid will be performance-based.
This role is uniquely hybrid in that there will be opportunities for onsite as well as remote work.
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 sit and talk or hear. The employee is occasionally required to stand and walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close 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.
The noise level in the work environment is usually moderate.
CONDITION OF EMPLOYMENT
Pella Corporation is committed to workforce diversity. Pella is a Tobacco-Free Work Environment. Pella participates in E- Verify. Pella will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization.
EQUAL EMPLOYMENT OPPORTUNITY
Pella Corporation provides a working environment free of discrimination and harassment. Pella Corporation treats all persons equally, regardless of race, sex, religion, national origin, age, or disability, as each is protected under federal law. A number of states in which Pella operates have laws protecting classifications of team members not necessarily protected under federal law. Therefore, Pella also treats all persons equally, regardless of political affiliation and belief, pregnancy, national origin, age, creed, marital status, military status, sexual orientation, mental disorder, veteran status, ancestry or handicap as each category is protected under a municipal ordinance or state law.
Job duties for this customer experience associate may include, but are not limited to:
Answering inquiries via phone 90-100% of your day
Obtaining working knowledge of all products and applicable procedures
Communicating intelligently and accurately with consumers on technical issues
Analyzing information, exercising problem solving skills, and being equipped with a high degree of professionalism to ensure customer needs are met
Maintaining detailed and accurate record of all transactions
Assisting with the training and mentoring of new personnel
Pest Control Technician
Beltsville, MD Job
Are you looking for an exciting opportunity to be part of a well-established company in an ever-changing industry? If so, you have come to the right place!
Dodson Pest Control is one of the largest family-owned pest control companies in the United States and we are seeking dynamic individuals to join our team in your area. Our growing team of over 600 employees continues the tradition of excellence established in 1944 and proudly serves customers in seven states and the District of Columbia.
Experience in the pest control industry is helpful, but not required. The company provides intensive and thorough training on an ongoing basis to all employees. A strong work ethic and commitment to customer service are required.
Responsibilities include but are not limited to:
Inspect and diagnose pest issues in both residential and commercial settings
Provide Pest Management services to residential and commercial customers in a professional manner
Be customer service oriented at all times
Apply pesticides in safely and effectively in accordance with the label and State regulations
Willingness to attend and complete all scheduled training and to become a registered technician or certified and/or licensed applicator.
Willingness to adjust standard work schedule to meet the needs of our customers, which may require occasional Saturday work
Qualifications for this position include:
High school diploma or GED
Acceptable driving record and background check
Ability to work effectively with limited supervision
Strong customer service skills
Ability to access physically restrictiv
Credit Risk Manager | Asset Based Lending (Remote)
Remote or Atlanta, GA Job
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
The Credit Risk Advisory Group serves the needs of a diversified client base, including financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors, and companies in need of debt or equity financing. Our professionals provide services specifically tailored to our clients' changing needs, including the varying aspects of initial or periodic analysis for financial transactions, including debt and equity transactions. We have experience across multiple lending and equity transaction, various debt asset classes, specialty lending/securitization and asset-based lending areas.
Essential Functions and Primary Duties
* Perform due diligence and field examination assignments for the Group's clients
* Supervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluations
* Regarded as a Subject Matter Expert within the business unit and shares knowledge
* Assume significant client responsibility as client's trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
* Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
* Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
* Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
* Understand client's needs
* Drive a team environment; demonstrate support of management decisions and builds a positive culture
* Make recommendations on internal department procedures
* Recognize business opportunities for our clients and for CBIZ
Minimum Qualifications
* Bachelor's degree
* 6 years of experience in public accounting or related field
* 3 years supervisory experience
* Must have active CPA or equivalent certification
* 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
* Must be able to travel based on client and business needs
* Proficient use of applicable technology
The annual salary target for this job in this market is $115,000-$130,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
The application window is anticipated to close on or before June 30th, 2025.
#LI-HP1 #LI-Remote #CBIZAdvisory
HCM Sales Consultant
Bethesda, MD Job
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Essential Functions and Primary Duties
* Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
* Develop a Personal Development Plan annually, outlining personal and professional goals for the upcoming year.
* Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates and CBIZ marketing sources.
* Document activity, notes, and prospect data in appropriate CBIZ systems
* Develop and present recommendations to clients based upon consultative selling approach.
* Appropriately close new business, documenting won/lost opportunities and reasons for all clients.
* Seamlessly transition sold clients to designated client service team.
* Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers.
* As appropriate, work with client service team to serve client and retain business.
* Communicate with leadership, providing field input on market trends, competitor analysis and other business intelligence.
* Identify, initiate, and support cross serving leads to other CBIZ business developers.
* Assist Sales Manager in the mentoring and development of other producers.
* Responsible for meeting annual sales goals if applicable to position
* Additional responsibilities as assigned
Minimum Qualifications Required
* High School Diploma or GED
* 3 years demonstrated industry consultative sales skills represented through proven sales results.
* Must have and maintain required licenses/credentials.
* Superior command of verbal, written, presentation and negotiation skills
* Proficient use of applicable technology
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Must be able to travel based on client and business needs.
The annual salary target for this job in this market is $85,000-$105,000.00 The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Outside of base compensation there are opportunities for - Commissions and/or Annual Bonuses (variable depending on firm and associate performance).
#LI-MV1 #LI - Hybrid
Senior Auditor
Washington, DC Job
Job title: Senior Auditor What will I be doing? Assist with planning, execution and delivery of complex audit engagements within the not-for-profit sector. Test complex audit areas and reviews/completes the applicable audit programs. Assist with the implementation of new accounting pronouncements such as ASC 842 and ASC 326. Lead audit processes including reviewing planning and risk assessment materials, audit test work, financial reports and statements/engagement budgets utilizing CCH ProSystem fx Engagement.
This position may supervise 1 -2 subordinate employees (Staff). This position may require travel to client sites in the DC metro area on an as-needed basis.
Requirements:
Master's degree in Accountancy or related and two (2) years of experience as auditor, finance associate, or related.
Must have experience with: leading/supervising complex audit areas including contribution revenue, program service revenue, pledges and accounts receivable, allowance for credit losses, functional expense allocations, net assets, and OMB compliance testing for not-for-profit clients; performing a single audit under the uniform guidance compliance; analyzing client's internal control and identifying any deficiencies; and preparing financial statements for non-for-profit clients. Must be eligible for or have passed U.S. CPA exam.
Compensation
The annual salary target for this job in this market is $123,989.00 - $125,000.00. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Accounting Intern | Accounting Services Outsourced | 2026
Rockville, MD Job
Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions & Primary Duties
* Gain an understanding and assist in planning multiple audit assignments in Real Estate, Construction, Nonprofit, Manufacturing and many more industries
* Execute solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments
* Participate in client assignments from beginning to end
* Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process
* Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
* Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
* Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Preferred Qualifications
* Master's degree in Accounting, Taxation or related field preferred
* Active participation in student organizations or work experience in accounting or a related field is a plus, but not required
Minimum Qualifications:
* Working towards a Bachelor's degree
* Excellent interpersonal, analytical, research, including basic knowledge of GAAP and GAAS rules, procedures and standards
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Ability to multi-task, think independently and problem solve in a results-driven team-oriented environment
* Strong verbal and written communications skills
* Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
Compensation:
The hourly rate for this job in this market is $30 - $30. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
#LI-NJ1 #LI-Hybrid
Strategic Financial Planning & Analytics Manager
Remote or Philadelphia, PA Job
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.
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
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
* 1 year of relevant experience
* Must be able to work in a team environment
* Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
* Proficient use of applicable technology
* Must be able to travel based on client and business needs
#LI-DNI
Tax Associate II | Global Information Reporting (Remote)
Remote or Boston, MA Job
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
We are seeking candidates with Global Information Reporting (GIR) experience who are interested in joining a fast-growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Team members are responsible for consulting with the client as if they were their in-house tax department. The opportunity will include working with CBIZ team members, as well as client personnel, virtually and/or at the client location.
Essential Functions and Primary Duties
* As an Associate within the GIR practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of global information reporting and tax withholding for private equity firms. In this role, you can expect your role to entail:
* Communicating with our fund clients' investors to obtain IRS Forms W-8s, W-9s and CRS self-certification forms.
* Validating IRS Forms W-8s, W-9s and CRS self-certification forms.
* Providing advisory and compliance services to financial institutions regarding IRC chapter 3 NRA withholding and Form 1042-S reporting on foreign investors.
* Preparing and submitting IRC chapter 4 FATCA returns and OECD CRS returns.
* Assisting with training and mentoring Client Services Specialist and interns on GIR methodology.
* Developing and maintaining an excellent working relationship with client staff to increase customer satisfaction and to strengthen client relationships.
* Pledging to provide exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs; and
* Maintaining and complying with the highest degree of professional standards, client confidentiality and personal conduct.
Preferred Qualifications
* Bachelor's degree in a related field
* CPA eligible or equivalent certification such as EA, JD, MBA; desire to obtain certification required
* Previous public accounting, law firm experience, or private equity experience preferred
* Strong verbal and written communications skills
* Excellent interpersonal, analytical, research and tax project management skills
* Ability to multi-task, think independently and problem solve in a results-driven team-oriented environment
* Experience in one or more of the following areas is preferred: W-8/W-9 form solicitation and validation, 1042 reporting, or FATCA & CRS reporting
Minimum Qualifications Required
* Bachelor's degree required, Master's degree in Accounting, Taxation or related field preferred
* Must have completed at least one "Busy Season"
* 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
The annual salary target for this job in this market is $75,000-$90,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
#LI-DE1
#LI-Remote
Credit Risk Senior Manager | Asset Based Lending (Remote)
Remote or New York, NY Job
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
The Credit Risk Advisory Group serves the needs of a diversified client base, including financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors, and companies in need of debt or equity financing. Our professionals provide services specifically tailored to our clients' changing needs, including the varying aspects of initial or periodic analysis for financial transactions, including debt and equity transactions. We have experience across multiple lending and equity transaction, various debt asset classes, specialty lending/securitization and asset-based lending areas.
Essential Functions and Primary Duties
* Perform due diligence and field examination assignments for the Group's clients
* Supervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluations
* Regarded as a Subject Matter Expert within the business unit and shares knowledge
* Assume significant client responsibility as client's trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
* Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
* Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
* Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
* Understand client's needs
* Drive a team environment; demonstrate support of management decisions and builds a positive culture
* Make recommendations on internal department procedures
* Recognize business opportunities for our clients and for CBIZ
Minimum Qualifications
* Bachelor's degree required
* 8 years experience in public accounting or related field
* 5 years supervisory
* Must have active CPA or equivalent certification
* Ability to manage all aspects of client engagements
* 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 business needs
The annual salary target for this job in this market is $145,000 - $170,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
The application window is anticipated to close on or before June 30th, 2025.
#LI-HP1 #LI-Remote #CBIZAdvisory
Audit Intern | 2026
Washington, DC Job
Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
The Audit Intern works as a member of the Client Services group of MHM in providing outstanding service to our valued clients. This position performs many of the duties of an entry level accountant including working directly with corporate clients, under the supervision of upper level management.
Essential Functions & Primary Duties:
* Gain an understanding and assist in planning multiple audit assignments in Real Estate, Construction, Nonprofit, Manufacturing and many more industries
* Execute solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments
* Participate in client assignments from beginning to end
* Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process
* Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
* Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
* Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Preferred Qualifications:
* Working towards a Bachelor's degree; Master's degree in Accounting, Taxation or related field
* Active participation in student organizations or work experience in accounting or a related field
Minimum Qualifications:
* Excellent interpersonal, analytical, research, including basic knowledge of GAAP and GAAS rules, procedures and standards
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Ability to multi-task, think independently and problem solve in a results driven team oriented environment
* Strong verbal and written communications skills
* Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
Pay Transparency:
The hourly rate for this job in this market is $30 - $30. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
#LI-NJ1 #LI-Hybrid
Pest Control Technician
Lorton, VA Job
Are you looking for an exciting opportunity to be part of a well-established company in an ever-changing industry? If so, you have come to the right place!
Dodson Pest Control is one of the largest family-owned pest control companies in the United States and we are seeking dynamic individuals to join our team in your area. Our growing team of over 600 employees continues the tradition of excellence established in 1944 and proudly serves customers in seven states and the District of Columbia.
Experience in the pest control industry is helpful, but not required. The company provides intensive and thorough training on an ongoing basis to all employees. A strong work ethic and commitment to customer service are required.
Responsibilities include but are not limited to:
Inspect and diagnose pest issues in both residential and commercial settings
Provide Pest Management services to residential and commercial customers in a professional manner
Be customer service oriented at all times
Apply pesticides in safely and effectively in accordance with the label and State regulations
Willingness to attend and complete all scheduled training and to become a registered technician or certified and/or licensed applicator.
Willingness to adjust standard work schedule to meet the needs of our customers, which may require occasional Saturday work
Qualifications for this position include:
High school diploma or GED
Acceptable driving record and background check
Ability to work effectively with limited supervision
Strong customer service skills
Ability to access physically restrictive are
Accounting Intern | Accounting Services Outsourced | 2026
Washington, DC Job
Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions & Primary Duties
* Gain an understanding and assist in planning multiple audit assignments in Real Estate, Construction, Nonprofit, Manufacturing and many more industries
* Execute solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments
* Participate in client assignments from beginning to end
* Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process
* Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
* Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
* Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Preferred Qualifications
* Master's degree in Accounting, Taxation or related field preferred
* Active participation in student organizations or work experience in accounting or a related field is a plus, but not required
Minimum Qualifications:
* Working towards a Bachelor's degree
* Excellent interpersonal, analytical, research, including basic knowledge of GAAP and GAAS rules, procedures and standards
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Ability to multi-task, think independently and problem solve in a results-driven team-oriented environment
* Strong verbal and written communications skills
* Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
Compensation:
The hourly rate for this job in this market is $30 - $30. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
#LI-NJ1 #LI-Hybrid
Audit Associate II
Washington, DC Job
Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
* Assists in the preparation for audit fieldwork, by assembling client document requests and participating in engagement team planning meetings.
* Performs standard audit testing in areas such as cash, investments, inventory, fixed assets, accounts payable and accrued expenses, lease obligations, expense testing, control testing of cash receipts, cash disbursements and payroll, and preparation of and/or completion of the applicable audit programs.
* Assists with the overall preparation of financial statements including the statement of cash flows and, when applicable, the schedule of federal expenditures and OMB reports.
* Assists the Senior Auditor in drafting routine correspondence, financial statement footnotes, and management letters.
* Coordinates with the Senior Auditor following fieldwork, to address any remaining client needs and to perform roll-forward procedures.
* Maintains open communication throughout an engagement with the Senior Auditor regarding budget versus actual time statuses and time requirement changes.
Preferred Qualifications
* Master's degree in Accounting, Taxation or related field
* Must have active CPA or equivalent certification
* An understanding of generally accepted accounting principles (GAAP)
Minimum Qualifications Required
* Bachelor's degree
* Must have completed at least one "Busy Season"
* 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
The annual salary target for this job in this market is $75,000-$80,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.
#LI-DNI
Credit Risk Manager | Asset Based Lending (Remote)
Remote or New York, NY Job
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
The Credit Risk Advisory Group serves the needs of a diversified client base, including financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors, and companies in need of debt or equity financing. Our professionals provide services specifically tailored to our clients' changing needs, including the varying aspects of initial or periodic analysis for financial transactions, including debt and equity transactions. We have experience across multiple lending and equity transaction, various debt asset classes, specialty lending/securitization and asset-based lending areas.
Essential Functions and Primary Duties
* Perform due diligence and field examination assignments for the Group's clients
* Supervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluations
* Regarded as a Subject Matter Expert within the business unit and shares knowledge
* Assume significant client responsibility as client's trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
* Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
* Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
* Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
* Understand client's needs
* Drive a team environment; demonstrate support of management decisions and builds a positive culture
* Make recommendations on internal department procedures
* Recognize business opportunities for our clients and for CBIZ
Minimum Qualifications
* Bachelor's degree
* 6 years of experience in public accounting or related field
* 3 years supervisory experience
* Must have active CPA or equivalent certification
* 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
* Must be able to travel based on client and business needs
* Proficient use of applicable technology
The annual salary target for this job in this market is $115,000-$130,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
The application window is anticipated to close on or before June 30th, 2025.
#LI-HP1 #LI-Remote #CBIZAdvisory
Transaction Advisory Services Senior Associate (Remote)
Remote or Denver, CO Job
About our Business CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
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.
Responsibilities
* 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
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
In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $80,000-$115,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
#LI-DNI
Tax Associate II
Rockville, MD Job
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
* Complete all aspects of accounting, tax and audit engagements for clients
* Execute solid understanding of accounting and auditing principles, general tax regulation, general quality control auditing standards, technology implementation procedures, etc. relative to individual client assignments
* Adhere to engagement budget constraints and complete assigned tasks within the time requested
* Strive to attain charge hour goals
* Practice in early practice development activities such as: memberships in qualified organizations capable of referring potential engagements
* Execute administrative duties as assigned
* Additional responsibilities as assigned
Preferred Qualifications
* Master's degree in Accounting, Taxation or related field
Minimum Qualifications Required
* Bachelor's degree
* Must have completed at least one "Busy Season"
* 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
The annual salary target for this job in this market is $80,000 - $83,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
#LI-HK1 #LI-OnSite
Strategic Financial Planning & Analytics Senior Manager
Remote or Philadelphia, PA Job
About our Business CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
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'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 Strategic FP&A team at CBIZ Private Equity Advisory.
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
Minimum Qualifications
* Bachelor's degree required
* 7 years of experience in related field
* 5 years of supervisory experience
* 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
* Proficient use of applicable technology
* Must be able to travel based on client and business needs
#LI-DNI
Credit Risk Senior Manager | Asset Based Lending (Remote)
Remote or Denver, CO Job
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
The Credit Risk Advisory Group serves the needs of a diversified client base, including financial institutions, non-bank lenders, debt funds, private equity and hedge funds, institutional investors, and companies in need of debt or equity financing. Our professionals provide services specifically tailored to our clients' changing needs, including the varying aspects of initial or periodic analysis for financial transactions, including debt and equity transactions. We have experience across multiple lending and equity transaction, various debt asset classes, specialty lending/securitization and asset-based lending areas.
Essential Functions and Primary Duties
* Perform due diligence and field examination assignments for the Group's clients
* Supervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluations
* Regarded as a Subject Matter Expert within the business unit and shares knowledge
* Assume significant client responsibility as client's trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
* Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
* Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
* Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
* Understand client's needs
* Drive a team environment; demonstrate support of management decisions and builds a positive culture
* Make recommendations on internal department procedures
* Recognize business opportunities for our clients and for CBIZ
Minimum Qualifications
* Bachelor's degree required
* 8 years experience in public accounting or related field
* 5 years supervisory
* Must have active CPA or equivalent certification
* Ability to manage all aspects of client engagements
* 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 business needs
The annual salary target for this job in this market is $145,000 - $170,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
The application window is anticipated to close on or before June 30th, 2025.
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Tax Intern | 2026
Rockville, MD Job
Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions & Primary Duties
* Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
* Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
* Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
* Participate in client assignments from beginning to end
* Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
* Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
* Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Preferred Qualifications
* Master's degree in Accounting, Taxation or related field preferred
* Active participation in student organizations or work experience in accounting or a related field is a plus, but not required
Minimum Qualifications
* Working towards a Bachelor's degree
* Excellent interpersonal, analytical, research and tax project management skills, including knowledge of GAAP, Taxation compliance, codes and regulations
* Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
* Ability to multi-task, think independently and problem solve in a results driven team oriented environment
* Strong verbal and written communications skills
* Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
Compensation:
The hourly rate for this job in this market is $30.00 - $30.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
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