Venteon Jobs

SENIOR TEST LAB TECHNICIAN NEEDED - SOUTH CHESTERFIELD, VIRGINIA A Leading Manufacturing Company in the South Chesterfield, Virginia area needs a Senior Test Lab Technician. This is a Full Time, Permanent, Direct Hire Position offering Competitive Compensation, Bonus Potential, Good Benefits, Paid Holidays and Paid Vacation. RESPONSIBILITIES: The Senior Test Lab Technician will support the design and validation of the Company's s products through testing in their Engineering Test Lab. Candidates should be motivated individuals with strong mechanical, electrical, and problem-solving skillsets. Key functions of this role focus on the setup, testing and troubleshooting of refrigerated display cases in collaboration with Test Engineers. Troubleshoot refrigeration system and test setup faults. Setup of refrigerated display cases and associated test equipment following standard operating procedures. Support lab initiatives including preventative maintenance, troubleshooting/repair of test infrastructure, and 5-S activities. Evaluate test data and recommend case changes to achieve testing goals Understand industry and regulatory requirements as they apply to product testing Demonstrate an understanding and adherence to all work safety policies and procedures QUALIFICATIONS: Understanding of and experience with basic wiring practices, piping, brazing, and fabrication. Capable of obtaining EPA Universal certification to work with refrigerants. Computer proficiency in Microsoft Outlook, Word, and Excel High School Diploma or GED equivalent Physically able to climb ladders and to lift objects up to fifty pounds. AS, CSC, or equivalent certification in HVAC-R or other Technical Programs Commercial refrigeration/supermarket experience (ideal, but not required). Working knowledge of refrigerated display cases, electrical systems, and refrigeration controls. Understanding of and experience working with the set-up, operation, and troubleshooting of test and measurement equipment (i.e. pressure transducers, data acquisition software, temperature probes, etc.) Strong problem solving and troubleshooting skills Good communication and documentation skills TO APPLY: If you are a high performer and would like to work for an equally high performing company and you think the above opportunity is appropriate for you, we invite you to submit your resume in Microsoft Word format to: ******************** We treat all resumes with strict confidentiality. We will always contact you first before submitting your resume to our client(s) for review. If you do not receive correspondence, you are not a fit for this position. At Venteon our talent acquisition team is proud to provide our clients with the most qualified Accounting & Finance, Engineering, IT and Administrative talent in the industry today. #VTN2

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

American Promise is building a movement to win passage of a federal constitutional amendment to allow Congress or the states to reasonably regulate and limit campaign contributions. Our national campaign is focused on “reducing money in politics” - now a top issue for almost all Americans, regardless of party or political preference. We empower people in all 50 states to connect, learn, act and lead efforts to mobilize their districts, states, and networks. Our team is passionate, collaborative, courageous, adaptable, and fun. We love setting big goals and learning lessons on the way to achieving them. We celebrate our differences and work to ensure that our staff, donors, volunteers, and supporters reflect the tremendous diversity of the American people as we strive together on the most American of national projects: amending the US Constitution. Come make history with us! The HR Manager will be responsible for helping to attract, develop and retain our growing staff. We are poised to scale rapidly and are looking for a professional to help build our team and the people-related infrastructure to support dramatic growth. This role requires a hands-on project management and execution, (“no task too small”) approach, as well as the ability to create longer-term systems and processes. We want AP to be a great place to work, where people are challenged to do their best, and where everyone can contribute toward our ambitious mission. If you have HR experience, enjoy developing great teams, and are passionate about our purpose, this could be an exciting next step in your career! Responsibilities The following represents a list of essential duties and responsibilities; other duties may be assigned as required: Build the HR function in a start-up culture, including the systems and infrastructure in support of rapid organizational growth. Create and implement an efficient talent acquisition strategy tailored for our mission and growth trajectory. Manage the full cycle of our recruiting efforts. Oversee employee performance management and development process. Develop and implement HR policies. Strategize with leadership around optimal organization structure. Help create a people-oriented, high-performance culture that emphasizes empowerment, excellence, inclusion, productivity, standards, and goal attainment. Qualifications A sincere commitment to and excitement for the American Promise mission, goal, and values. 8+ years of progressive experience in HR management, with an emphasis on talent development/recruiting. Strong computer skills; experience with Applicant Tracking Systems and other relevant HR tools. Demonstrated proficiency in project management and execution. Excellent interpersonal and networking skills. Strong written and verbal communications skills. Ability to be a self-starter and initiator, working both independently and collaboratively on a team. Professionalism in handling confidential and sensitive information. A growth mindset towards professional development and openness to feedback. Excel in a dynamic, fast-paced, collaborative environment. Demonstrate and value integrity, reliability, sound judgment, maturity, a commitment to learning, and a sense of humor. Benefits / Perks: Paid 4 weeks' vacation, 13 holidays, and personal/sick days. Health insurance (medical/dental/vision). Flexible spending account (FSA) for pre-tax health and dependent care benefits. Professional development opportunities. Passionate, inclusive, and collaborative work environment. This position is full-time. The ideal candidate is located in MA with the ability to work 1-2 days per week in the Concord, MA office. A fully remote schedule will be considered for the perfect candidate. The anticipated salary range for this position is between $85K and $100K, commensurate with experience. American Promise celebrates the freedom and diversity of our nation. American Promise team members are service-oriented and have demonstrated experience in volunteer, civic, military, or other forms of service to the country and our people. We welcome all qualified applicants who reflect and share this vision. American Promise does not discriminate on the basis of race, color, creed, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, veteran status or any other protected category under local, state or federal law.

This is a hybrid role for a Life Insurance Agent. The Life Insurance Agent will be responsible for selling insurance policies, providing brokerage services, financial consultations, and ensuring exceptional customer service. This role is based in Carrollton, TX, with flexibility for remote work. This is a commission-based position with unlimited earning potential, the more families you help, the more you earn. We provide weekly training to help you sharpen your skills. Plus, you'll be personally coached by our top earners-leaders who know exactly how to help you succeed. We'll even guide you through the process of getting licensed, so you're never left figuring it out alone. There is little, if any, financial education taught in schools. Our company is looking to change that. How can people become financially independent if they don't know how to? People don't plan to fail; they fail because they don't know how to plan. Our motto is “No Family Left Behind.” We don't charge our clients for our services and we don't have “minimums” in order to help a client. Benefits Based on Performance, typical part time pay is $40-$60k and full time is $80-$100k Flexible Schedule No Door Knocking No Cold Calling Supportive Team Coached weekly by top earners in the company Qualifications Willingness to get a life insurance license Customer Service proficiency Excellent communication and interpersonal skills Ability to build and maintain client relationships Ability to work in a team-based environment Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision Skills · Computer software-Zoom · Office software (spreadsheets, documents, etc) · Google Calendar · Google Drive · Interpersonal Skills · Team Leadership

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 * Manages the day-to-day of Benefits Support services for an assigned block of accounts to include the Benefits Renewal and Open Enrollment process and Level 2 support * Acts as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact * Organizes daily tasks and manages workload * Escalates client concerns when appropriate * Implements renewal changes and provides support throughout open enrollment including communication with client contacts, internal and external vendors * Conducts client meetings, as needed, for Benefits Renewal and Open Enrollment * Knowledge of payroll processes and other services offered by CBIZ * Maintains data integrity and quality with any applicable software on a timely basis * Establishes and preserves a solid business rapport with clients, external brokers and internal matrix partners such as CBIZ HCM Account Manager, CBIZ Employee Benefits, CBIZ FLEX/COBRA Benefits Team and CBIZ HRO * Works to understand processes, procedures and programs * Works to meet department metrics and goals as established by team supervisor * Additional responsibilities as assigned Minimum Qualifications * High School Diploma or GED equivalent required; bachelor's degree preferred * 3 years' experience in industry or related field * Strong communication skills both oral and written with all levels of an organization, both internally and externally * Must obtain and preserve required licenses/certifications as required * Proficient use of applicable technology * Able to work in a team environment as well as independently * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Travel based on client and business needs #LI-OD1 #LI-Hybrid

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 * Ticket Management: * Responsible for entering ticket notes and time into the ticketing system following documented processes to ensure proper documentation and resolution. * Review and manage their tickets daily to ensure client support issues are resolved within existing Service Level Agreements (SLAs). * Manages assigned tickets to ensure they are completed in a timely manner and ensures aging tickets are not excessive; escalates tickets to the appropriate team if unable to resolve. * Asset management: * Assist in keeping our client's inventory accurate through asset discovery, stale device checks, and verifying all devices are properly classed and set up in using our Remote Monitoring and * Management (RMM) tool. * Client Maintenance: * Identify and resolve anti-virus issues. * Complete patching updates and resolve patching issues. * Complete firmware updates to client firewalls and switches. * Complete software and hardware/firmware updates for clients. * Technical Support (Break/Fix): * Make client username changes. * Troubleshoot user account issues and assist with user unlocks/password changes as needed. * Manage client user accounts, including new/termed users. * Setup new devices such as PCs, mobile devices, printers, etc.; coordinate and work with vendors * for device setups as necessary. * Provide support for PCs, printers, mobile devices, remote desktops, and other client devices. * Provide support for client software and applications such as core-financial applications, Microsoft Office / O365 (Outlook, Word, Excel, PowerPoint), Adobe, etc. * Microsoft stack support: Windows 10/11, Windows server 2016 through 2022, Office 2016/365, Azure/AD & Intune/MDM, Exchange hybrid/online. * Mobile Device Management support (Apple iOS, Duo, etc.). * Microsoft Bit locker support. * Provide Basic LAN/WAN network administration (including support of firewalls, whitelisting, etc.) and troubleshooting of network, internet connectivity issues. * Provide other technical support to clients based on individual technical skills and experience. * Documentation: * Understand where to find pertinent information in our Knowledge Base to troubleshoot and resolve assigned tickets. * Update/flag missing or incorrect/outdated documentation and update as able. * Make recommendations to improve processes, procedures, and tools to improve overall efficiencies. * On-Call: * Willing and able to participate in an after-hours on-call rotation. * Training: * All new Service Desk staff participate in initial training in our system tools and procedures. * Complete required training on Service Desk tools. * Initiate self-study on our managed services tools and technologies that are most used by our clients. * This position may be asked to create training for other members of the Service Desk team. Preferred Qualifications * Experience: * 2 years' experience in an enterprise service desk environment (Managed Services Provider experience strongly preferred) working with PCs, server support, network configurations including remote desktop servers, and mobile devices. * Active Directory experience is required. * Previous Managed Services or Call Center experience is preferred. * Experience working in highly regulated industries (financial, healthcare, etc.) is preferred. * Education: * Associate degree in a related field of information systems or technology. Equivalent experience of four years may be acceptable in lieu of degree in some cases. * Certifications / Licenses: * None required to be hired at this level * NOC Analyst Level 1 technicians may be expected to gain one new certification per year. * Preferred certifications include any mix of Microsoft, A+, Network+, ITIL/ITSM, Security+, N-Central, ConnectWise, VMWare, or Meraki. * Technical Competencies: * NOC Analyst Level 1 technicians must have a strong working knowledge of computers and technologies, current operating systems, and common applications such as Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Adobe, etc. Must be proficient in desktop, server, remote desktop, and network support. A good understanding of networking principles. Experience in Active Directory. The ability to manage multiple priorities, be detail oriented, and demonstrate strong logical troubleshooting skills are critical for this position. Experience with common MSP tools such ConnectWise, N-Able/N-Central, IT Glue (or similar tools), CyberHawk, Meraki and FortiGate(or similar tools) is a plus. * Physical Qualifications: * This is a remote position. A laptop and some office accessories will be provided. Must possess ability to work in a home office setting and to use standard office equipment, stamina to maintain attention to detail despite interruptions. Ability to read printed materials and electronic documents, and ability to communicate in person and over the telephone. Individuals in client-serving positions must be able to travel to/from client sites and may require strength to lift and carry hardware weighing up to 50 pounds. * This position requires * Personal Development Competencies: * Self-awareness (emotional intelligence, self-reflection, and professionalism) is to understand emotions, personal strengths, and growth areas, and have a strong sense of value. * Time and energy management (prioritization, wellness, project management) is to manage life in a productive, efficient, and successful way. * Interpersonal relationships (caring conversations, adaptability, influence) are to develop strong, caring, and trusting relationships. * Communication (written communication, verbal communication, listening) is to express concepts, ideas, and information to others. * Teamwork (building teams, engaging teams, leading teams) is to achieve more through the power of working with teams. * Empowering others (mentoring, sponsoring, coaching) is to inspire others to unlock their potential. Minimum Qualifications * High School Diploma or GED equivalent required * Proficient use of applicable technology * Ability to follow technical instructions and guidelines * Able to work in a team environment * Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally * Ability to travel as required by business and on-call availability * Able to lift up to 50 lbs. The hourly rate for this job in this market is $30.47 - $37.17. 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. The application window is anticipated to close on or before March 31st, 2025. #LI-CF2

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. CBIZ Network Solutions delivers onsite technical support to Edward Jones home and branch offices across the U.S. and Canada. As a trusted Edward Jones partner, we prioritize exceptional customer service while troubleshooting and repairing computers, printers, telephones, and other technical components. Additionally, our team supports Edward Jones with project coordination, process management, and software solutions whenever needed. Position Overview Field Service Technicians are responsible for installing, upgrading, and maintaining both primary and backup branch connectivity, as well as site infrastructure, including network hardware, computers, telephones, printers, and cabling. They manage maintenance, IMAC (Install, Move, Add, Change) tasks, and various projects while ensuring compliance with SLAs, rollout schedules, and deadlines. Field Service Technicians support Edward Jones branch offices, vendor sites, and home FA locations within their assigned territory. Field Service Technicians must remain adept with evolving technologies and provide client training on newly implemented systems. Essential Functions and Primary Duties * Work independently to efficiently and effectively complete maintenance, project, and IMAC calls within deadlines. * Provide backup coverage for neighboring service areas when needed. * Monitor and manage the ticket queue, assuming ownership of tickets in assigned area and following up to resolution in accordance with SLAs. * Schedule ETA (Estimated Time of Arrival) commitments in alignment with client preferences, ensuring safe and timely arrival. * Perform ticket updates, including entering relevant dates, times, resolution codes, hardware usage, and other pertinent details. * Maintain compliance with Asset Management duties, including timely asset transactions, proper equipment packaging, and up-to-date shipping logs. * Provide timely technical support to clients with minimal disruption to their daily operations. * Maintain a current inventory of required parts and tools, ensuring they are readily available for client visits. * Stay familiar with documentation, and tools necessary for on-site and remote repairs. * Schedule and have maintenance completed for company vehicles per manufacturer and CBIZ Network Solutions specifications. * Troubleshoot, repair, and upgrade voice, data, and AV hardware, including network equipment, desktop terminals, monitors, printers, telephony devices, and cabling. * Operate a company vehicle for transportation to and from work assignments. * Deliver excellent customer service, fostering trust and confidence in your technical expertise. * Participate in additional projects and related work as needed. * Carry and respond to a company-issued cellphone for on-call support as required. Preferred Qualifications * Capable of reading and reviewing information on computer monitors for prolonged durations. * Maintain reliable high-speed internet access for work-related tasks. * Ensure a clean and safe environment for equipment repairs as needed. * Reside within the assigned territory to meet operational requirements. * Physically able to engage in extended periods of walking, sitting, and standing as required. * Perform physical activities such as bending, squatting, crawling, climbing, twisting, kneeling, and reaching at ground level and overhead. * Ability to hold and grip objects securely for extended periods. * Strong problem-solving abilities with keen attention to detail. * Effective communication skills for both technical and non-technical audiences. * Excellent time management and organizational skills to manage multiple tasks efficiently. * Ability to work independently and collaboratively as part of a team. * Physical ability to lift and transport equipment and perform tasks in various environments, including confined spaces. Minimum Qualifications * Associate's degree from accredited college or technical school OR two or more years IT and/or field service experience. * Able to use all related computer hardware and software. * Able to use job related tools. * Able to safely use step ladder. * Able to lift and/or move up to 100+ pounds of equipment. * Possess a valid driver's license in the employee's state of residence, allowing legal operation of a company vehicle. * Provide documentation verifying a minimum age of 21 to meet company car insurance requirements. * Maintain residence in assigned territory. The hourly rate for this job in this market is $22.60-$28.00. 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. #LI-TW1 #LI-Hybrid

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 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. Responsibilities 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 Required * 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

The Cooperative Sales Specialist will grow Company revenue by making outbound phone calls, conducting virtual or in-person meetings, and leveraging trade associations - with the target audience of municipal procurement/purchasing entities. The ideal candidate will educate and steer municipal stakeholders to use cooperative purchasing vehicles for the Company's products and services. The selected candidate will have a tremendous opportunity to accelerate revenue growth for the nation's premier underground infrastructure company, while saving the end-users time and money. Position Responsibilities: Drive $10M+ in cooperative purchasing revenue Convert municipal agencies from traditional design-bid-build to cooperative purchasing Assist existing Omnia Partner members to purchase services Work collaboratively with commercial managers/business development managers to develop and implement strategies that drive increased adoption of the company's cooperative procurement contracts. Responsible for coordinating workshops & exhibits of regional shows. Build relationships, explore needs, and uncover opportunities with customers and team members in an assigned territory Track weekly metrics. This includes outbound calls, virtual/in-person meetings, emails, and educational training. Continuous market research and understanding of your assigned territory. Utilize Company's CRM and other data tools to manage an opportunity pipeline. Perform other duties as assigned. Preferred Training/Skills/Experience: Comfortable communicating with people at all levels within an organization Self-starter who can work both independently, as well as, in a group; takes initiative Problem solver with a results-oriented mindset Continual learner who is flexible with a changing environment Excellent written and verbal presentation/communication skills Ability to work with internal and external stakeholders to ensure a positive experience Team player with ability to work with cross-functional teams in a matrix selling environment Receptive to ongoing coaching for continuous improvement Preferred Requirements: >2yrs experience with municipal purchasing experience, public procurement, or alternative Solid understanding of Federal and state procurement laws Bachelor's Degree (emphasis in Business, Marketing, Supply Chain Management, Communications or Public Relations) Prior Sales experience Prior Salesforce or CRM experience We offer a Competitive Salary with Career Growth Opportunities and a Full Benefits Package including Medical, Dental and Vision Insurance, Matching 401k, Tuition Assistance, Paid Time Off, and much more. Azuria is an Equal Opportunity Employer. Equal opportunity is a sound and just concept to which Azuria is firmly bound. Azuria will not engage in discrimination against, or harassment of, any person employed or seeking employment with Azuria on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, non-disqualifying disability, status as a protected veteran or other characteristics protected by law. VEVRAA compliant - priority referral Protected Veterans requested

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 * Responsible for creating payroll ACH files using specialized software * Responsible for researching multiple audits to ensure accurate processing of the payroll files * Responsible for uploading ACH files to the bank * Responsible for accounts receivable monitoring and communication on outstanding balances * Operate computers programmed with accounting software to record, store, and analyze information * Comply with federal, state, and company policies, procedures, and regulations * Provide backup coverage for other tasks as necessary * Additional responsibilities as assigned Preferred Qualifications * Associate's degree in accounting, finance or relevant field, or relevant experience in lieu of a degree * Strong attention to detail/high level of accuracy * Successfully manage high-stress situations in a fast paced environment * Excellent time management skills * Effective customer service skills * Proficient use of applicable technology * Possess intermediate to advanced Excel skills, including complex formulas and data functions * Ability to work in team environment as well as independently * Ability to analyze and prioritize multiple responsibilities with limited direction * Demonstrates the ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally Minimum Qualifications * Bachelor's degree in accounting, Finance or relevant field, or relevant experience in lieu of a degree * Two years of functional accounting experience * Proficient use of applicable technology * Able to work in team environment * Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally #LI-OD1 #LI-Hybrid

Our client in Ravenswood, WV is in need of an Electrical Engineer Primary responsibility is to apply the principals and practical application of electrical engineering in the design, manufacturing, maintenance, troubleshooting, reliability and continuous improvement of the process to meet departmental goals and future business requirements. Provide leadership and technical solutions to ensure the highest standards for Environmental, Health and Safety are achieved. Provide technical support to maintenance and operations to improve equipment uptime, capability, reliability, and throughput. Mentor supervisors, craft, and operation leaders to improve the team s overall understanding of the electrical systems in the department. Provide technical ownership of manufacturing equipment and systems TO APPLY: If you are a high performer and would like to work for an equally high performing company and you think the above opportunity is appropriate for you, we invite you to submit your resume in Microsoft Word format to: ****************** We treat all resumes with strict confidentiality. We will always contact you first before submitting your resume to our client(s) for review. If you do not receive correspondence, you are not a fit for this position. #VTN1

Manager Business Development-Energy The Manager Business Development is responsible for the execution of annual sales plans to support revenue and profit objectives in the assigned territory for Corrpro Companies. In addition, the Manager Business Development will generate new orders by selling products and services and will reach their established sales quotas through effective management of defined territory with future and current customers. This role will also work closely with operations to develop new and ongoing, profitable relationships with customers and continually maintain a professional image of Corrpro Companies. Position Responsibilities & Accountabilities Define and execute sales strategies and tactics to meet or exceed annual sales plans and quotas to identify, develop, and close new business within the Energy sector within and assigned territory. Energy may include pipeline, oil/Gas, processing, engineering, construction and transportation clients in need of corrosion assessment, corrosion protection design, installation and testing services. Manage the business development effort in an assigned territory. Generate, qualify, and close leads for subsequent execution, perform key account planning and maintain favorable business relationships. Develop and execute bid strategy, provide input into the estimating process, and generate market intelligence for capture plans and proposal preparation. Assist in the development of marketing communications and product portfolio decisions, coordinate pilot projects and spearhead management of customer service. Ensure all sales activity and opportunities are up to date in Salesforce, our Customer Relationship Management (CRM) system. This data will feed into sales reporting, forecasting, and sales activities. Cultivate a comprehensive understanding of the products and services offered by Corrpro. Conduct sales calls and make product/service presentations to meet customer needs. Be the face of Corrpro at trade conferences and networking events in assigned territory. Recommend proposal and contract prices. Develop bid strategy, provide input into the estimating process, optimize pricing, and develop project teams consisting of internal and external collaborators to acquire and complete profitable projects and contracts. Conduct monthly, quarterly, and annual variance reporting to compare actual results against budgets and forecasts. Other duties as assigned Qualification Requirements: For the successful performance of this position, an individual must be able to achieve and/or perform the essential duties of the position. Listed below are representative requirements for job knowledge, skill, and/or ability. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Bachelor of Science degree in Engineering, Physical Science, Business, Sales, Marketing, Construction or other related science field required. MBA is an asset. Minimum of 5 years of industrial materials or services business development experience. Experience selling technical products and services with pipelines, Oil/Gas, processing, government, municipal water and sewer, engineering, construction, universities, public transportation and Department of Defense clients preferred. Knowledge of Corrosion Control / Cathodic Protection preferred. Experience calling on and working with top-level management and government officials. Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or governmental regulations; draft reports, business correspondence; effectively present information to individuals or groups (management, clients, customers, public) and respond to questions. Ability to perform arithmetic calculations and apply basic statistical, algebraic and geometric concepts such as discount commissions, proportions, percentages, etc. Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists and interpret various instructions in written, oral, diagram, or schedule form. Must be able to travel as needed. Other Skills and Abilities Leadership Skills: The position requires a strong verbal and written communicator with ability to persuade, motivate and empower clients and co-worker to action required. Must be self-motivated, well-organized and a team player able to take initiative and function independently. Communicate in a professional manner with customers and co-workers. Computer-Based: The position requires expertise with Microsoft Excel, Word, PowerPoint and CRM (Salesforce preferred), including the ability to work with spreadsheets, databases, and presentation software. Ability to learn new applications quickly. Compensation and Benefits: Our company offers a Competitive Salary with Career Growth Opportunities and a Full Benefits Package including Medical, Dental and Vision Insurance, Quarterly Sales Bonus Potential, Monthly Car Allowance, Matching 401k, Tuition Assistance, Paid Time Off, Paid Holidays, and much more. Azuria Water Solutions Company is an Equal Opportunity Employer. Equal opportunity is a sound and just concept to which Azuria Water Solutions Company is firmly bound. The company will not engage in discrimination against, or harassment of, any person employed or seeking employment on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, non-disqualifying disability, status as a protected veteran or other characteristics protected by law. VEVRAA compliant - priority referral Protected Veterans requested.

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 Technology Advisory group at CBIZ is seeking an energetic, self-motivated Business Development Representative (BDR) to join our team. This is a 100% remote role, but you have the option to work in the office or on a hybrid schedule. In this role you'll engage prospective clients via telephone, email and social media to qualify their interest for CBIZ solutions and pass qualified leads to the sales team. This position is key to filling the top of the funnel and assisting the sales team in closing qualified prospects. We'll invest in your career growth, teaching you about the IT services industry, allowing you to build out foundational sales skills. Essential Functions & Primary Duties * 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 The annual salary target for this job in this market is $65,000-$75,000. 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 March 31st, 2025. #LI-HP1 #LI-Remote #CBIZAdvisory

Azuria Corporation is looking for an experienced Financial Analyst. Azuria Corporation and its family of companies shield and protect the world's infrastructure from degradation and corrosion with a variety of technologies and services. With operations in multiple countries across the world, a career at Aegion will provide challenging and innovative opportunities with a company that is a technology leader in their industry. For more information, visit ************** Requirements: The Financial Analyst role is critical finance role, reporting directly to the Vice President, Financial Planning & Analysis. The successful candidate will partner closely with leadership across all disciplines, including sales, operations, and controllership to support the budgeting, forecasting, management reporting, and financial analysis processes. Assess current reporting systems/tools and support efforts to improve business intelligence and reporting capabilities. Develop, review, and refine key performance indicators and performance dashboards for each business unit to support critical business decisions. Generate and interpret complex financial analyses, including economic/project support, cash flow conversion and forecasting, and return on investment calculations. Support annual budgeting process for full financials, including P&L, capex, and balance sheet through historical and operational metrics. Support quarterly forecasting efforts, including developing processes for expanded forecasting in the areas of capital spending, working capital metrics, and ROIC. Develop trends or other ad hoc analyses to test forecast assumptions and understand risks and opportunities to the forecast. Partner with Sales and Strategy/Corporate Development on market analyses to corroborate forecast assumptions with market drivers and a detailed understanding of the sales funnel. Support and test various bonus compensation calculations based on actual and forecasted performance. Play a key role in the longer-term implementation of a company-wide forecasting software. Perform other duties as assigned. Qualifications: For the successful performance of this position, an individual must be able to achieve and/or perform the essential duties of the position. Listed below are representative requirements for job knowledge, skills and/or ability. Bachelor's degree in accounting, Economics, or Finance required. 3 - 5 years of progressively increasing responsibilities in Accounting and Finance Project accounting experience required. Capital projects experience strongly preferred. Operational experience with JD Edwards, Hyperion, and Data Access Studio preferred. Familiarity with U.S. GAAP and current SEC rules and reporting requirements. Advanced Microsoft Excel (including ability to mine large sets of data) and PowerPoint skills. Ability to think creatively, highly driven, and self-motivated. Strong attention to detail; ability to research and analyze detailed information as well as summarize key message points for executive-level management. We offer a Competitive Salary with Career Growth Opportunities and a Full Benefits Package including Medical, Dental and Vision Insurance, Matching 401k, Tuition Assistance, Paid Time Off, and much more. Azuria is an Equal Opportunity Employer. Equal opportunity is a sound and just concept to which Aegion is firmly bound. Aegion will not engage in discrimination against, or harassment of, any person employed or seeking employment with Aegion on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, non-disqualifying disability, status as a protected veteran or other characteristics protected by law. VEVRAA compliant - priority referral Protected Veterans requested

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 * Handle a high volume of calls and cases related to Consumer Directed Healthcare Products in Flexible and COBRA Benefits in a call-center environment. * Provide prompt and accurate problem resolution for internal and external clients. Own the issue resolution from start to finish * Coordinate annual benefits enrollment renewal and ongoing administration for clients, participants, COBRA insured, and retirees, etc., in a timely manner. * Ensure that plans are accurate, current, and meet compliance standards * Distribute claims and documentation for reimbursements as well as COBRA reinstatements and terminations. * Educate participants and clients about their benefits related to eligibility and plan requirements. * Ensure all internal controls and procedures are followed for accuracy * Provide excellent customer service support for ongoing benefit activity and eligibility. Assure plans are administered in a manner that is compliant with IRS regulations. * Record necessary changes/updates as appropriate * Additional responsibilities as assigned Preferred Qualifications * Prior benefits knowledge preferably regarding COBRA, Health Savings, or Flexible Spending * Customer service or call-center experience Minimum Qualifications * High School Diploma or GED required * Acute detail and accuracy skills * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Excellent customer relation skills * Proficient use of applicable technology * Ability to work in a team environment as well as independently * Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks #LI-OD1 #LI-Hybrid d

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. Responsibilities * Manage multiple engagement teams 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. * Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition. Preferred Qualifications * CPA 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 3-5 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 3-5 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 Senior 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 * 7 years experience in related field * 5 years supervisory experience * Must have and preserve required licenses * Must be able to work in a team environment * Presentation skills mandatory * Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary * 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 In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $140,000-$185,000. 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 March 31, 2025. We do encourage that you apply to this position as soon as possible. #LI-DNI

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

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 March 31st, 2025. #LI-HP1 #LI-Remote #CBIZAdvisory

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 and/or manage due diligence assignments * Able to work independently and meet deadlines * Also able to work cohesively in a team-based engagement environment * Prepare and review Consultant reports and work products and provide timely feedback * Responsible for completion of engagements, including managing all aspects of project * Conduct field work and analysis both remotely and on-site (consistent travel required) * Participate in business development activities to include memberships in qualified organizations Minimum Qualifications * Bachelor's degree in relevant field * 3 years of relevant work experience * Achieve professional certifications relative to area of expertise, must have and preserve required licenses * 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 The annual salary target for this job in this market is $90,000-$110,000. 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 March 31st, 2025. #LI-HP1 #LI-Remote #CBIZAdvisory