Financial Analyst

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients.

CBIZ has been honored to be the recipient of several national recognitions for 2023:

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Fortune Best Workplaces for Women
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

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

• Serve as primary financial contact for assigned operating unit and communicate directly with corporate finance team and other levels of management. Facilitate and complete monthly close procedure:

• Process OpenAir charge

• Prepare, analyze and communicate financial revenue accrual and other data to corporate finance team

• Prepare and communicate any required balance sheet reconciliations to corporate finance team

• Reconciliation of all OpenAir hours to revenue accrual

• Accounting and Financial Statement Reporting:

• Detail review of revenue and expenses to ensure they are recorded appropriately

• Prepare reconciliations and report on variances

• Prepare monthly financial reports

• Budget Preparation, Monitoring and Reporting:

• Annual budget preparation

• Monthly budget to actual updates and analysis

• Accounts Receivable Invoice preparation and assistance

• Process timesheet and invoice corrections

• Weekly monitoring of invoicing and collection process including unbilled or aged account status

• Accounts Payable:

• Monitoring of payable process and follow up as needed

• Client Onboarding:

• New client and new project set-up in OpenAir

• Update and/or create invoice template in OpenAir

• Other special project as needed

• To offer greater flexibility in this role, we will consider candidate's seeking a reduced load of thirty-two hours a week versus full-time. The salary level will mirror the respective workload agreed upon

Preferred Qualifications

• Bachelor's degree in accounting or related field
• 3 years of relevant experience
• Ability to manage and prioritize multiple responsibilities
• Accuracy and attention to detail
• Excellent organizational skills
• Ability to meet assigned deadlines
• Ability to be successful and comfortable in a role with changing tasks and priorities

Minimum Qualifications

• HS diploma or GED required; Bachelor's degree in Business, Economics, Statistics or relevant field preferred
• 3 years of relevant experience
• Must possess analytical skills
• Must be able to comprehend, manipulate and interpret statistical data
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology

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