What are the responsibilities and job description for the Financial Analyst position at CBIZ Advisory Services?
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS102
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:
Essential Functions And Primary Duties
CBIZ.Jobs Category: Advisory
REASONABLE ACCOMMODATION
If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to
EQUAL OPPORTUNITY EMPLOYER
CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS102
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
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
- 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
- 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
CBIZ.Jobs Category: Advisory
REASONABLE ACCOMMODATION
If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to
EQUAL OPPORTUNITY EMPLOYER
CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
