Senior Consultant - Cbiz
Cleveland, OH
About the Job
With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Workplace - Financial Services Industry
- 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.
Objective
The Senior Consultant | Conflicts role is a combination of researching potential clients during the client acceptance process, working with engagement teams to resolve potential independence and other potential conflict issues, enhancing and streamlining current processes, raising any potential issues to the Independence Group or appropriate Service Line Leaders.
Essential Functions and Primary Duties
- Initiate and perform Conflict Searches
- Work with initiating personnel to understand their requirements and explain the results being provided to them
- Assist with training users of the process and system and other conflicts team members
- Assist with resolution based on understanding of potential independence or other conflicts
- Work with the Service Line Leaders, Independence Group, and IT to implement new processes and enhance current systems
- Additional responsibilities as assigned
Preferred Qualifications
- Knowledge and understanding of Independence and potential conflicts of interest in an Assurance context within a CPA accounting firm
- Attention to detail and organizational skills
- Knowledge of professional standards and regulations regarding independence in an assurance context
- Experience researching client’s organizational structure
- Excellent project management, verbal and written communication skills
- Detail oriented with the ability to analytically identify issues, recognize and take appropriate action or recommend possible scenarios to solve problems
- Ability to serve on cross-functional project teams as a platform subject matter expert
- Ability to manage own work plan and schedule to successfully meet goals with tight deadlines and minimal supervision
- Certified Public Accountant or an MBA, is preferred
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 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 annual salary target for this job in this market is $99,143-$128,886. 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 December 31, 2024. We do encourage that you apply to this position as soon as possible.
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