CBIZ Risk & Advisory Services offers consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service. As part of CBIZ, (NYSE: CBZ), one of the top financial services providers in the country, CBIZ Stinnett Risk & Advisory Services provides internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG and risk consulting services to leading businesses across North America.

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:

• 2022 Best and Brightest Companies to Work for in the Nation
• 2023 Top Workplaces USA
• 2022 America's Best Mid-Size Employers
• 2022 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

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 procedures:
  • Process OpenAir charges
  • 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 payables process and follow up as needed
• Client Onboarding:
  • New client and new project set-up in OpenAir
  • Update and/or create invoice templates in OpenAir
• Other special projects as needed

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 Required

• 3 Years of experience as a subject matter expert
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities