Jobs for cbiz at Philadelphia

Administrative Support Role Essential Functions and Primary Duties Provide accurate administrative support to leadership team members and other stakeholders, including copying, scanning, FedEx coordination, mail and package delivery, and general office support Assist with calendar management, meeting preparation, receptionist coverage, guest and visitor...

#LI-AL1 #LI-Onsite Responsibilities Essential Functions and Primary Duties Provide accurate administrative support to leadership team members and other stakeholders, including copying, scanning, FedEx coordination, mail and package delivery, and general office support Assist with calendar management, meeting preparation, receptionist coverage, guest and...

Retirement Plan Sales Consultant We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses,...

Description#LI-CM #LI-HybridResponsibilitiesThe Commercial Lines Producer serves as a true hunter and front-line revenue driver for CBIZ, responsible for generating net-new business and expanding market presence. This individual owns the full sales cycle from prospecting to close, leveraging a highly proactive, business development mindset to build a strong...

Description#LI-DNIResponsibilitiesAbout Our PracticeThe CFO Advisory practice within CBIZ Private Equity Advisory is a premier finance and accounting consultancy for middle market private equity groups and companies.Our team of professionals brings deep experience across operational accounting, Controllership, CFO leadership, and private equity financial...

Description#LI-BL1 #LI-HybridResponsibilitiesEssential Functions and Primary Duties Regarded as a Subject Matter Expert within business unit and shares knowledgeMake recommendations on internal department proceduresRecognize business opportunities for our clients and for CBIZAssume significant client responsibility as client's trusted advisor, is relied...

Job Title CFO Advisory Manager (Principal) Job Description The CFO Advisory practice within CBIZ Private Equity Advisory is a premier finance and accounting consultancy for middle market private equity groups and companies. Our team of professionals brings deep experience across operational accounting, Controllership, CFO leadership, and private equity...

Description#LI-DNIResponsibilitiesAbout our PracticeThe 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...

Description#LI-JSS #LI-HybridResponsibilitiesEssential Functions and Primary DutiesPrimary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned businessPerform all required Compliance Testing and related itemsReconciles assets, prepare Form 5500 and all schedulesPreparation of necessary allocations...

Description#LI-CF2 #LI-RemoteResponsibilitiesIf you are looking for more than another AI title, this opportunity provides direct access to executive priorities, meaningful client impact, and the chance to help establish CBIZ Technology as a market leader in AI-driven business transformation. The AI Consultant supports the delivery of artificial...

Description#LI-DNIResponsibilitiesAbout our BusinessCBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and...

Job Title IT Risk Professional Essential Functions and Primary Duties Design and conduct compliance, and security audit programs by understanding organization objectives, structure, policies, processes, internal controls, and external regulations For scheduled IT audits assist in the risk assessment, planning, and audit program development processes....

Description#LI-DNIResponsibilitiesAbout our PracticeThe 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...

Description#LI-BL1 #LI-HybridResponsibilitiesEssential Functions and Primary Duties Responsible for leading audit engagements in asset management.  Clients include investment funds in the private equity, infrastructure, private credit, venture capital, and real estate asset classes.Immediately step into a leadership role, serving as the key client contact...

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team...

#LI-BL1 #LI-Hybrid  **Essential Functions and Primary Duties** - Regarded as a Subject Matter Expert within business unit and shares knowledge - Make recommendations on internal department procedures - Recognize business opportunities for our clients and for CBIZ - Relied upon for knowledge of industry trends, identify client issues and conflicts;...

Description#LI-BL1 #LI-Hybrid ResponsibilitiesEssential Functions and Primary Duties Regarded as a Subject Matter Expert within business unit and shares knowledgeMake recommendations on internal department proceduresRecognize business opportunities for our clients and for CBIZRelied upon for knowledge of industry trends, identify client issues and...

Description#LI-KH1 #LI-HybridResponsibilitiesCBIZ is seeking a growth-oriented Business Development Leader to expand our Nonprofit practice across the Mid-Atlantic region. This role is accountable for originating and closing net-new revenue, with a primary focus on new logo acquisition within the nonprofit sector.Operating within CBIZ’s Financial Services...

Description#LI-SH1 #LI-HybridResponsibilitiesEssential Functions and Primary DutiesDemonstrate proactive client contact; viewed as a trusted business partnerExpand business practice; cultivate new clients; increase services to existing clients including cross serving opportunitiesCoach staff on business development strategiesCould have direct profit...

Description#LI-BL1 #LI-Hybrid ResponsibilitiesEssential Functions and Primary Duties Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as requiredDemonstrate understanding of the client's business including analysis and planning of client...