Job Description#LI-AG1 #LI-Remote
ResponsibilitiesEssential Functions and Primary Duties- Identify, automate, and continuously improve repeatable data processes to enhance efficiency, scalability, and effectiveness
- Extract, manipulate, transform, model, visualize, analyze, and summarize accurate, relevant, timely, and cohesive data to support business needs
- Execute core data requests, including journal entry testing, data extraction, reconciliations, and other analytical support activities
- Create, document, and execute support processes and test procedures to ensure data deliverables are accurate, sustainable, and aligned with business objectives
- Perform due diligence on data sources for independence, completeness, and overall data integrity
- Serve as a liaison between data and business processes by communicating effectively with internal and external teams and recommending data-driven approaches that support business goals
- Contribute to the team's library of data tools, scripts, and methodologies while collaborating across virtual and cross-functional environments to complete projects and other work outside normal support activities
- Manage work queues, keep team members informed of status, and apply sound judgment, initiative, flexibility, and problem-solving skills in prioritizing and executing work
- Continuously develop knowledge of data analytics concepts, tools, technologies, and data sources, and proactively seek guidance to strengthen technical and analytical capabilities
- Maintain confidentiality regarding the information and data being processed, stored, and accessed by end users
Preferred Qualifications- Bachelor's degree in Accounting, Finance, Information Systems, Data Analytics, Business, or a related field
- Experience with SQL, Power BI, Alteryx, Tableau, or similar analytics tools
- Experience developing automated workflows and process improvements
- Experience in a professional services, consulting, or financial services environment
- Knowledge of data governance, data quality, and reporting best practices
QualificationsMinimum Qualifications- Bachelor's degree and 1-3 years of experience
- Experience with data tools (Excel, SQL, Power BI, etc.)
- High proficiency in Excel
- Understanding of accounting/audit principles
- Strong analytical and problem-solving skills
- Ability to work in fast-paced environments
- Strong prioritization and organization skills
- Meet deadlines and SLAs consistently
- Exercise independent judgment
- Commitment to continuous improvement
About UsCBIZ, 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 members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
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.
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