Job Information
CBIZ Operations, Inc. Senior Financial Reporting Analyst in Independence, Ohio
Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: AC103 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: * 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 Job Purpose / Objective * Responsible for the preparation of external (SEC) and internal reports. * Manages external filings through Wdesk * Provide accounting research and analytical support to the finance team and business units * Provide support and assistance to the Investor Relations department. * Conduct quantitative and/or qualitative research of information affecting financial and/or business processes. * Interprets findings, prepare reports and formulate recommendations. Essential Functions and Primary Duties * Acts as lead for the external / SEC reporting on Form 10-Q/K, Form-8K, and other required filings. * Assists the preparation of annual proxy statement. * Assists with the preparation of earnings release and CFO earnings call script. * Utilizes Wdesk platform to improve reporting and presentation of financial and non-financial data. Such improvements include but not limited to using Wdesk to prepare/update investor presentation slides, charts, and graphs, as well as CFO dashboard. * Manages CBIZ financial accounting policy checklist and financial disclosure surveys on a quarterly basis. * Responsible for the preparation of statutory reporting. * Assists Assistant Corporate Controller in managing the monthly close process, including implementation of close monitoring schemes. * Assists in ad hoc accounting issue research and produce accounting position memos as needed * Provides support and assistance to both internal and external auditors in connection with the audits. * Performs financial statements analysis as needed. * Maintain effective internal controls over responsible areas * Research, collect, manipulate, interpret and verify data * Prepare requirements, specifications, business or financial processes and recommendations * Support or drive implementation of solution * Assess possible shortcomings in the implementation * Prepare and distribute analytical data reports and/or records * Work within the defined scope of the project * May have an obligation to implement their findings * Additional responsibilities as assigned Qualifications Required * Bachelor's degree in Accounting, business, economics, statistics, is required or equivalent work experience in related field * Minimum five years of relevant experience in accounting and/or finance. * Must have and preserve required licenses/certifications * Must possess analytical skills * Must be able to comprehend, manipulate and interpret statistical data * Proficient use of applicable technology * Must be able to travel based on client and business needs * Prior SEC reporting experience preferred. * CPA preferred. * Proficient use of applicable technology. Experience with Oracle Fusion and Wdesk a plus. * Able to work in team environment * Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally Skills Required * Demonstrates strong knowledge of US GAAP and accounting research abilities. * Ability to develop positive working relationships within fina