CBIZ

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

Essential Functions and Primary Duties

• Successfully manage and deliver large, high-value, complex projects related to tax/audit/advisory/accounting services technology transformation initiatives as scoped, on-time, and within budget.
• Collaborate with project team to identify activities, deliverables, and milestones for the schedule and to estimate and assign required tasks necessary to complete the project.
• Perform project risk assessment and select and implement appropriate risk strategies.
• Actively identify and seek resolution of issues that are impacting progress of projects.
• Provide leadership and motivation to project team members throughout the project lifecycle.
• Implement and oversee project communication plans that ensure appropriate level of communication with executives, internal colleagues, and external stakeholders.
• Direct and coordinate activities of all parties involved in the project to ensure that the project progresses on time and within budget.
• Accurately forecast project expenses, manage actuals within an appropriate variance of project budget, and coordinate with financial teams on budget.
• Prepare status reports along-side project team and modify schedules or plans as required.
• Continuously benchmark project management performance to identify improvements and achieve higher capability maturity in project and portfolio management.
• Work with 3rd party vendors, manage 3rd party resources, and manage 3rd party contractual and financial deliverables.
• Manage multiple projects at a time, including those that may be assigned outside of the transformation program.

Preferred Qualifications

• 7+ years of project management experience.
• A Bachelor’s degree in business management, technology management, or computer science/engineering.
• A demonstrable record delivering multiple large, high-value, complex on-premise and cloud-centric IT projects as scoped, on-time, and within budget.
• Experience using a variety of PM skills across both Traditional and Agile approaches.
  • Must be able to create and manage work breakdown structures, project schedules, project budgets, project risk registries, issue logs at an advanced level.
  • Must be able to lead sprint planning sessions, organize and refine backlogs, lead sprint reviews and retrospectives, and guide teams new to Agile.
  • Must be able to manage vendors, from contract negotiation through transition to operational support.
• Experience using a variety of best practices for organizing, leading, and communicating with project teams.
  • Must be able to lead and direct large project teams across multiple US and non-US locations through forming, storming, norming, and performing phases.
  • Must be able to clearly communicate, verbally and in writing, to various levels of project leadership to convey status of projects.
  • Must be able to negotiate and manage expectations of key senior and executive stakeholders.
• Proven experience in business process improvement using information technology, and organizational change management related to new technology introduction.
• Experience using Smartsheet for managing projects is required. Experience configuring and customizing Smartsheet is a preferred.
• MBA or Master’s degree in business management or technology management is a plus.
• PMP and/or Agile certifications, such as Certified Scrum Master, is a plus.
• Public accounting firm experience or experience with tax or assurance product development is preferred.
• Knowledge common business operations applications such as CRM and ERP, is a preferred
• Experience managing Merger & Acquisition projects focused on technology transition and integrations is a plus.

Minimum Qualifications

• Bachelor’s degree required
• 4 years experience in public accounting or related field
• 5 years supervisory experience
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

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