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
Resource Management Operations
- Lead the transition from tactical scheduling to strategic Resource Management (RM) within the Attest Practice.
- Implement consistent business practices for assigning available employees to projects based on skillsets, experience, goals, and availability.
- Collaborate with regional Resource Managers for capacity planning, forecasting, workload monitoring, and conflict resolution.
- Ensure cross-office sharing of resources and measure process effectiveness.
- Manage vendor relationships for resource management solutions, optimizing support for application development and reporting.
- Collaborate with internal stakeholders to establish RM Scorecard, defining and measuring KPIs.
Business Analysis
- Understand and influence performance to achieve leverage and pricing goals
- Expert knowledge of the Attest Practice
- Monitor daily/weekly/monthly business trends, diagnose problems, and drive appropriate solutions.
- Strike a balance between flexibility and process consistency.
Communication / Collaboration
- Effectively communicate feedback, expectations, and difficult messages.
- Promote a collaborative culture, motivate, and lead by example.
- Lead the RM team's collaboration with HR regarding performance management, workforce planning, skills profiling, and vendor relationships.
- Maximize employee experience by balancing career desires with business needs.
Leadership Approach
- Lead with character, build trust, respect, and credibility.
- Promote an inclusive work environment championing diversity, equity, and inclusion.
- Accept responsibility for actions and strive to understand and support others.
- Follow through on commitments and treat others fairly and consistently.
Cross Functional Engagement
- Collaborate across the Practice Management Office and with business unit leaders, back-office operations leaders, and functional leaders.
- Ensure RM solutions align with business objectives and efficiency principles.
- Collaborate with Director of Customer Success to ensure usage and adoption objectives for RM processes and systems.
- Collaborate with relevant groups, including Corporate Finance, Financial Services Finance Group, Financial Planning & Analysis, National Tax Office, Mayer Hoffman McCann, and IT.
Business and HR Responsibilities
- Oversee the professional development of a team
- Manage matrix connections with Resource Managers in local offices and practice groups.
- Foster a culture of accountability, set clear expectations in the goal-setting process, and provide regular feedback.
Candidate Attributes
- Proficiency in human resource and project management.
- Ability to use technology, analytical tools, and resource management software.
- Flexibility, adaptability, resilience, and good decision-making skills.
- Comfortable as both a strategic team member and a hands-on contributor.
Preferred Qualifications
- Extensive knowledge of operations within the accounting firm industry
- Experience with change management principles, methodologies and tools
- Excellent active listening skills
- Previous experience as a project/resource/HR manager or in the related industry
- Ability to influence others and move toward common goals
- CPA Preferred
Minimum Qualifications
- Bachelor’s degree
- 6 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs.
- Proficient use of applicable technology
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