Operation Analyst | Remote at CBIZ

Status Category: **

Full-Time**

Exempt/Non-Exempt: **

Exempt**

Scheduled Hours Per Week: **

40**

Job Code: **

AD150**

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

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

Our practice has experienced tremendous growth in recent years – more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different:

• Team members work remotely/virtually from anywhere in the U.S.
• You will develop collaborative, lasting professional and personal relationships with your coworkers regardless of your level.
• We offer market-leading compensation and a consistent track record of maximum bonus payout.
• Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week – allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
• We place significant emphasis on the value of personal time. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member’s professional engagement and personal well-being.
• When times get tough, we get tougher – and we stand by our people. We had 100% personnel retention during the pandemic, and since – and we paid out full bonuses to our team members.

If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team. **

About The Role**

Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. We are looking for a highly motivated, reliable, self-starter to support our growing practice needs through the execution of administrative tasks, projects and data metrics analyses. Your work will contribute to the overall growth of our practice and daily operations of our team. **

Responsibilities**

• Support the Transaction Advisory Services practice and delivery teams through efficient and timely execution of tasks.
• Execute administrative tasks such as scheduling, data archiving, legal document tracking and follow up, and CPE compliance tracking.
• Maintain TAS marketing materials and deliverables through routine and ad hoc updates.
• Monitor completeness and accuracy of TAS engagement/opportunity project information within Salesforce.
• Support the TAS leadership team through the weekly and monthly preparation of TAS financial and metrics dashboard.
• Provide constant communication and flash reporting for all tasks.
• Support the planning and coordination of TAS teambuilding and social events.
• Develop and maintain an understanding of the Private Equity operating model for purposes of understanding how sponsor and portfolio company relationships impact internal reporting and compliance procedures.
• Review and maintain data quality and integrity of items input into Salesforce by PE Advisory Team Members.
• Perform new project setup procedures via populating and/or transferring required information between Salesforce systems.
• Perform and reconcile cross-serve reporting across CBIZ systems.
• Perform and reconcile month-end reporting and metrics analyses using data from various sources.
• Assist with preparation of PE Advisory quarterly newsletter.
• Support recruiting efforts through coordination of the interview process and candidate tracking.

Preferred Qualifications

• A bachelor’s degree
• Create a solid first impression, commands attention and respect, shows an air of confidence, and deals comfortably with colleagues.
• Highly motivated, driven, and self-starting individual with demonstrated ability to learn and succeed in a fast-paced and entrepreneurial work environment.
• Strong working knowledge of MS Office applications, including Microsoft Word, Excel, and PowerPoint.
• Adept at juggling multiple priorities and deadlines without sacrificing quality or accuracy.
• Must be reliable, independent, and self-motivated and yet a team player.
• High level of maturity and professionalism.
• Candidates must have a clear track record of excellence in several categories, including teamwork, professionalism, communication, organization, and client service.
• Experience working with Salesforce.
• Experience working in private equity or a professional services environment.
• Experience working with financial metrics and data analyses.

Minimum Qualifications Required

• Bachelor’s degree preferred
• 3 Years of experience as a subject matter expert
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

The estimated rate of pay for this job is $60,000-$77,000/year, which may vary based on education, experience, geographic location, or other job-related factors.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

CBIZ.Jobs Category: Advisory **

REASONABLE ACCOMMODATION**

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to **

EQUAL OPPORTUNITY EMPLOYER**

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages