Forensic Accounting Associate developing financial analyses and models for litigation purposes. Joining CBIZ in a hybrid environment to provide expert witness support in forensic accounting.
About the role
- Senior Manager overseeing operations to enhance client delivery for a CPA and advisory firm. Collaborating with teams to maintain high-quality standards and drive continuous improvement across services.
Responsibilities
- Oversee daily operations and work product quality across service and functional delivery teams.
- Partner with CAS practice operations to ensure standardized reporting and client delivery procedures are met.
- Ensure adherence to service-level agreements and standardized operational procedures.
- Lead change management initiatives and enforce governance of operational processes.
- Define and maintain operational metrics and dashboards using data analytics tools.
- Collaborate with offshore teams to ensure accuracy, quality, and process optimization.
- Maximize offshore workforce impact through targeted process improvements.
- Manage the creation and upkeep of guidelines, training materials, and project documentation.
- Monitor project timelines, allocate resources, and adjust plans to meet deadlines.
- Communicate updates and changes clearly to internal teams, leadership, and stakeholders.
- Maintain and enhance reporting tools and dashboards for performance tracking.
- Develop and implement policies and procedures to improve team output and efficiency.
- Establish statistical methods to measure progress and support strategic vision.
- Ensure consistent documentation and use of standardized templates in project management systems.
- Review and update training and resource databases to support team development.
Requirements
- Minimum 7 years of experience in operations or project management, ideally in a professional services environment
- People management experience of 2+ years
- Experience managing multiple client engagements in a fast-paced, deadline-driven environment
- Bachelor’s degree in related field
- Excellent communication skills and a passion for supporting a team culture
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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