Business Intelligence Analyst, Data Insights

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CBIZ

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Gather, analyze, and interpret large sets of financial and operational data from various sources, including ERP, CRM, and other business systems. • Develop, maintain, and enhance dashboards, reports, and visualizations using BI tools (such as Power BI, Tableau, or Qlik). • Perform ad hoc analyses to support business initiatives, including profitability, productivity, client trends, and compliance. • Collaborate with business units and leadership to understand data requirements and deliver accurate, timely insights. • Identify trends, patterns, and actionable opportunities for improvement in accounting, audit, tax, and advisory services. • Support data quality initiatives and ensure data integrity across reporting solutions. • Document processes, methodologies, and data definitions to support transparency and repeatability. • Stay current with industry best practices and emerging BI technologies relevant to accounting and professional services. • Present findings and recommendations to stakeholders in clear, compelling formats. • Assist in the automation of reporting and analytics processes.

🎯 Requirements

• College Degree or equivalent required • 1 year related experience • Proficient use of applicable technology • Ability to follow technical instructions and guidelines • Ability to document daily activities and system functions • Able to work in team environment • Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally • Ability to travel as required by business and on-call availability • Able to lift up to 50 lbs

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