Senior Director – Advisory Operations

Job not on LinkedIn

November 20

🔔 Pennsylvania – Remote

Although this job is listed in Pennsylvania, this company may be open to hiring remote in other states.

💵 $200k - $300k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

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CBIZ

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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.

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

📋 Description

• Partner with national leadership to oversee comprehensive financial planning and analysis for advisory operations, including annual budgeting, long-term forecasting, and scenario modeling. • Lead financial planning and analysis initiatives to guide strategic decisions and promote business objectives. • Conduct in-depth analysis of client profitability, service line performance, and resource utilization to recommend operational improvements and growth strategies. • Monitor and report on key performance indicators (KPIs), proactively identifying trends, risks, and opportunities to inform executive action. • Drive implementation of national strategies and process improvements, focusing on automation, technology adoption, and operational consistency. • Support acquisition evaluation, due diligence, and post-merger integration efforts from a financial planning perspective. • Serve as project manager for key initiatives and operational changes as identified by business unit and national leadership. • Serve as a key financial strategist for national advisory operations, driving profitability, cost management, and sustainable growth. • Oversee financial operations such as budgeting, forecasting, KPI reporting, billing/collections, write-downs, expense control, and SOX compliance. • Review, analyze, and report on financial results, translating complex data into actionable insights for executive leadership. • Guide operational decision-making by presenting financial scenarios, risk assessments, and recommendations that support corporate and client objectives. • Participate in national working groups to advance standard practices, policies, and operational initiatives. • Mentor and develop financial and operational staff, fostering analytical skills, technical proficiency, and a growth-oriented mindset. • Successfully communicate, influence, and collaborate across all organizational levels.

🎯 Requirements

• Bachelor’s degree (minimum) • At least 10 years’ of relevant experience • Demonstrated ability to manage global teams and complex projects • Proficiency in financial management and business operations • Ability to communicate professionally at all organizational levels • Exceptional organizational and interpersonal skills • Ability to travel as needed