Essential Functions and Primary Duties
- Assist with preparation of the information documents and client presentations
- Perform analysis using department specific templates
- Maintain and update data on market trends, competitor analysis and other business intelligence
- Perform administrative functions including client communication, setting up and managing client project files, etc.
- Utilizing in-house software and Microsoft Suite (Word, Excel and Outlook preferred)
Preferred Qualifications
- You are currently enrolled in a bachelor’s program studying a form a business, preferably finance. You enjoy working in a team environment.
- You have basic Microsoft Office skills
- You have time management skills and the ability to multi-task
- You are interested in the finance and accounting industry
Minimum Qualifications
- Working towards a Bachelor's degree
- Excellent interpersonal, analytical, research and project management skills
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Ability to multi-task, think independently and problem solve in a results driven team oriented environment
- Strong verbal and written communications skills
- Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.