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CBIZ · 1 day ago

Senior Director | New England Regional Operations

New Haven, CT

Full-time

Onsite

Director/Executive

10+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Director of Regional Operations is responsible for providing operational support and strategic guidance to enhance client service and drive business development within the region.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Hiring Manager

Taylor Vinnage

Responsibilities

Partners with national and regional leadership to oversee execution of financial and operational priorities including but not limited to: Budgets and forecasts, Monthly financials, KPIs and metrics, Client onboarding, Account planning process, Compliance with SOX requirements, etc

Provides day-to-day operational support to enable client-facing leadership and staff to focus on delivery, business development, and team development

Collaborates with the CoE and national teams to provide input on process improvements, reporting needs, and staffing strategies

Engages regional leadership to understand the strategy, initiatives and related goals that have been set and to establish controls to monitor progress on these goals

Supports regional execution of national strategies and enables implementation of solutions tied to process improvement, automation, and technology adoption

Aligns regional operations across functions such as Tax, Attest, HR, IT, Marketing, and Finance to ensure coordination and consistency

Collaborates with regional leadership and HR related to forecasting and fulfillment of staffing needs to include recruiting, offshoring and outsourcing

Participates in due diligence and integration activities for acquisitions, as needed

Reports to the National FS Operations Leader with a dotted line to the Regional Leader

Participates as key stakeholder on region executive team to drive priorities, communication and initiatives that affect the region and which drive growth, profitability, efficiency, and operational effectiveness

Partners with national and regional leadership to provide process oversight of key financial activities and drivers including budgets and forecasts, monthly financials, KPIs and metrics, client onboarding, account planning process, billing and collections, write downs and reserves, expense control and compliance with SOX requirements

Drives and/or enables solutions to drive process standardization and automation; enables implementation on technology/AI solutions

Designs and implements administrative support teams, processes and systems, including staffing requirements, and directs the workflow of the administrative staff ensuring effective delivery of services

Participates in national working groups with peers related to process improvements, standard practices and new policies, processes, systems and initiatives

Partners with regional HR leaders to drive goal setting, feedback process, review processes and other performance management activities

Liaises with Legal and Risk Management as needed

Serves as Project Manager for and/or owner of key initiatives determined by business unit or national leadership

Qualification

Financial managementBusiness operationsProcess improvementProject managementTeam managementStrategic thinkingCommunication skillsInterpersonal skillsNegotiationConflict resolution