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CBIZ · 6 hours ago

Senior Analyst | Advisory Transformation

Atlanta, GA

Full-time

Hybrid

Senior Level

5+ years exp

CBIZ is seeking a skilled Sr. Analyst to join our Advisory Transformation team. The ideal candidate will leverage deep analytical expertise and professional services knowledge to drive process improvements, implement digital solutions, and support strategic change initiatives within our advisory practice.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Responsibilities

Partner with advisory professionals and IT teams to identify and implement opportunities to streamline and standardize advisory processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability

Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable advisory transformation solutions

Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes

Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement

Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower advisory teams with actionable insights that enhance strategic decision making

Support project management activities, including timelines, resource planning, risk identification, and status reporting

Assist with change management efforts, including user training, documentation, and communication strategies

Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement

Evaluate and advise on new technologies, vendors and products and stay updated with industry trends

Qualification

AI implementationBusiness process reengineeringAdvanced analyticsProfessional services knowledgeCPA certificationProject managementAnalytical skillsCommunication skillsDetail-orientedTeam collaboration

Required

Bachelor's degree in Accounting, Business, Information Systems, or related field

5+ years' experience in professional services and/or professional services technology transformation (public accounting firm experience strongly preferred)

Strong understanding of professional services processes and ability to quickly learn and navigate diverse service offerings

Deep understanding of the AI landscape and hands-on experience implementing AI tools, managing change, and delivering measurable value

Excellent analytical, problem-solving, and documentation skills

Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership

Detail-oriented, organized, and able to manage multiple competing priorities

CPA certification

College Degree or equivalent

3 years related experience

Ability to lead and coordinate the team activities of others

Proficient use of applicable technology

Ability to execute and draft technical instructions and guidelines

Ability to document daily activities and system functions