CBIZ · 1 week ago
Manager | Advisory Transformation
Atlanta, GA
Full-time
Hybrid
Mid, Senior Level
6+ years expCBIZ is seeking a skilled Manager to join their Advisory Transformation team. The role focuses on driving process improvements, implementing digital solutions, and supporting strategic change initiatives within the advisory practice, collaborating with cross-functional teams to analyze business requirements and design effective solutions.
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
Required
College Degree or equivalent
6 years related experience
Expert technical knowledge
Knowledge of industry regulations
Ability to lead and coordinate the team activities of others
Ability to formulate, document and recommend new policies and procedures
Able to work in and lead a team
Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
Ability to travel as required by business and on-call availability
Preferred
Bachelor's degree in Accounting, Business, Information Systems, or related field
7+ 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
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2026-01-22
2025-12-18
Company data provided by crunchbase