Senior Analyst | Business Transformation jobs in United States
cer-icon
Apply on Employer Site
company-logo

CBIZ · 1 day ago

Senior Analyst | Business Transformation

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Analyst in Business Transformation will drive strategic change and implement leading-edge technologies, collaborating with various teams to enhance processes and decision-making through advanced analytics and automation.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Responsibilities

Partner with service line professionals and IT to identify and implement opportunities to streamline and standardize processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability
Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower teams with actionable insights that enhance strategic decision making
Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable transformation solutions
Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture and document comprehensive process maps that clearly current-state and future-state workflows, gather feedback, and document recommendations for improvement
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
Develop comprehensive business cases for proposed transformation initiatives with detailed cost and return on investment (ROI) analysis, ensuring alignment with organizational goals and demonstrating the value and impact
Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement
Champion innovation by continuously evaluating and advising on new technologies, staying updated with industry trends

Qualification

Business TransformationAI implementationProcess reengineeringCPA certificationProject managementAnalytical skillsCommunication skillsDetail-orientedTeam collaboration

Required

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
Able to work in a team environment
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
3+ years' experience in professional services and/or professional services technology transformation (public accounting firm experience and specific experience in one of our service lines strongly preferred)
Strong understanding of professional services processes and ability to quickly learn and navigate diverse service offerings
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 through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

leader-logo
Brad Lakhia
Senior Vice President & Chief Financial Officer
linkedin
W
Ware H. Grove
SVP & CFO
linkedin
Company data provided by crunchbase