Director | Business Transformation jobs in United States
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CBIZ · 16 hours ago

Director | Business Transformation

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Director of Business Transformation will lead strategic initiatives to drive change, improve processes, and implement innovative technology solutions within the firm.

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 service line business and business transformation leaders to develop a comprehensive roadmap, identifying, prioritizing, defining, and delivering innovative solutions that provide the greatest business impact for our firm
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

AI implementationBusiness transformationProcess reengineeringBusiness IntelligenceAnalytical skillsCPA certificationProject managementCommunication skillsDetail-orientedTeam management

Required

College Degree or equivalent required
10 years related experience
Must have experience managing staff, projects and/or processes
Possesses subject matter expertise
Knowledge of industry regulations
Ability to manage a team of others
Ability to formulate new policies and procedures
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
10+ 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
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 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

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