CBIZ · 1 day ago
Director | Advisory Transformation
Atlanta, GA
Full-time
Hybrid
Director/Executive
10+ years expCBIZ is a leading professional services advisor to middle market businesses and organizations nationwide, seeking an Advisory Transformation Leader to enhance their Advisory Practice. This role focuses on developing innovative solutions and strategies to drive efficiency and scalability while managing relationships with key stakeholders and leading a high-performing team.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
Roadmap Development: Collaborate with VP, Business Transformation and Advisory Leaders to develop a comprehensive roadmap, identifying, prioritizing, defining, and delivering innovative solutions that provide the greatest business impact for our firm
Strategy and Objectives: Partner with Advisory to define the Advisory Transformation strategy, set objectives and key results (OKRs), and establish key performance indicators (KPIs)
Stakeholder Management: Build and maintain strong relationships with key stakeholders across the organization. Set and meet expectations with stakeholders on deliverables and drive communication to keep stakeholders well-informed on progress towards goals
Business Cases Development and ROI Measurement: 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
Data-Driven Insights & AI Enablement: 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
Process Standardization & Optimization: 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, as well as reduce risk and improve audit quality
Team Management and Development: Build, manage, and develop a high-performing team. This includes hiring, mentoring, and upskilling team members to enhance their technical expertise and strategic thinking. You will empower the team by providing clear direction, performance expectations, and opportunities for professional growth
Project Management: Lead cross-functional teams, ensuring transformation initiatives are delivered on time, within scope and budget
Vendor Management: Identify, evaluate, and manage day-to-day relationships with external vendors and technology partners to ensure delivery of high-quality solutions and services
Change Management: Develop and implement change management strategies to ensure smooth adoption of new technologies and processes within the advisory practice
Innovation Leadership: Champion innovation by continuously evaluating and advising on new technologies, staying updated with industry trends, and providing thought leadership to senior leadership
Qualification
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, computer science, or related discipline
10+ years of experience in public accounting, consulting or a multinational organization with a focus on advisory transformation, and proven leadership in driving business change
Strong leadership and project management skills with the ability to manage multiple priorities and stakeholders concurrently
Strong communication and change management skills, with the ability to influence and engage stakeholders at all levels
Ability to think strategically while also driving tactical execution
Experience in leading, growing, and enhancing a transformation teams
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