Assistant treasurer - supervisor

Status Category:

Full-Time Exempt/Non-Exempt: Exempt Job Code: FS205AO CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Essential Functions and Primary Duties Responsible for semi- monthly payroll filings Prepare monthly financials Process CCIP approvals Responsible for monthly bill approvals Prepare budgets, 5-year preparations and answer questions relating to planning Prepare board meeting presentations Responsible for audit oversight Lead period H projects Lead monthly sponsor review calls Review financials for submission / assist Treasurer Prepare 5-year, budget lead and mentor Act as 1099 team lead and approver, including reviewing and submitting Act as 990 team lead, including pulling documentation Responsible for 9/30 reporting Responsible for CCIP PCR and FER processing Acts as client liaison Additional Responsibilities Train new employees Attend departmental, firm, and mentoring meetings Complete CCIP audits and reviews as needed Complete FERs for clients as needed Preferred Qualifications 1-year supervisory experience preferred Ability to keep up to date with industry trends and technology developments Treasurers license or the ability to obtain one in 6 months 5 or more years of experience in an accounting position Knowledge of accounting and bookkeeping terminology and practices Must be able to effectively handle multiple projects/tasks simultaneously in a deadline driven environment Ability to work independently and as part of a team to achieve the goals of the organization Ability to analyze the processes responsible for, recommend efficiencies to the process and implement the improved changes Computer proficiency with Microsoft Office Suite, specifically Excel Excellent verbal & written communication and interpersonal skills Minimum Qualifications Bachelor's degree in relevant field 3 years of relevant work experience Achieve professional certifications relative to area of expertise, must have and preserve required licenses Must possess analytical skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Must be able to travel based on client and business needs #LI-AG1 #LI-Hybrid CBIZ.Jobs Category: Advisory REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to [email protected]. EQUAL OPPORTUNITY EMPLOYER CBIZ is an equal o