Director | Financial Services

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. 

CBIZ has been honored to be the recipient of several national recognitions:    

•       2022 Best and Brightest Companies to Work for in the Nation  
•       2023 Top Workplaces USA  
•       2022 America's Best Mid-Size Employers  
•       2022 Best and Brightest Companies in Wellness  
•       2022 Great Place to Work Certification  

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

CBIZ Somerset is a relationship driven accounting and advisory firm that is always looking for smart, ambitious, friendly people for our office locations in Indianapolis, Fort Wayne, and Michigan City! Our successful professionals know that building solid relationships with our clients is as important as effectively leading others through an engagement. As a Financial Services Director at CBIZ Somerset, your impact goes beyond theory and compliance. You have the ability to make a difference and advance your career through demonstrated leadership, welcoming new challenges, and recognizing the potential in others.

Essential Functions and Primary Duties

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Preferred Qualifications

• Master’s degree preferred in Accounting, Taxation or related field preferred

Minimum Qualifications 

• Bachelor’s degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification