Revenue Budget and Forecasting Analyst at CBIZ in San Diego, California

Posted in Other 15 days ago.





Job Description:

Job Description

With over 100 offices and nearly 5,000 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:

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA
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.



Essential Functions and Primary Duties



  • Design and manage business project logistics in line with business requirements
  • Prepare and present proposal and communications for internal and / or external clients
  • Resolve full range of clients and vendor requests
  • Research and assemble data
  • Provide guidance and outcome data to management on area of expertise
  • Share in training on subject matter
  • Additional responsibilities as assigned



Preferred Qualifications



  • Bachelor's degree



Minimum Qualifications Required



  • 3 Years of experience as a subject matter expert
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work in team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities



REASONABLE ACCOMMODATION



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EQUAL OPPORTUNITY EMPLOYER



CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [ Link Removed ] and [ Link Removed ] .


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