BI Specialist, Data Analytics

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.

CBIZ is looking for an internal BI Specialist with Power BI experience to join their development team and support the firm’s Business Intelligence and Data Analytics reporting and dashboard initiatives. This role will also involve analyzing operational and financial information, creating Power BI visualizations/analytical models, and articulating operational results to help drive operational efficiency and effectiveness.

This is a hands-on role, and Power BI is required, as is a strong understanding of financial reporting, preferably in a professional services/accounting advisory environment.

Essential Functions and Primary Duties:

Work with internal business stakeholders to generate reports and dashboards.

Collaborate with the Business Analyst and development team to create mapping requirements, technical specifications, etc.

Design and test solutions.

Conduct quantitative and/or qualitative research of information affecting financial and/or business processes.

Prepare and deliver descriptive, diagnostic, predictive, and prescriptive analytical insights as reports, ad-hoc queries, financial models, and Power BI dashboards for operational and management reporting at an enterprise scale.

Define KPIs/targets and monitor actions coming out of operational reviews to ensure continuous improvement in initiatives designed to drive firm profitability.

Apply data visualization, descriptive and summary statistical techniques for discovery and timely insights through Power BI and other business intelligence platforms.

Leverage internal and external data sources to gather relevant benchmarks for the CPA firm industry.

Preferred Qualifications:

BS degree, Accounting, Finance or IT focus preferred.

Strong understanding of financial reporting, preferably in a professional services/accounting advisory environment.

Proficiency in Power BI and data tools (SQL Server, SSIS).

Must possess analytical skills and be able to comprehend, manipulate, and interpret statistical data.

Ability to present to C-level team members.

Minimum Qualifications:

High School diploma or GED required; Bachelor’s degree preferred

3 years of experience in related field

Achieve professional certifications relative to area of expertise, must have and preserve required licenses

Must be able to work in a team environment

Presentation skills mandatory

Proficient use of applicable technology

Demonstrated ability to communicate verbally and in writing within all levels of an organization,

both internally and externally

Must be able to travel based on client and business needs

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