Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.
Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.
CBIZ has been honored to be the recipient of several national recognitions for 2023 :
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Workplaces - Financial Services Industry
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
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
Finance and Accounting Tech Stack Implementation and Optimization :
Meet with CAS teams to collect data and other information required to determine potential inefficiencies in accounting processesAssess the current state tech stack design for a client or industry and make recommendations to optimize accounting processesFinance and Accounting Tech Stack Administration and Support :
Provide support and administration of cloud-based accounting solutions - including but not limited to new account setups, user administration, and troubleshooting technical issuesIdentify common support questions and create help documentation to address recurring issuesParticipate in providing annual CAS technology training to the CAS practiceCreate training and other documentationBe involved in testing solutionsProject Management :
Create project plans, detailing the tasks that need to be completed for a successful data migration and technology implementationIdentify potential roadblocks or challenges; manage out of scope requestsTrack and report on key implementation progress metricsIdentify and document standard processes and proceduresCreate and track project budget, resources and timeline; ensure project is on time and within budgetStakeholder Management :
Build meaningful relationships with client-facing accounting teamsManage stakeholder expectations and maintain open lines of communication throughout the project management processPreferred Qualifications
Minimum of 5 years of experience in full-cycle accounting with a strong understanding of accounting principles, including close management.Experience using, implementing or supporting accounting software solutions related to close management and / or accounting workflow solutions, such as FloQast, Blackline, Vena, Planful, Adra or Keeper, as well as other general accounting software.Proficiency in established back-office accounting technology and the ability to troubleshoot and navigate applications fluentlyProject management experience and proficiency in relevant project management toolsHands-on experience with high-volume accounting solution implementations and third-party app integrationsStrong analytical skills and the ability to analyze dataAbility to provide alternative solutions to identified gaps, and create business and technical requirements documentationExpertise delivering projects using a 'best-practice' project delivery approachExpertise defining and managing project scope, project plans, milestones, dependencies, communication plans, project risks, issues, dependencies, and deliverables.Experience conducting test case evaluations and static testingAbility to multi-task, manage multiple projects at once, and adapt to changing / competing prioritiesAbility to manage and administer several cloud-based applications simultaneouslyExperience creating training documentation and rolling out new processesOutside the box thinking, utilizing best practices, leading projects with creativity, flexibility, and a sense of urgencyProfessional level of written and verbal communication, and interpersonal skills to effectively interact and present to C-Level, clients and internal teams on an ongoing and timely basisWillingness to stay updated with evolving technologies and industry trendsProject Management Professional (PMP) CertificationPublic accounting firm experienceCertifications in general ledger, AP, AR, payroll or FP&A solutionsExperience tracking and managing project budgetsMinimum Qualifications Required
Bachelor's degree6 years of experience in public accounting or related field3 years supervisory experienceAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technologyLI-DNI
