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.
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 21 major markets coast to coast.
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
- Transform internal corporate data reporting resources and tools, to improve efficiency and effectiveness
- Develop and implement data-driven strategies to support organizational decision-making
- Enhance benchmarking capabilities to provide actionable insights for client service
- Identify opportunities to serve clients better through enhanced corporate data repositories and reporting
- Based on data governance and security standards, identify areas where data may be used to benchmark client businesses, foster client growth, and enhance client profitability
- Transform data insights into a competitive market differentiator for the organization
- Define internal data requirements and establish data processes to achieve ultimate data objectives
- Collaborate with cross-functional teams to identify and implement data analytics solutions
- Stay current with emerging trends and technologies in business intelligence and data analytics
Preferred Qualifications
10 years of experience in professional services, with a preference in accounting, tax, audit, consulting, and insurance, and a strong focus on data analytics and reporting.Proven track record of leading teams and delivering data-driven solutionsIndustry expertise in accounting (Tax, Audit, and Advisory) is preferred.Expert knowledge of enterprise information / data repositories (such as Oracle), as well as Microsoft applications and Salesforce. Knowledge of audit and tax platforms that generate large volumes of client data annually is a huge plus.Expertise in data visualization techniques and best practices for presenting complex informationAdvanced hands-on proficiency in a wide range of data analytics and business intelligence tools, to design solutions and to oversee and mentor technical team members to ensure accuracyMicrosoft Power BI : Expert-level experience; for designing and creating interactive dashboards, implementing DAX measures, and developing complex data models
SQL : Proficient in writing complex queries, stored procedures, and optimizing database performancePython or R : Experience with data manipulation, statistical analysis, and machine learning libraries (e.g., pandas, scikit-learn, ggplot2)ETL Tools : Expertise in data integration and transformation using tools like SSIS, Alteryx, or TalendCloud Platforms : Familiarity with cloud-based analytics services (e.g., Azure Synapse Analytics, AWS Redshift, Google BigQuery)Strong background in Microsoft Data analytics technologies, including :Azure Data Factory for data integration and workflow orchestration
Azure Databricks for big data analytics and machine learningPower Apps and Power Automate for creating custom business applicationsProficiency in optimizing Oracle and other database management and analytics toolsKnowledge of data integrations and reporting with Salesforce, including Salesforce Analytics (Einstein Analytics) and Salesforce IntegrationExperience with strategizing and leading data migration effortsExperience directing and driving data governance, data quality management, and data security best practicesExtensive experience with Data Lake technologies and architectures, including :Data Lake storage solutions : Azure Data Lake Storage, Amazon S3, Google Cloud Storage
Data processing frameworks : Apache Hadoop, Apache Spark, Apache FlinkData cataloging and metadata management tools : Azure Data Catalog, AWS Glue Data CatalogData governance and security for Data Lakes : data encryption, access control, data lineage trackingData Lake query engines : Apache Hive, Presto, Apache DrillData Lake integration with BI tools and data warehousesImplementation of data lake best practices : data zoning (raw, cleaned, curated zones), data partitioning strategies, and optimization techniquesEducation and CertificationsBachelors degree or higher, with a preference of Computer Science, Information Systems, Business Analytics, Data Science, Accounting, or a related field. Masters Degree is a plus.
Advanced certifications in data analytics and business intelligence are preferred, such as :Microsoft Certified : Data Analyst Associate
Microsoft Certified : Azure Data Scientist AssociateAWS Certified Big Data - SpecialtySalesforce Certified Data ArchitectCertified Analytics Professional (CAP)Certified Information Systems Auditor (CISA)TDWI Certified Business Intelligence ProfessionalRelevant accounting or tax certifications (e.g., CPA, EA) are highly desirableAdditional QualificationsProfessional level written and verbal communication, and the ability to present to all levels, from staff to C-Suite.
Experience with agile methodologies and data-driven project managementExperience presenting complex technical concepts to non-technical stakeholdersStrategic thinking and problem-solving abilitiesDeep understanding of the professional services industry, including relevant regulations, business processes, and data challenges. Understanding of the Accounting and / or Insurance Brokerage Industries or is highly preferred.Proven ability to translate data insights into actionable strategies for client service improvementAbility to Travel Nationally up to 25% monthlyMinimum Qualifications
The successful candidate will be credentialed in applicable areas of expertise (i.e. law, accounting, tax, product / service) with at least ten years of relevant experience in a field or industry.Must have strengths in leadership and management from a strategic perspectiveExcellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflictsLI-DNI
