Treasurer bei CBIZ, Inc.

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.  

Essential Functions and Primary Duties

• Present financial reports at the Board meetings and provide monthly financial reports to the School  Sponsor.

• Manage cash as an authorized bank account user and process accounts payable on the school’s behalf.

• Record funds received by the school, make any necessary deposits (infrequent).

• Reconcile cash accounts.

• Monitor investment policies established by the Board.

• Responsible for the School’s record keeping and accounting in its entirety.

• Prepare required ODE reporting.

• Complete EMIS sheet (OH schools only).

• Respond to requests/questions from board, legal counsel, and sponsors.

• Securing and setting up new clients/schools

Semi-Annual Activities

• Budgets/budget revisions

• Forecasts/forecast revisions

• Federal Grant Audits

Annual Activities

• Assist in the revision of policies

• ODE Fiscal Data input

• Prepare for annual audits/answer questions as needed

• Final approval of annual 1099 submission

Preferred Qualifications

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

Minimum Qualifications Required

• Bachelor’s degree 
• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

 #LI-AG1 #LI-Hybrid