Senior Director | Offshoring Services

Sr. Director - Offshoring Services, Financial Services

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.

The Sr. Director - Offshoring Services, Financial Services, leads CBIZ's offshore relationships and internal offshoring teams to deliver high-quality, cost-effective support for accounting, tax, audit, advisory, and related services. Reporting to operational leadership, this role drives operational excellence, talent management, service delivery, process innovation, and growth initiatives, while ensuring alignment with CBIZ's strategic goals and fostering a strong culture of engagement. The Sr. Director is also responsible for overseeing the management and integration of the internal offshoring team members and ensuring close alignment and collaboration with resource management teams to optimize workforce planning and utilization across onshore and offshore resources.

Essential Functions and Primary Duties

• Partner with regional leadership in Tax, Attest, Advisory, and functional teams to develop, execute, and enhance offshore service offerings.
• Directly and indirectly manage offshore teams and support functions (HR, Recruiting, Admin, IT, and in-country leadership) to ensure headcount, talent, and capacity align with organizational growth objectives and operational needs.
• Work closely with resource management teams to ensure coordinated workforce planning, cross-functional alignment, and optimized deployment of both onshore and offshore resources.
• Ensure quality, accuracy, and timely delivery of all work products, optimizing intake, capacity, and output.
• Oversee onboarding, training, performance management, and offboarding processes for offshore associates, ensuring consistent service delivery, compliance, and professional development across locations.
• Facilitate effective collaboration and regular communication between onshore and offshore teams, including status updates, continuous improvement initiatives, and thought leadership efforts.
• Own and manage the business unit's P&L, monitor financial performance, and implement cost-control measures to optimize profitability.
• Develop, implement, and monitor current and long-term KPIs and utilization metrics; use reporting to assess performance and adjust operations as needed.
• Develop and communicate the business unit vision, mission, goals, and actionable plans; implement communication strategies to increase awareness of offshore capabilities and capacity.
• Oversee offshore physical locations and facilities, ensuring operational objectives, people management, security, and IT needs are met.
• Require and conduct regular international travel for direct oversight, relationship building, and operational effectiveness.
• Support integration of offshoring associates into broader resource management processes, including skills alignment, career development, and utilization strategies, ensuring that offshore teams are fully leveraged and aligned with firm-wide workforce planning.

Preferred Qualifications

Minimum Qualifications Required