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Risk Advisory Associate | 2025 | Business Process
Risk Advisory Associate | 2025 | Business ProcessCBIZ • Saint Petersburg, FL, US
Risk Advisory Associate | 2025 | Business Process

Risk Advisory Associate | 2025 | Business Process

CBIZ • Saint Petersburg, FL, US
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Risk Advisory Associate | 2025 | Business Process

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

  • Conduct client interviews and process walkthroughs, draft process narratives, and perform testing procedures in accordance with the firm's standards and procedures
  • Monitor and assess client business control environments and identify changes or exceptions
  • Work with sense of urgency and the ability to shift focus as needed throughout the day
  • Complete audit work papers as directed, clear any management comments in a timely manner, vet findings and observations with appropriate client contacts, and clearly articulate findings and observations to teammates and management
  • Work closely with management to identify potential process improvements and effective business processes, including best practices and internal control approaches
  • Maintain regular, timely communication with management and teammates regarding project status, project issues, and resource availability
  • Remain cognizant of time budgets and promptly communicate overages or project delays to management.
  • Interact with clients in a professional, confident manner, including actively participating in client meetings.
  • Demonstrate problem-solving and critical thinking skills, knowing when to ask for help
  • Travel is estimated at 15-20%

Preferred Qualifications

  • Working towards professional certifications such as CPA and CIA
  • Some experience in assessing internal controls, risks, and business processes, as well as developing audit programs to address those assessments
  • Data analytics experience in ACL or IDEA
  • Qualifications Required

  • Bachelor's degree in accounting, finance or related field
  • 1 year of relevant experience
  • Must be able to work in a team environment
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs
  • LI-HC1 #LI-Onsite

    About the company

    CBIZ, Inc. delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

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    Advisory Associate • Saint Petersburg, FL, US

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