Specialist

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business 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.

CBIZ has been honored to be the recipient of several national recognitions:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
• 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
• Top 101 2020 Best and Brightest Companies to Work For in the Nation
• 2020 Healthiest 100 Workplace in America
• 2021 Top Workplaces USA

We are looking for a Specialist who will be responsible for performing the day to day GL accounting and financial reporting and analysis for assigned functional areas.

Essential Functions and Primary Duties:

• Process and reconcile cash receipts from both Clients and Insurance Companies in an accurate and timely manner
• Reconcile statements and issue payments to Insurance Carriers for an assigned segment of business
• Responsible for month end account reconciliations for assigned Balance Sheet accounts for assigned segment of business
• Monthly Bank reconciliations for designated accounts
• Maintain and provide documentation and data as support for Auditors – both internal and external
• Compile and maintain financial records such as journals, ledgers
• Prepare and post journal entries as required to general ledger
• Reconcile and process Outside Broker payments – this involves calculation of commissions due in accordance with relevant Producer contracts, posting expense accrual entries, communicating amounts due and also extensive communication with Producers, Outside Brokers and Management
• Assist with gathering the data necessary in order to provide timely and accurate monthly forecast information
• Participate in our annual Budgeting process – assist by researching trends, analyzing prior year variances etc. as well as updating the budget software within published timeframes
• Respond to frequent ad hoc requests for data and deliverables from our ancillary systems
• Perform analytical projects for controller and unit leaders on a regular basis
• Assist with Special Projects - E.g. analysis and reformatting of raw data relating to potential Book Purchases.
• Review and Update Fixed Asset Schedule
• Provide detailed reports to Unit Leaders in order to facilitate decision making surrounding T&E
• Research variances, errors or anomalies in work product, escalating to management as appropriate
• Comply with federal, state and company policies, procedures, and regulations
• Assist with the gathering of data for and preparation and maintenance of reports to measure and monitor division and industry metrics

Minimum Requirements:

• High school diploma or GED
• Bachelor’s Degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of

• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

CBIZ.Jobs Category: Corporate

REASONABLE ACCOMMODATION

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.