Essential Functions and Primary Duties

Company: CBIZ
Location: Tulsa
Posted on: September 17, 2023

Job Description:

tabindex='0' class='col-xs-12 col-sm-12 col-md-12 row' style='max-width: 100%;'> With over 120 offices and nearly 7,000 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:

• 2023 Handshake Early Careers Winner--
  
• 2022 Best and Brightest Companies to Work for in the Nation--
  
• 2022 America's Best Mid-Size Employers--
  
• 2022 Best and Brightest Companies in Wellness--
  
• 2022 Great Place to Work Certification
  CBIZ Risk & Advisory Services offers leading edge assurance and consulting services to help organizations navigate the perils of controlling a business in turbulent times. As part of CBIZ, the nation's eighth largest financial services provider in the country, CBIZ Risk & Advisory Services provides risk, internal control, internal audit, anti-fraud, and IT audit services to leading businesses across North America.
  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--
        
        
        
        
        
        
        
        
        

Keywords: CBIZ, Tulsa , Essential Functions and Primary Duties, Accounting, Auditing , Tulsa, Oklahoma