CBIZ

Evaluate risk, develop pricing strategies, and analyze healthcare data to support underwriting decisions. | Requires experience in health insurance underwriting, actuarial exams, and proficiency with data analysis tools. | About the role: We are seeking a Medical & Pharmacy Underwriter with a strong actuarial background to join our growing team. This role is responsible for evaluating risk, pricing group medical and pharmacy benefit programs, and supporting the development of innovative pricing strategies. The ideal candidate has deep knowledge of healthcare trends, pharmacy cost drivers, and actuarial modeling techniques, with a proven ability to balance risk and competitiveness in pricing decisions. Essential Functions and Primary Duties • Risk Assessment & Underwriting • Review and analyze medical and pharmacy claims experience, demographic data, and plan design details to assess risk. • Develop and deliver accurate renewal calculations, new business quotes, and stop-loss evaluations. • Collaborate with sales, account management, and product teams to develop competitive pricing strategies • Actuarial Analysis • Build, refine, and maintain actuarial models to support pricing and forecasting efforts. • Monitor emerging healthcare and pharmacy trends to incorporate into underwriting assumptions. • Conduct experience studies and recommend adjustments to rating assumptions as needed. • Financial Performance & Reporting • Provide insight into book-of-business performance, loss ratios, and trend development. • Prepare and present analyses to internal stakeholders and senior leadership. • Support financial forecasting and budget-setting initiatives. • Collaboration & Compliance • Partner with compliance and regulatory teams to ensure adherence to state and federal requirements. • Act as a subject-matter expert on risk, pricing methodology, and market competitiveness. Preferred Qualifications • Bachelor's Degree in Actuarial Science, Economics, Statistics, or other math-oriented degrees • One or more years of underwriting and/or actuarial healthcare experience • Two or more actuarial exams passed • Must possess analytical skills (mathematics and statistics) • 3+ years of experience in medical, pharmacy, or health insurance underwriting. • Hands-on experience with actuarial pricing models, trend analysis, and financial forecasting. • Familiarity with PBM (Pharmacy Benefit Manager) contracts, formulary management, and specialty drug cost trends is highly desirable. • Must be able to comprehend, manipulate, and interpret statistical data • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Experience with SQL, R, Python, VBA, M and SAS or other data analysis tools Minimum Qualifications Required • High School Diploma or GED required; Bachelor's degree preferred with emphasis in math, statistics or finance. • Up to 6 years of experience in benefit analysis for group employee benefits. • Must have the ability to compile, analyze, present, interpret financial and statistical information to facilitate decision making. • Must maintain current required licenses and certifications relevant to field of expertise. • Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge and carrier funding. • Expertise in managing clients with alternative funding arrangements. • Advanced skill in using computer application software for financial modeling, statistical analysis and spreadsheet calculations. • Expert knowledge of state and federal legislation. • Sets priorities and manages work flow to ensure efficient, timely and accurate deliverables. • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally. • Advanced problem solving and critical thinking skills. • Must be able to travel based on client and business needs. #LI-CM #LI-Remote ABOUT US 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.

Drive new business growth by selling retirement plan solutions to organizations, managing client relationships, and ensuring compliance. | Minimum of some relevant industry experience, licenses such as FINRA Series 65, and strong knowledge of ERISA and fiduciary standards. | We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions. The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients. Essential Functions and Primary Duties: • Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients. • Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors. • Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives. • Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards. • Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth. • Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations. • Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience. • Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance. • Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients. • Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities. Preferred Qualifications: • FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date). • 5+ years of experience in retirement plan sales, financial services, or a related field. • Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry. • Existing network of contacts within the business and institutional markets preferred. • Excellent presentation, negotiation, and relationship-building skills. • Self-motivated with the ability to work independently and meet sales goals. • Bachelor's degree in Finance, Business, or related field preferred. Compensation & Benefits • Competitive base salary + uncapped commission structure • Comprehensive benefits package (health, dental, vision, 401(k), etc.) • Professional development support and industry training • Opportunity for career growth within a top 10 public accounting and financial services firm • Join our team and help businesses and institutions build strong financial futures for their employees. Minimum Qualifications • High School Diploma or GED equivalent • Some relevant industry experience • Must obtain required licenses/credentials • Superior command of verbal, written, presentation, and negotiation skills • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally • Must be able to travel based on client and business needs #LI-CM #LI-Hybrid ABOUT US 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.

Provide strategic and operational support for national advisory teams, focusing on financial planning, process improvement, and leadership collaboration. | Extensive experience in financial management, advisory operations, and leadership within a professional services environment, with strong analytical and communication skills. | The Senior Director | Advisory Operations, provides strategic and day-to-day operational support for national advisory teams. By partnering with leadership as a change agent, the Senior Director drives value, growth, and profitability, enabling client-facing teams to focus on service delivery and business development. This role works closely with both the National Advisory Leadership and National Operations Leadership, serving as a trusted advisor for operational objectives, financial planning, and strategic management. Key areas of focus include financial planning, analysis and reporting, process improvement, and consultative support. Essential Functions and Primary Duties • Partner with national leadership to oversee comprehensive financial planning and analysis for advisory operations, including annual budgeting, long-term forecasting, and scenario modeling. • Lead financial planning and analysis initiatives to guide strategic decisions and promote business objectives. • Conduct in-depth analysis of client profitability, service line performance, and resource utilization to recommend operational improvements and growth strategies. • Monitor and report on key performance indicators (KPIs), proactively identifying trends, risks, and opportunities to inform executive action. • Drive implementation of national strategies and process improvements, focusing on automation, technology adoption, and operational consistency. • Support acquisition evaluation, due diligence, and post-merger integration efforts from a financial planning perspective. • Serve as project manager for key initiatives and operational changes as identified by business unit and national leadership. • Serve as a key financial strategist for national advisory operations, driving profitability, cost management, and sustainable growth. • Oversee financial operations such as budgeting, forecasting, KPI reporting, billing/collections, write-downs, expense control, and SOX compliance. • Review, analyze, and report on financial results, translating complex data into actionable insights for executive leadership. • Guide operational decision-making by presenting financial scenarios, risk assessments, and recommendations that support corporate and client objectives. • Participate in national working groups to advance standard practices, policies, and operational initiatives. • Mentor and develop financial and operational staff, fostering analytical skills, technical proficiency, and a growth-oriented mindset. • Successfully communicate, influence, and collaborate across all organizational levels. Preferred Qualifications • Bachelor's degree; advanced degree in finance, business, or consulting preferred. • 10 years of relevant experience, including significant leadership in advisory teams and multi-geography management. • Strong background in financial planning & analysis and consultative operations within a professional services environment. • Excellent analytical, problem-solving, and written/verbal communication skills. • Proven ability to think strategically and execute operational initiatives hands-on. • Willingness and ability to travel based on business needs; office presence minimum 3 days/week. • 5+ years in a professional services firm, ideally in finance, consulting, or financial planning & analysis roles. • Experience managing diverse teams with varied backgrounds and expertise. • Deep understanding of business principles, including finance, marketing, and strategy, with demonstrated decision-making impact. • Ability to manage multiple high priority matters under pressure. • Demonstrated skill in influence without authority, negotiation, conflict resolution, and process improvement. Minimum Qualifications Required • Bachelor's degree (minimum) • At least 10 years' of relevant experience • Demonstrated ability to manage global teams and complex projects • Proficiency in financial management and business operations • Ability to communicate professionally at all organizational levels • Exceptional organizational and interpersonal skills • Ability to travel as needed #LI-HP1 #LI-Remote ABOUT US 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.

Support private equity backed companies by developing financial and operational reporting, forecasting models, and driving strategic FP&A initiatives. | Bachelor's degree with 1-3 years relevant experience in consulting or FP&A, strong finance/accounting knowledge, proficiency in Excel and BI tools, and ability to communicate across organizational levels. | About our Business CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are CBIZ Private Equity Advisory - Invested in You. About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. • We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. • You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. • You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. • You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. • We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. • Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. • Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. • We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. • When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. • While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. About the Role The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities Key responsibilities include but are not limited to: • Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; • Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities; • Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements; • Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; • Take ownership of functional work, which could include but is not limited to: • Budgeting / forecasting • Financial and operational reporting • Profitability analysis • Developing business processes • Data management Preferred Qualifications • 1-3 years of experience in either: • Consulting/Advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology • Corporate FP&A or Sales/Ops Finance Analyst, preferably with a middle-market private equity backed company • Intermediate knowledge of BI Tools or Data Analytics • Strong working knowledge of finance / accounting concepts such as financial statement mechanics • Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting) • Advanced proficiency in Excel • Strong business acumen and verbal / written communication Minimum Qualifications • Bachelor's degree • 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-DNI ABOUT US 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.

Manage client engagements, supervise staff, ensure quality control, develop new business, and oversee billing and budgets. | Bachelor's degree, 6+ years public accounting experience, 3+ years supervisory experience, active CPA or equivalent certification, strong communication skills, and ability to travel. | Essential Functions and Primary Duties • Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. • Understand the client's organization, procedures and internal policies • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve • Manage and retain multiple client relationships, engagements and special projects • Develop overall engagement budget • Consistently meet charge hour goals • Responsible for billing and realization on assigned clients; explain variances • Supervise, train and mentor staff; listen and communicate effectively • Foster a team environment; demonstrates support of management and decisions and build a positive culture • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves • Additional responsibilities as assigned Preferred Qualifications • Master's degree in Accounting, Taxation or related field Minimum Qualifications • 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-CG1 #LI-Hybrid ABOUT US 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.

Review provider cost reports, perform Medicaid audits and reimbursement calculations, mentor staff, ensure compliance with government healthcare regulations, and manage audit documentation. | Bachelor's degree in accounting, 3+ years healthcare analytics or public accounting experience, CPA preferred, Medicare/Medicaid cost reporting experience, supervisory skills, and strong analytical and communication abilities. | Myers and Stauffer LC is a certified public accounting and health care reimbursement consulting firm, specializing in audit, accounting, data management and consulting services to government-sponsored health care programs (primarily state Medicaid agencies, and the federal Center for Medicare & Medicaid Services). We have 45+ years of experience assisting our government clients with complex health care reimbursement and provider compliance issues, operate 21 offices and have over 900 associates nationwide. At Myers and Stauffer, you will have a career that is rewarding while also supporting our state and federal government healthcare clients that focus on those in need. We are committed to providing our employees with professional growth and development opportunities, a diverse, dynamic, challenging work environment, and a strong and visionary leadership team. What We Offer: • Health, Dental, and Vision insurance along with other competitive employee benefits for eligible employees • Vacation time, sick time, and paid holidays • Paid Parental Leave and available support resources • 401K with company matching for eligible employees • Tuition reimbursement, referral bonuses, paid volunteer community service time, mentor program, and a variety of other employee programs and perks • A combination of technical and leadership development training at each career milestone • Up to six counseling sessions per year for eligible employees through our Employee Assistance Program Position Overview: The Senior Accountant will review provider cost reports, analyze health care provider financial information, and perform reimbursement calculations. Essential Functions: • Independently perform various analyses and audits relating to Medicaid engagements. • Mentor and train staff accountants • Provide quality assurance reviews on audit working papers and reports completed by other team members as well as self-review • Conduct research in order to determine billing and reimbursement compliance with relevant Medicaid or other government program regulations • Coordinate staffing on projects • Review applicable Federal and State Medicaid policies and regulations relating to healthcare reimbursement • Review working papers to document scope and findings of audit in accordance with Medicaid or other government program regulations and AICPA standards • Work with the defined scope of the project • Communicate verbally and in writing with all levels of the organization, both internally and externally • Maintain security of and confidentiality of all protected health information • Additional responsibilities as assigned Requirements: • Bachelor's degree in accounting or related field required; Master's degree in accounting or related field preferred • CPA, or CPA candidate preferred • 3 years experience in healthcare analytics/auditing, public accounting, or related field • Minimum 2 years experience with Medicare and Medicaid cost reporting preferred • 1 year supervisory experience preferred • Experience running audit engagements preferred • Familiarity with database and report writing desired • Strong analytical and problem solving skills • Ability to learn a significant amount of information in a short time-frame • Ability to manage multiple deadlines and prioritize assignments • Strong verbal and written communication skills • Strong organizational skills • Proficient use of applicable technology; specifically Microsoft Office Applications (Excel, Word and PowerPoint) • Well-organized with a high degree of accuracy and attention to detail • Must be able to travel based on client and business needs The Team: Myers and Stauffer takes pride in the welcoming and collaborative culture we have throughout our offices. For this position, the employee will report to one of our Managers or Senior Managers on the Cost Report/DSH engagement team. Work Style: Our general business hours are Monday through Friday 8am-5pm, but can vary based on business needs. Dependent on performance, our in-office associates are eligible for a hybrid work schedule after their initial 90-day training period. As a company, we are always willing to discuss potential flexibility that an employee may need to better suit their work-life wellbeing. Typical Interview Process: • Phone Screen with a Recruiter • In person or remote interview with the hiring manager & team • Hiring decision and job offer We understand that changing or learning a new industry can discourage strong candidates from applying. Myers and Stauffer is committed to investing in your career development and providing the necessary resources to help you succeed. Please do not hesitate to apply, as you may be the right fit for this position or another position we have open. The annual salary target for this job in this market is $75,000-$85,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Outside of base compensation there are opportunities for annual bonuses. The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more. #LI-MM3 #LI-Hybrid

Conduct compliance audits and desk reviews of government health and human services programs, including planning, risk assessment, fieldwork, and reporting findings. | Bachelor's degree in accounting or related field, strong analytical skills, ability to travel extensively, and proficiency with Microsoft Office applications. | Myers and Stauffer LC is a certified public accounting and health and human services reimbursement consulting firm, specializing in audit, accounting, data management and consulting services to government-sponsored health and human service programs (primarily state Medicaid agencies, and the federal Center for Medicare & Medicaid Services). We have 45+ years of experience assisting our government clients with complex health care reimbursement and provider compliance issues, operate 20 offices and have over 900 associates nationwide. At Myers and Stauffer, you will have a career that is rewarding while also supporting our state and federal government health and human service clients that focus on those in need. We are committed to providing our employees with professional growth and development opportunities, a diverse, dynamic, challenging work environment, and a strong and visionary leadership team. What We Offer: • Health, Dental, and Vision insurance along with other competitive employee benefits • Vacation time, sick time, paid holidays, and two floating holidays • Paid Parental Leave and available support resources • 401K with company matching for eligible employees • Tuition reimbursement, referral bonuses, paid volunteer community service time, mentor program, and a variety of other employee programs and perks • A combination of technical and leadership development training at each career milestone • Up to six counseling sessions per year for eligible employees through our Employee Assistance Program Position Overview: The Staff Auditor/Accountant will perform compliance reviews of government health and/or human services programs; and prepare written documents supporting professional decisions. Training in the government health and human service industry is provided so employees can feel confident working on client projects within their first 30 days. Essential Functions: • Conduct various on-site audits and desk reviews • Conduct research in order to determine reimbursement compliance with relevant government program regulations • Conduct all phases of the audit including planning and research, risk assessment, fieldwork, reporting of findings, and other procedures as required • Review applicable Federal and State policies and regulations associated with each specific audit type prior to performing the audit • Prepare working papers to document scope and findings of audit in accordance with government program regulations and AICPA standards • Demonstrate excellence in communication skills, data gathering, analysis, reporting, and process improvement • Maintain security and confidentiality of all protected health information when analyzing material • Maintain thorough electronic documentation • Additional responsibilities as assigned Requirements: • Bachelor's degree in accounting or related field required; Master's degree in accounting or related field preferred • Must be able to travel out of state 50-75%+ based on client and business needs; travel-related expenses incurred by Myers and Stauffer • Minimum GPA of 3.25 preferred • CPA or CPA candidate preferred • Internship or equivalent working experience in accounting or related field preferred • Experience with health and human service program auditing preferred • Ability to review statutory/regulatory or other policy language and apply requirements • Strong analytical and problem solving skills • Strong verbal and written communication skills • Well organized with a high degree of accuracy and attention to detail • Effectively multi-task with planning and efficiency • Must be able to manage multiple deadlines and prioritize assignments • Proficient use of applicable technology; specifically Microsoft Office Applications (Excel, Word, etc.) The Team: Myers and Stauffer takes pride in the welcoming and collaborative culture we have throughout our offices. For this position, the employee will report to one of our Managers or Senior Managers on the Benefit and Program Integrity (BPI) engagement team. Work Style: Our general business hours are Monday through Friday 8am-5pm, but can vary based on business needs. Dependent on performance, our in-office associates are eligible for a hybrid work schedule after their initial 90-day training period. As a company, we are always willing to discuss potential flexibility that an employee may need to better suit their work-life wellbeing. Typical Interview Process: • Phone Screen with a Recruiter • In person or remote interview with the hiring manager & team • Hiring decision and job offer We understand that changing or learning a new industry can discourage strong candidates from applying. Myers and Stauffer is committed to investing in your career development and providing the necessary resources to help you succeed. Please do not hesitate to apply, as you may be the right fit for this position or another position we have open. #LI-MM3

Support private equity backed companies by developing financial and operational reporting, forecasting models, and driving performance management through data analytics. | Bachelor's degree, 1-3 years of finance or consulting experience, strong Excel and finance knowledge, communication skills, and ability to travel as needed. | About our Business CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are CBIZ Private Equity Advisory - Invested in You. 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. About our Practice The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics. • We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis. • You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor. • You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences. • You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients. • We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals. • Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory. • Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives. • We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being. • When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time. • While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc. If you are looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory. About the Role The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting. Responsibilities • Key responsibilities include but are not limited to: • Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies; • Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities; • Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements; • Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead; • Take ownership of functional work, which could include but is not limited to: • Budgeting / forecasting • Financial and operational reporting • Profitability analysis • Developing business processes • Data management Preferred Qualifications • 1-3 years of experience in either: • Consulting/Advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology • Corporate FP&A or Sales/Ops Finance Analyst, preferably with a middle-market private equity backed company • Intermediate knowledge of BI Tools or Data Analytics • Strong working knowledge of finance / accounting concepts such as financial statement mechanics • Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting) • Advanced proficiency in Excel • Strong business acumen and verbal / written communication Minimum Qualifications • Bachelor's degree • 1 year of relevant experience • Must be able to work in a team environment • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally • Proficient use of applicable technology • Must be able to travel based on client and business needs #LI-DNI

Manage client satisfaction and compliance testing for retirement plans, prepare Form 5500 and related schedules, resolve client inquiries, and collaborate internally to ensure timely and accurate service delivery. | Requires at least 3 years of retirement plan administration and compliance experience, proficiency with MS Office, knowledge of relevant laws and regulations, and preferably a bachelor's degree and familiarity with FT William software. | 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. Essential Functions and Primary Duties • Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business • Perform all required Compliance Testing and related items • Reconciles assets, prepares Form 5500 and all schedules • Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders • Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines • Respond to Plan sponsors in a professional and timely manner concerning issues or questions • Promote client retention and identify opportunities to build existing relationships through timely service quality • Provide value add solutions to increase operational efficiencies • Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues • Resolve complex situations or requests • Attend client meetings and prepares materials for meetings • Achieve service goals established by department • Additional responsibilities as assigned Preferred Qualifications • Bachelor's degree • Familiarity with FT William software used for 5500 and compliance Minimum Qualifications: • High School Diploma or GED • At least three years of professional, retirement plan administration, and compliance experience • Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures • Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards • Proficient use of applicable technology • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) • Experience performing work that requires initiative and leadership skills • Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) • Ability to anticipate and elicit customer needs • Ability to self-learn and develop business and technical knowledge quickly • Motivated team player with demonstrated interpersonal skills • Comfortable working with quick turnaround times and deadlines • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization • Ability to travel as necessary #LI-OD1 #LI-Hybrid

Manage and advise on global tax reporting compliance for Private Equity Funds, supervise teams, coordinate international efforts, and contribute to technology development. | Bachelor's degree, active CPA certification, 6 years public accounting or related tax experience, 3 years supervisory experience, strong communication skills, and ability to travel. | 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. We are seeking candidates with Global Information Reporting (GIR) experience who are interested in joining a fast-growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Team members are responsible for consulting with the client as if they were their in-house tax department. The opportunity will include working with CBIZ team members, as well as client personnel, virtually and/or at the client location. Essential Functions and Primary Duties • As a Manager within the Global Information Reporting Services practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of international tax transparency, transforming Private Equity processes • Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships • Provide advisory services to financial institutions regarding 1099 requirements • Coordinate international teams, across CRS participating jurisdictions, to assist financial institutions with their compliance efforts with these rules • Build relationships with clients, and manage engagement workflows, while supervising tax associates and customer service specialists • Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, and Chapter 3 requirements • Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing • Participate in trainings and educate tax associates on the impacts of these regulations • Additional responsibilities as assigned Preferred Qualifications • 6 years of experience in FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m or other withholding and reporting regimes • Preparation and review experience of 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications) • Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA • Previous public accounting or law firm experience • Excellent presentation and communications skills 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 In compliance with states that have an active pay transparency law The annual salary target for this job in this market is $120,000 - $160,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position. Outside of base compensation there are opportunities for - Commissions and/or Annual Bonuses (variable depending on firm and associate performance). The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more. The application window is anticipated to close on or before 6/18/2026 #LI-DE1 #LI-Remote

Design, develop, and deploy customized ERP business solutions, lead DevOps practices, manage projects, mentor developers, and serve as client representative. | 6+ years ERP software development experience, 3+ years supervisory experience, ERP certifications, strong project management, and ability to travel. | 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. Essential Functions and Primary Duties Professional and Technical Responsibilities: • Design, develop, and deploy customized business solutions across various ERP platforms, with emphasis on NetSuite • Implement and optimize core business workflows including accounting / finance, inventory, order management, and CRM processes • Lead the implementation of DevOps practices throughout development lifecycle • Manage development projects from requirements gathering to deployment • Provide technical mentorship to junior developers • Create and maintain thorough technical documentation • Troubleshoot complex system issues and provide solutions • Adapt development skills to various platforms as business needs evolve • Serve as client facing representative of the CBIZ Preferred Qualifications • 6 - 8 years of overall work experience • 5 - 7 years of experience with multiple ERP platforms (NetSuite, SAP, Oracle, Sage Intacct, etc.) • 6+ years of software development experience within ERP environments • Strong understanding of core business processes and workflows • Experience customizing and extending ERP systems, particularly NetSuite • Proven experience with DevOps tools and CI/CD pipelines • Project management experience with ability to lead technical teams • Experience integrating systems using REST/SOAP APIs • Experience with JavaScript • Experience with managing development and integration projects • Experience with version control systems and deployment automation • Knowledge of technical design and system architecture in relation to accounting / finance, inventory, order management, and CRM processes • Knowledge of automated testing frameworks • Experience with Agile methodologies • Understanding of accounting principles and financial workflows • Project management experience • Relevant ERP certifications Minimum Qualifications • Bachelor's degree required • 6+ years of experience in related field • 3 years of supervisory experience • Must have and preserve required licenses • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary • 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 The annual salary target for this job in this market is $130,000- $170,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. The application window is anticipated to close on or before June 30th, 2025. #LI-CF2 #LI-Remote