Manager - Advisory Transformation

CBIZ is seeking a skilled Manager to join our Advisory Transformation team. The ideal candidate will leverage deep analytical expertise and professional services knowledge to drive process improvements, implement digital solutions, and support strategic change initiatives within our advisory practice. You will collaborate with cross-functional teams to analyze business requirements, design effective solutions, and facilitate the successful adoption of advisory technologies across the firm.

In this role, you’ll be at the forefront of advisory innovation and digital transformation and have the opportunity to make a meaningful impact on our advisory practice by driving strategic change and implementing leading-edge technologies. Our culture fosters a collaborative, growth-oriented environment with a strong emphasis on professional development.

Essential Functions and Primary Duties

• Partner with advisory professionals and IT teams to identify and implement opportunities to streamline and standardize advisory processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable advisory transformation solutions.
• Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower advisory teams with actionable insights that enhance strategic decision making.
• Support project management activities, including timelines, resource planning, risk identification, and status reporting.
• Assist with change management efforts, including user training, documentation, and communication strategies.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.

Preferred Qualifications

• Bachelor’s degree in Accounting, Business, Information Systems, or related field.
• 7+ years’ experience in professional services and/or professional services technology transformation (public accounting firm experience strongly preferred).

• Strong understanding of professional services processes and ability to quickly learn and navigate diverse service offerings.

• Deep understanding of the AI landscape and hands-on experience implementing AI tools, managing change, and delivering measurable value.
• Excellent analytical, problem-solving, and documentation skills.
• Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership.
• Detail-oriented, organized, and able to manage multiple competing priorities.
• CPA certification

Travel Requirements

• Less than 10% travel

Minimum Qualifications

• College Degree or equivalent
• 6 years related experience
• Expert technical knowledge
• Knowledge of industry regulations
• Ability to lead and coordinate the team activities of others
• Ability to formulate, document and recommend new policies and procedures
• Able to work in and lead a team
• Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
• Ability to travel as required by business and on-call availability