CBIZ,Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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,
Location
Department
Business Intelligence / Delivery Operations
Employment Type
Contractor
Job Summary
We are seeking a highly analytical and proactive Assistant Manager – Data Analytics to drive data-driven decision-making across the organization. The ideal candidate should possess strong expertise in Microsoft Excel, Power BI, Power Automate, SharePoint Forms, and Microsoft 365 solutions and data analytics, with the ability to automate processes, build insightful dashboards, and communicate actionable insights to business stakeholders. This role requires a combination of technical expertise, business acumen, and excellent communication skills.
Key Responsibilities
- Analyze large datasets to identify trends, patterns, and business opportunities.
- Develop, maintain, and optimize interactive dashboards and reports using Power BI.
- Design and implement workflow automation using Microsoft Power Automate to improve operational efficiency.
- Build advanced Excel-based analytical models using Pivot Tables, Power Query, Power Pivot, VBA, and advanced formulas.
- Create automated reports and reduce manual reporting efforts.
- Gather business requirements and translate them into analytical solutions.
- Ensure data accuracy, consistency, and governance across reporting systems.
- Monitor KPIs and prepare executive dashboards for leadership.
- Collaborate with cross-functional teams to understand business challenges and recommend data-driven solutions.
- Present insights and recommendations clearly to business stakeholders and senior management.
- Support continuous improvement initiatives through analytics and automation.
- Mentor junior analysts and ensure adherence to reporting standards and best practices.
Required Skills
Technical Skills
- Advanced Microsoft Excel (Power Query, Power Pivot, Pivot Tables, XLOOKUP, INDEX-MATCH, Dynamic Arrays, VBA preferred)
- Strong expertise in Microsoft Power BI
- Hands-on experience with Microsoft Power Automate
- Good understanding of data modeling and data visualization best practices
- Experience with SQL for data extraction and analysis
- Knowledge of DAX and Power Query (M Language)
- Experience in process automation and workflow optimization
- Understanding of ETL concepts and data transformation
Soft Skills
- Excellent analytical and problem-solving skills
- Strong communication and presentation abilities
- Ability to convert complex data into meaningful business insights
- High attention to detail and data accuracy
- Self-driven with excellent ownership and accountability
- Ability to manage multiple priorities in a fast-paced environment
Preferred Qualifications
- Bachelor's degree in Computer Science, Information Technology, Statistics, Business Analytics, or a related field.
- Certification in Microsoft Power BI, Power Platform, or Data Analytics is preferred.
Experience
- 7-9 years of experience in Data Analytics, MIS Reporting, Business Intelligence, or Process Automation.
- Minimum 6 years of hands‑on experience with Power BI and Power Automate, Advance Excel.
- Minimum 3 years of experience developing automation solutions using Power Automate and SharePoint Forms.
- Experience in building automated reporting solutions and executive dashboards.
- Prior experience in operations, PMO, consulting, finance, or professional services is an advantage.
- Experience working with enterprise reporting and automation projects in a corporate environment.
- Team Management
- Data Analytics
- Process Automation
- Advanced Excel
- Power BI
- Power Automate
- SQL
- DAX
- Stakeholder Management
- Business Communication
- Problem Solving
Success Measures
- Reduction in manual reporting through automation
- Timely and accurate dashboard delivery
- Improved data quality and governance
- Increased adoption of self-service BI solutions
- Delivery of actionable business insightsProcess efficiency improvements through automation
Preferred Skills
- Experience working with Microsoft Teams integrations.
- Knowledge of Power Apps is an added advantage.
- Experience with ETL and data transformation.
- Understanding of business intelligence and KPI reporting.
Soft Skills
- Excellent communication and presentation skills.
- Strong analytical and problem-solving ability.
- Stakeholder management and business partnering.
- Ability to lead automation initiatives independently.
- High ownership, accountability, and attention to detail.
- Strong project planning and execution skills.
- Ability to manage multiple priorities in a fast-paced environment.