Senior Analyst — Digital Transformation & AI Enablement

CBIZ; Atlanta (GA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

CBIZ is expanding its Business Transformation group and seeks Senior Analysts across Tax, Assurance, Advisory, Outsourced Accounting Services, and Benefits & Insurance. You will drive strategic change by leveraging automation, AI, and analytics to streamline processes and enable scalable transformation.

You will partner with service lines and IT, document requirements, run design workshops, support change management, build business cases with ROI analysis, and track KPIs to demonstrate

Qualifications

• Bachelor's degree in Accounting, Business, Information Systems, or related field.
• 3+ years of experience in professional services and/or technology transformation.
• CPA certification is preferred and highly valued.
• Strong understanding of professional services processes and ability to navigate diverse offerings.
• Experience with AI tools, change management, and delivering measurable value.
• Excellent analytical, problem-solving, and documentation skills.
• Strong communication with cross-functional stakeholders and senior leadership.

Responsibilities

• Partner with service line professionals and IT to identify and implement opportunities to streamline processes using automation, offshore resources, and AI-driven solutions.
• Collaborate with our BI & AI teams to empower teams with actionable insights and enhance strategic decision making.
• Gather, document, and translate business needs into detailed functional and technical requirements for scalable transformation solutions.
• Facilitate design workshops and stakeholder interviews to document current and future state workflows and recommend improvements.
• Support project management activities including timelines, resources, risk, and status reporting; assist with change management and training.
• Develop business cases with ROI analysis and monitor KPIs and adoption metrics to demonstrate value and drive continuous improvement.

Skills

Analytical skills

Problem solving

Documentation

Communication

Leadership

Education

Bachelor's degree in Accounting, Business, Information Systems, or related field

Job description

CBIZ is expanding its Business Transformation group and seeks Senior Analysts across Tax, Assurance, Advisory, Outsourced Accounting Services, and Benefits & Insurance. You will drive strategic change by leveraging automation, AI, and analytics to streamline processes and enable scalable transformation.

You will partner with service lines and IT, document requirements, run design workshops, support change management, build business cases with ROI analysis, and track KPIs to demonstrate