Strategic Operations Director

Company: CBIZ
Location: Dallas
Posted on: September 23, 2022

Job Description:

With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level tax compliance, consulting and co-sourcing services to Private Equity firms of all sizes, by providing national-caliber expertise combined with highly personalized service.

CBIZ has been honored to be the recipient of several national recognitions:

• Top 101 2021 Best and Brightest Companies to Work For in the Nation
• 2021 America's Best Mid-Size Employers
• 2021 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification
• 2022 Top Workplaces USA
  Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.
  
  This position reports to the service line SMD and provides strategic and day-to-day operational support of the business unit, enabling practitioner MDs to focus on their primary purposes of client service, business development and staff mentoring. The Strategic Operations Director works effectively with business unit leadership to drive business unit value, growth, and profitability by supporting the SMD and partnering with the service line leaders and others to execute business strategy in alignment with the overall strategy and goals of CBIZ Advisory.
  
  Essential Functions and Primary Duties
  
  • Enables the alignment of primary operational support functions such as IT, Finance, HR, Marketing and office operations across the business unit. Ensures optimization and coordination of prioritiesand efforts.
  • Enables business unit leadership to implement business unit strategies to increase theorganization's growth, profitability, efficiency and operational effectiveness
  • Engages business unit leadership to understand the strategy and goals that have been set and tomonitor progress on these goals
  • Work with FS Advisory leadership and other service lines in identifying best practices and adopt and implement these best practices as appropriate throughout the business unit
  • Provides guidance to the leadership of the primary operational support functions to determine overall operations goals and expectations to ensure their effectiveness.
  • Designs the administrative staff support system and staffing requirements and direct the workflow of the administrative staff. Ensures that open positions are filled efficiently; ensures efficient and effective delivery of administrative services to internal and external clients
  • Coordinates legal matters with CBIZ Legal. Serves as a gate keeper for compliance with all matters related to independence issue reporting, modifications to engagements letters, client acceptance policies and all similar matters, CPE compliance and approvals
  • Drives consistent opportunities for cross-serving of other lines of business at the business unit level.
  • Supports local teams to ensure opportunities for technical training and development are available
  • Project manages key initiatives identified by business unit leadership; provides timely statusupdates of business unit projects and related deadlines to SMD and business unit leadership
  • Supports client satisfaction monitoring and designs systems to gather relevant data
  • Responsible for overall business unit staff scheduling and utilization
  • Mentors and works with staff, managers, and directors to anticipate client issues and resolvethem when they occur.
    Qualifications Required
    
    • Bachelor's degree required
    • Minimum of 5 years of managing sophisticated client service staff
    • Ability to develop and implement operating plans aligned with budget
    • Demonstrated ability to communicate verbally and in writing throughout all levels oforganization, both internally and externally
    • Direct client service experience in a commercial or industry-relevant setting
      
      REASONABLE ACCOMMODATION
      
      If you are a qualified individual with a disabilityyou may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling [Phone number shown when applying] (toll free)or send an email to [Email available when viewing the job] .
      
      EQUAL OPPORTUNITY EMPLOYER
      
      CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [Link available when viewing the job]and [Link available when viewing the job].
      
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Keywords: CBIZ, Dallas , Strategic Operations Director, Executive , Dallas, Texas