Director | Business Transformation

Overview

Our Business Transformation group is expanding, and we’re building a high-performing talent pool of Directors across all service lines (Tax, Assurance, Advisory, Outsourced Accounting Services, and Benefits & Insurance). Business Transformation leads strategic initiatives that shape the future of our firm. As part of the team, you’ll be at the forefront of innovation and digital transformation and have the opportunity to make a meaningful impact by driving strategic change and implementing leading-edge technologies.

Our culture fosters a collaborative, growth-oriented environment with a strong emphasis on professional development. If you’re passionate about improving processes, modernizing workflows, enabling technology and AI, and driving measurable change, we want to meet you.

• Partner with service line professionals and IT to identify and implement opportunities to streamline and standardize processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Collaborate service line business and business transformation leaders to develop a comprehensive roadmap, identifying, prioritizing, defining, and delivering innovative solutions that provide the greatest business impact for our firm.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower teams with actionable insights that enhance strategic decision making.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable transformation solutions.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture and document comprehensive process maps that clearly current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• 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.
• Develop comprehensive business cases for proposed transformation initiatives with detailed cost and return on investment (ROI) analysis, ensuring alignment with organizational goals and demonstrating the value and impact.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Champions innovation by continuously evaluating and advising on new technologies, staying updated with industry trends.

• Bachelor’s degree in Accounting, Business, Information Systems, or related field.
• 10+ years’ experience in professional services and/or professional services technology transformation (public accounting firm experience and specific experience in one of our service lines 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

• Less than 10% travel

• College Degree or equivalent required
• 10 years related experience
• Must have experience managing staff, projects and/or processes
• Possesses subject matter expertise
• Knowledge of industry regulations
• Ability to manage a team of others
• Ability to formulate new policies and procedures
• 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

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations…