Senior Finance Business Partner

• Locations: 53 State Street, 17th Floor, Boston, MA, 02109, US (Hybrid)
• Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.
• Base Range: $127,000 - $175,000

CBIZ is seeking a Senior Finance Business Partner to join the Financial Services (FS) Division's newly established Strategic Finance function. This is a high-visibility, high-impact role for a commercially-oriented finance professional who wants to be more than a reporter of numbers — someone who wants to be a genuine strategic advisor to the business.

The Senior Finance Business Partner will serve as the primary finance relationship for one or more business line leaders or market managing partners within the FS Division's Accounting & Tax segment. This individual owns the forecasting, budgeting, and management reporting process for their assigned business units, and is expected to proactively surface insights, risks, and opportunities — not wait to be asked.

They bring a point of view to business reviews, build trusted relationships with non-finance leaders, and partner closely with the Director of Strategic Finance to support the financial strategy of a segment that represents a significant portion of CBIZ's total revenue.

Serve as the primary finance relationship for assigned business line leaders and market managing partners within the Accounting & Tax segment; be viewed as a trusted advisor, not a reporting function.

Build and maintain proactive, substantive working relationships with segment and market leadership; be present in the business and engaged in strategic conversations.

Establish and maintain close relationships with all cross‑functional areas (Corporate Finance, BP&A, Marketing, HR, and Operations). These relationships will allow this role to have a full and complete understanding of all internal and external factors impacting the business.

Provide forward‑looking financial guidance on business decisions: significant lateral hire investments, office‑level P&L changes, service line launches, pricing strategy, and market growth decisions.

Bring a point of view to monthly and quarterly business reviews — surface risks and opportunities proactively, and propose alternatives rather than simply presenting historical actuals.

Improve the quality of internal and external financial data to drive business decision making and performance.

Own the annual budget and rolling forecast process for assigned business units; responsible for building the financial model, facilitating leadership reviews, and documenting assumptions.

Prepare and deliver monthly variance analysis and management commentary for assigned segments; explain drivers clearly and connect financial results to operational dynamics.

Develop and maintain KPI dashboards and operational metrics tailored to the Accounting & Tax business: utilization rates, realization rates, WIP aging, collections performance, YOY impactful client gains and losses, and margin by service line.

Build financial models to support business decisions: lateral hire ROI analysis, office profitability assessments, service line investment cases, and pricing scenario analysis.

Partner with the Director of Strategic Finance to contribute to the division‑wide budget and forecast consolidation.

Provide direction to cross‑functional units on matters involving product pricing, overhead distribution, inventory rollover, cost determination, and other financial metrics.

Provides reports and analyses of overall trending financial performance; stay abreast of economic/financial trends to develop business strategies and tactics.

Studies organizational capacity and operating costs, and develops recommendations meant to improve margins.

Design and maintain management reporting packages for assigned business leaders; ensure reporting is clear, consistent, and decision‑relevant — not just a data dump.

Partner with the Director of Analytics to develop and leverage data tools, automated reporting feeds, and dashboards that scale insight…