Manager | Data Solutions

#LI-AG1 #LI-Remote

Lead data services team operations by overseeing complex data solutions, ensuring quality and scalability of deliverables, and guiding teams toward efficient, data-driven outcomes aligned with business objectives.

Essential Functions and Primary Duties

• Design, automate, and oversee complex data processes to improve efficiency, scalability, and effectiveness

• Extract, transform, model, analyze, and validate data to ensure accuracy, completeness, and timeliness of deliverables

• Review and provide feedback on data requests, reconciliations, testing, and solution design plans

• Collaborate with engagement teams and stakeholders to develop action plans for complex data needs and confirm deliverable quality

• Monitor operational metrics and proactively address performance issues, escalations, and resource gaps

• Develop, maintain, and standardize team documentation, templates, methodologies, and best practices

• Serve as a subject matter expert and thought leader, guiding teams toward effective, data-informed decisions

• Mentor, coach, and educate team members and stakeholders on data tools, capabilities, and analytics techniques

• Perform quality reviews and ensure accuracy and completeness of team deliverables

• Manage team workload, prioritize assignments, and communicate status updates to stakeholders

• Continuously evaluate and improve data tools, processes, and team capabilities

• Perform due diligence on data sources and maintain strict data confidentiality

• Stay current on emerging data trends, technologies, and tools to enhance team capabilities

• Participate in strategic initiatives and projects outside of standard operations

Preferred Qualifications

• Bachelor’s degree and 5–7 years of experience or equivalent

• Expert experience with data tools (Excel, SQL, Snowflake, Tableau, Power BI, AWS, etc.)

• High level of proficiency in Excel and advanced data analytics tools

• Expert understanding of accounting, audit, risk, and financial principles

• Demonstrated leadership, mentoring, and team management capabilities

• Strong analytical thinking and problem-solving skills

• Ability to manage priorities in a fast-paced, complex environment

• Proven ability to identify and implement process improvements

• Consistently exercise independent judgment in matters of significance

• Commitment to continuous improvement and professional development

• Ability to ensure team meets service level agreements and deadlines

Minimum Qualifications 

• Bachelor's degree 

• 5 years of experience in public accounting or related field

• 3 years of supervisory experience

• Ability to manage all aspects of client engagements

• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

• Must be able to travel based on client and business needs

• Proficient use of applicable technology  

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, Mayer Hoffman McCann P.C.