Operations Officer I executing banking transactions accurately and supporting service delivery improvements. Engaging with partners and ensuring compliance with established procedures in Montréal, Canada.
About the role
- Director managing regional operations for CBIZ, overseeing financial execution and client service strategies. Collaborating with leadership to drive growth and operational effectiveness.
Responsibilities
- Partners with national and regional leadership to oversee execution of financial and operational priorities including but not limited to: Budgets and forecasts, Monthly financials, KPIs and metrics, Client onboarding, Account planning process, Compliance with SOX requirements, etc.
- Provides day-to-day operational support to enable client-facing leadership and staff to focus on delivery, business development, and team development.
- Collaborates with the CoE and national teams to provide input on process improvements, reporting needs, and staffing strategies.
- Engages regional leadership to understand the strategy, initiatives and related goals that have been set and to establish controls to monitor progress on these goals.
- Supports regional execution of national strategies and enables implementation of solutions tied to process improvement, automation, and technology adoption.
- Aligns regional operations across functions such as Tax, Attest, HR, IT, Marketing, and Finance to ensure coordination and consistency.
- Collaborates with regional leadership and HR related to forecasting and fulfillment of staffing needs to include recruiting, offshoring and outsourcing.
- Participates in due diligence and integration activities for acquisitions, as needed.
- Reports to the National FS Operations Leader with a dotted line to the Regional Leader.
Requirements
- 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 of organization, both internally and externally
- Must be able to travel based on client and business needs
Benefits
- 401(k) matching
- Professional development opportunities
- Flexible working environment
- Paid time off
- Health insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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