Associate Consultant | NAO Independence Systems

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

Summary

The role is a combination of monitoring the independence systems for potential conflicts, working with users of the systems to resolve queries, enhancing and streamlining current processes, raising any potential issues to the Independence Manager or appropriate stakeholders.

Essential Functions and Primary Duties

• Assists the Independence Manager in developing and administering independence and ethics related policies, processes, guidance, and training related to Independence systems.
• Assists in the development and maintenance of tools and the system.
• Assists in the administration of the monitoring processes.
• Acts as a subject matter expert and assists with the development and delivery of training for team personnel and users.
• Engages with the system vendor and their support team to address identified issues, escalates matters to the Independence Manager as necessary
• Participates in professional development activities to maintain and increase job-related skills.
• Strong communication and client service mindset to help users of the system with their queries.
• Team player, self-driven individual with a positive attitude.
• Additional responsibilities as assigned

Qualifications Required

• High School Diploma or GED equivalent required; Bachelor's degree preferred
• 1 year of relevant experience
• Must be able to work in a team environment
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

#LI-PL1 #LI-Hybrid