National Outsourced Accounting Solutions Leader - Boston, MA, United States
3 days ago
Job description
Description#LI-SH1 #LI-HYBRID
ResponsibilitiesEssential Functions and Primary Duties
Defining and executing the national OAS strategy to unify regional practices under a cohesive, scalable operating model.
Expanding the service portfolio with technology-enabled, advisory-driven solutions that deliver measurable client value and sustainable profitability.
Shaping critical business decisions regarding service mix, industry specialization, and client experience standards to achieve profitable growth.
Driving market growth through differentiated go-to-market strategies, pricing, and packaging that elevate CBIZ's competitive position.
Developing thought leadership that highlights our competitive differentiation, elevates our reputation in the market, and attracts extraordinary talent to our network.
Building and scaling a high-performing team and culture, aligned around best practices, KPIs, and consistent client experience at scale.
Developing a national talent strategy, including advisory career pathways, upskilling, and leadership development.
Driving operational excellence by establishing clear roles, responsibilities, and standardized processes that ensure accountability, consistency, and efficiency across the national OAS practice.
Establishing data-driven metrics aligned with CAS 2.0 benchmarks.
Scaling offshore resources to drive efficiency, flexibility, and cost-effectiveness.
Working alongside the OAS Business Transformation team to define and drive a forward-looking technology strategy.
Evaluating and prioritizing emerging technologies to ensure the OAS practice remains at the forefront of digital transformation.
Preferred Qualifications
Certified Public Accountant (CPA) or equivalent professional credential.
Prior leadership experience in a mid-market or large public accounting firm with exposure to national or multi-regional practice integration.
Proven leadership in building, transforming, and scaling a national or multi-region outsourced accounting practice.
Track record of innovation in service design and delivery, with demonstrated ability to leverage technology, automation, and process optimization to create scalable, advisory-led solutions.
Strategic mindset with the ability to translate market trends, client needs, and business objectives into actionable strategies that drive growth, profitability, and competitive differentiation.
Executive presence and the ability to inspire, influence, and collaborate with firm leadership, clients, and cross-functional teams at the highest levels.
Financial and operational acumen with a deep understanding of business drivers, margin optimization, pricing models, and performance measurement frameworks.
Experience leading in a high-growth, fast-paced environment, with the ability to balance near-term performance with long-term strategic positioning.
Minimum Qualifications
- Bachelor's degree
- 10 years of experience in public accounting or related field
- 10 years supervisory experience
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
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