Director | Business Transformation

CBIZ•Vinings, GA

11h

About The Position

CBIZ is building a pool of Business Transformation Directors across Tax, Assurance, Advisory, Outsourced Accounting Services, and Benefits & Insurance. Business Transformation leads strategic initiatives that shape the firm’s future, with a focus on innovation, digital transformation, process improvement, workflow modernization, technology, and AI. The role partners with service-line professionals, IT, business transformation leaders, and Business Intelligence & AI teams to develop and deliver scalable solutions that improve accuracy, efficiency, decision-making, and business impact. The Director also supports project and change management, develops business cases, measures outcomes, and advises on emerging technologies. Travel is less than 10%.

Requirements

College degree or equivalent required.
At least 10 years of related experience.
Experience managing staff, projects, and/or processes.
Subject matter expertise and knowledge of industry regulations.
Ability to manage a team and formulate new policies and procedures.
Ability to communicate verbally and in writing across all levels of an organization, internally and externally.
Ability to travel as required by business and maintain on-call availability.
Ability to manage multiple competing priorities; strong analytical, problem-solving, documentation, and communication skills.
Strong understanding of professional services processes and ability to learn and navigate diverse service offerings.
Hands-on experience implementing AI tools, managing change, and delivering measurable value.
CPA certification.

Nice To Haves

Bachelor’s degree in Accounting, Business, Information Systems, or a related field.
10 or more years of experience in professional services and/or professional services technology transformation.
Public accounting firm experience and specific experience in one of CBIZ’s service lines are strongly preferred.

Responsibilities

Partner with service-line professionals and IT to identify and implement opportunities to streamline and standardize processes using offshore resources, automation, process reengineering, and advanced workflow technologies.
Collaborate with service-line business and business transformation leaders to develop a roadmap, prioritize initiatives, and deliver solutions with meaningful business impact.
Collaborate with Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions that support strategic decision-making.
Gather, document, and translate business needs into functional and technical requirements aligned with project objectives.
Facilitate design workshops, stakeholder interviews, and process walkthroughs; document current- and future-state workflows, feedback, and improvement recommendations.
Support project management, including timelines, resource planning, risk identification, and status reporting.
Support change management through user training, documentation, and communication strategies.
Develop business cases with cost and ROI analyses for transformation initiatives, ensuring alignment with organizational goals.
Monitor key performance indicators and adoption metrics to measure success and identify opportunities for continuous improvement.
Evaluate and advise on new technologies and stay current with industry trends.
Manage staff, projects, and/or processes; formulate policies and procedures; and manage a team.
Travel as required by business and maintain on-call availability.