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Careers at CBIZ

Senior Consultant (BES)

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$113,502 / year median in Missouri

-1% projected decline

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Job Description

View More Jobs Senior Consultant (BES) St Louis, MO, United States (Hybrid) Be the First to Apply Apply Now Job Info Job Identification 6287 Posting Date 08/21/2026, 04:24 PM Locations 14567 N. Outer Forty Road, Ste 300, Chesterfield, MO, 63017, US (Hybrid) Essential Functions and Primary Duties Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs Knowledgeable on complex accounting issues and treatment, proficient in accounting research Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations Maintain deep understanding of the accounting operations within each assigned client Proficient knowledge of the clients accounting software packages Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client Lead the engagement team in preparation for clients audits as the main contact with external auditors Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s Recommend, design, and implement any necessary policy controls and procedures. Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters Train, coach and mentor staff accountants Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion Assist in growth, development and training of staff Minimum Qualifications Bachelor's degree in relevant field 3 years of relevant work experience Achieve professional certifications relative to area of expertise, must have and preserve required licenses Must possess analytical skills Proficient use of applicable technology 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 #LI-HS1 #LI-Hybrid About Us 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. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of
CBIZ. CBIZ
will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com . Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights . Apply Now Legend Jobs at a location Group of locations © Oracle Corporation Terms Legal Notices Use control and scroll to zoom the map Use two fingers to move the map 14567 N. Outer Forty Road, Ste 300, Chesterfield, MO, 63017, US Copy to Clipboard Similar Jobs