Engagement Services Intern | Spring 2026 | Remote - Remote Eligible

CBIZ Data Transformation Specialist

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 22 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.

This position is listed as remote. Targeted location hubs are Nashville, TN, and New York City, NY. Additional location preferences will be provided if selected for the initial recruiting screen.

Essential Functions & Primary Duties

• Assist with transforming and formatting client-provided data (e.g., PDFs, exports, or raw files) into Excel or other usable formats for audit and advisory teams.
• Support journal entry testing by organizing, cleaning, and analyzing financial data according to defined procedures.
• Work with the Engagement Services team to solve data-related challenges by applying logic, efficiency, and process improvement techniques.
• Contribute to efficiency projects by identifying ways to automate or streamline repetitive tasks through Excel functions, formulas, or analytics tools.
• Provide clear documentation of steps taken and communicate solutions effectively to team members and requestors.
• Gain exposure to technology-enabled auditing and IT audit concepts while supporting firmwide service requests.
• Perform research and participate in problem resolution
• Other responsibilities as assigned

Preferred Qualifications

• Pursuing a degree in Math, Theory of Mathematics, Accounting, Finance, Information Systems, Data Analytics, or related field.
• Strong proficiency in Microsoft Excel, including use of formulas, pivot tables, and data formatting.
• Interest in process improvement, efficiency, and problem-solving.
• Comfortable working with large or complex data sets; prior exposure to data analysis tools (e.g., Power BI, Alteryx, or similar) is a plus.
• Strong communication skills with the ability to explain solutions clearly to both technical and non-technical team members.
• Detail-oriented with the ability to manage multiple requests in a deadline-driven environment.
• Team-oriented mindset with eagerness to learn new tools and technologies.

Minimum Qualifications:

• Working towards a Bachelor's degree
• Excellent interpersonal, analytical, research, including basic knowledge of GAAP and GAAS rules, procedures and standards
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Ability to multi-task, think independently and problem solve in a results-driven team-oriented environment
• Strong verbal and written communications skills
• Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software

The hourly rate for this job in this market is $20-$40. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. 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.

The application window is anticipated to close on or before January 1, 2026.