Teams at CBIZ

Design and execute IT compliance and security audits, perform risk assessments and SOX testing, document systems and controls, analyze data, identify control deficiencies and recommend remediations, prepare audit reports and present findings, manage multiple engagements, supervise IT risk staff, and liaise with business and technical teams.

Lead and supervise IT audit teams to design and execute compliance and security audit programs, perform IT SOX testing, document controls, assess IT risks, present findings, recommend process improvements, and coordinate with business and technical stakeholders on remediation and special projects.

Serve as a Manager in Global Information Reporting providing advisory and compliance services for FATCA, CRS, Chapter 3, 1099 and withholding regimes to financial institutions and private equity clients. Coordinate international teams, manage client engagements, supervise associates, perform detailed reviews of reporting data and tax form validations, contribute to internal technology requirements and testing, and provide training on regulatory impacts.