Paralegal and Legal Operations Analyst

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.

Minimum Qualifications

• HS diploma or GED required; Bachelor's degree in Business, Economics, Statistics or relevant field preferred
• 3 years of relevant experience
• Must possess analytical skills
• Must be able to comprehend, manipulate and interpret statistical data
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology

Essential Functions and Primary Duties

• Manage the preparation and distribution of board of directors and board committee materials
• Support Chief Legal Officer with respect to prospective and in-progress legal department budgeting
• Work with legal billing software to review billings; support accounting function in periodic accruals of legal expenses in the company’s financial statements and related internal controls
• Coordinate Legal, Risk, and Compliance (“LRC”) matter intake, triage workload, manage projects and coordinate internal and external LRC resources
• Oversee claims processing and distributing documents to the appropriate attorneys and business contacts
• Provide legal support for corporate transactions
• Create and maintain file management system for legal department
• Prepare routine legal documents with attorney oversight
• Manage or support additional corporate matters as assigned, including (i) drafting minutes/resolutions of corporate and subsidiary boards; (ii) creating and maintaining corporate records, including minute books; and (iii) preparing, processing and maintaining legal entity filings, including annual filings
• Professionally handle legal and other matters involving confidential, proprietary and legally privileged documents and information
Partner with legal department, business units, division or corporate as requested

Preferred Qualifications:

• Associate’s Degree
• Paralegal certification
• 7+ years of experience as a paralegal, legal operations professional, legal assistant with substantive legal or legal operations background, or similar role
• Experience with SEC filings and public company governance
• Relevant experience as a paralegal in a private law firm or corporate legal department (preferably both)
• Strong knowledge of corporate governance principles
• Experience with departmental budgeting
• Experience with Legal Tracker or similar software
• Ability to maintain confidentiality regarding sensitive information
• Knowledge of fundamental legal principles relevant to general corporate law
• Knowledge of legal publications and ability to remain current in profession
• Excellent research, organization, and project-management skills
• Experience with legal technology platforms, workflow management, and process improvement initiatives
• Possess problem-solving ability through detailed analysis of various rules, regulations, laws etc.
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary