Leadership Overview
CBIZ has 10 executives leading key functions including financial advisory, insurance brokerage, and national business operations.
Committed to delivering comprehensive professional solutions, CBIZ empowers small and midsized businesses through integrated financial, insurance, and technology services across North America.
Committed to delivering comprehensive professional solutions, CBIZ empowers small and midsized businesses through integrated financial, insurance, and technology services across North America.
Leadership Roles at CBIZ
Baccus Oliver - Chief Operating Officer
Baccus Oliver, the Chief Operating Officer at CBIZ, executes the firm's overarching operational strategy across all practice groups. Oliver directs the integration of administrative functions to ensure seamless service delivery for clients in the United States and Canada. By optimizing internal workflows, the Chief Operating Officer enhances productivity and reduces overhead costs across the organization. Baccus Oliver drives the implementation of scalable business solutions that support the firm's diverse service offerings, including payroll and human capital advisory. This leadership role involves close collaboration with the Board to align operational performance with long-term financial objectives. Oliver manages the firm's infrastructure, ensuring that all departments possess the necessary resources to maintain high service standards. Through the continuous refinement of operational processes, the Chief Operating Officer supports the firm's mission to provide comprehensive business solutions. Oliver ensures that every operational decision contributes to the overall efficiency and profitability of the enterprise.

Polly Thomas - Chief Operating Officer, Benefits & Insurance
Polly Thomas, the Chief Operating Officer, Benefits & Insurance at CBIZ, directs the operational activities of the Benefits and Insurance Services practice group. Thomas oversees the delivery of health benefits consulting, employee benefits brokerage, and retirement plan advisory services. By streamlining the brokerage process, the Chief Operating Officer, Benefits & Insurance enhances the firm's ability to provide timely and accurate insurance solutions. Polly Thomas drives the expansion of actuarial and life insurance services, ensuring that the firm meets the complex needs of its diverse client base. This leadership role involves coordinating with regional teams to maintain high service standards across North America. Thomas manages the integration of payroll and human capital advisory services, creating a cohesive benefits ecosystem for clients. Through the implementation of efficient operational protocols, the Chief Operating Officer, Benefits & Insurance supports the firm's commitment to providing comprehensive insurance and benefits solutions that drive client success.
James Harmon - President, Business Unit
James Harmon, the President, Business Unit at CBIZ, leads the strategic development of specialized financial advisory services. Harmon oversees the delivery of government health care consulting and financial advisory solutions, ensuring that the business unit meets the unique requirements of governmental entities. By fostering strong client relationships, the President, Business Unit drives the growth of the firm's advisory portfolio. James Harmon manages cross-functional teams to deliver high-quality financial insights that support client decision-making. This leadership role involves collaborating with other business unit presidents to ensure alignment with the firm's overall strategic vision. Harmon focuses on identifying new market opportunities within the financial services sector, expanding the firm's reach among not-for-profit enterprises. Through the application of deep industry expertise, the President, Business Unit ensures that the firm remains a leader in providing professional financial solutions. Harmon maintains a focus on operational excellence, ensuring that every project delivers measurable value to the client.
Eric Munninghoff - President, Employee Benefits Colorado & Texas
Eric Munninghoff, the President, Employee Benefits Colorado & Texas at CBIZ, directs the regional operations for employee benefits and insurance brokerage. Munninghoff oversees the delivery of health benefits consulting and retirement plan advisory services within the Colorado and Texas markets. By tailoring insurance solutions to the specific needs of local businesses, the President, Employee Benefits Colorado & Texas drives regional growth and client satisfaction. Eric Munninghoff manages the local brokerage teams, ensuring that all services align with the firm's national standards for professional excellence. This leadership role involves building strong partnerships with local enterprises to expand the firm's footprint in the benefits sector. Munninghoff focuses on identifying emerging trends in employee benefits, ensuring that clients receive innovative and cost-effective solutions. Through the strategic management of regional resources, the President, Employee Benefits Colorado & Texas strengthens the firm's competitive position and supports the overall mission of providing comprehensive business services.
Cole Harris - President, Business Unit
Cole Harris, the President, Business Unit at CBIZ, leads the operational and strategic initiatives for the firm's national practice group. Harris oversees the delivery of managed networking and hardware solutions, ensuring that clients receive robust technological support. By focusing on the integration of IT services with broader business consulting, the President, Business Unit drives value for small and midsized enterprises. Cole Harris manages the development of new service offerings, ensuring that the business unit remains responsive to the evolving needs of the market. This leadership role involves coordinating with the firm's technology and financial teams to provide holistic solutions that address complex business challenges. Harris drives revenue growth by expanding the firm's presence in the national technology consulting space. Through the application of strategic leadership, the President, Business Unit ensures that the firm maintains its reputation for delivering high-quality, reliable business solutions that support long-term client success.
Manav Bhasin - Chief Technology Officer
Manav Bhasin, the Chief Technology Officer at CBIZ, architects the firm's digital transformation and technology infrastructure. Bhasin oversees the deployment of managed networking and hardware solutions that support the National Practices group. By integrating advanced cybersecurity protocols, the Chief Technology Officer protects sensitive client data across all financial and insurance service platforms. Manav Bhasin drives the adoption of innovative software tools to improve service delivery efficiency for small and midsized businesses. This leadership role involves coordinating with other C-suite executives to ensure that technological investments align with the firm's strategic growth goals. Bhasin manages the IT department, fostering a culture of technical excellence and continuous improvement. Through the development of robust digital platforms, the Chief Technology Officer enhances the firm's ability to provide real-time financial and health care consulting. Bhasin ensures that the firm's technological capabilities remain a key differentiator in the competitive professional services market.
Donna Mirandola - Senior Vice President, Chief Marketing Officer
Donna Mirandola, the Senior Vice President, Chief Marketing Officer at CBIZ, directs the firm's brand strategy and market positioning. Mirandola oversees all corporate communications and lead generation initiatives across the United States and Canada. By crafting targeted campaigns, the Senior Vice President, Chief Marketing Officer highlights the firm's expertise in financial, insurance, and national practice services. Donna Mirandola drives market awareness by showcasing the value of integrated business solutions to small and midsized enterprises. This leadership role involves collaborating with practice group leaders to ensure consistent messaging across all service lines. Mirandola manages the marketing budget, allocating resources to high-impact channels that maximize brand visibility. Through the strategic use of digital and traditional media, the Senior Vice President, Chief Marketing Officer strengthens the firm's reputation as a trusted advisor. Mirandola ensures that all marketing efforts directly support the firm's growth objectives and enhance client engagement across all regions.

Sam Scherr - Managing Director
Sam Scherr, the Managing Director at CBIZ, directs the strategic expansion of financial advisory services. Scherr oversees complex litigation support and valuation engagements, ensuring high-level technical accuracy for diverse client portfolios. By aligning internal audit outsourcing with evolving regulatory standards, the Managing Director maintains rigorous compliance frameworks. This leadership role involves constant collaboration with the Financial Services practice group to optimize service delivery models. Sam Scherr drives revenue growth by identifying emerging market opportunities within the government health care consulting sector. Through meticulous oversight of professional service standards, the Managing Director secures long-term client retention. Scherr manages cross-functional teams to deliver tailored financial solutions, ensuring that every engagement meets the specific needs of midsized enterprises. By fostering a culture of analytical excellence, the Managing Director strengthens the firm's reputation for delivering actionable financial intelligence across the United States.
Thomas Barzee - Managing Director
Thomas Barzee, the Managing Director at CBIZ, architects the operational strategy for the firm's accounting and tax practice groups. Barzee focuses on scaling internal processes to support the growing demand for sophisticated financial advisory services among not-for-profit enterprises. Overseeing the integration of new tax technologies, the Managing Director ensures that the firm remains at the forefront of industry innovation. Thomas Barzee drives efficiency by streamlining workflows between regional offices, facilitating seamless service delivery across North American markets. This leadership role requires constant interaction with the National Practices group to synchronize hardware and networking solutions with financial consulting. By prioritizing client-centric service models, the Managing Director enhances the overall value proposition for small business owners. Barzee manages high-stakes advisory projects, ensuring that every deliverable aligns with the firm's commitment to professional excellence. Through strategic resource allocation, the Managing Director maintains the firm's competitive edge in the accounting sector.
Willem van der Berg - Managing Director
Willem van der Berg, the Managing Director at CBIZ, leads the firm's risk and advisory initiatives. Van der Berg oversees the development of comprehensive internal audit frameworks designed to mitigate operational risks for governmental entities. By implementing advanced valuation methodologies, the Managing Director ensures that clients receive precise financial insights for complex business decisions. Willem van der Berg drives the expansion of real estate consulting services, targeting growth in key regional markets. This leadership role involves coordinating with the Financial Services practice group to deliver integrated solutions that address multifaceted business challenges. Van der Berg manages the professional development of advisory teams, fostering expertise in litigation support and financial planning. Through the application of rigorous analytical standards, the Managing Director enhances the firm's capacity to serve diverse client needs. Van der Berg secures the firm's market position by consistently delivering high-impact advisory services that drive sustainable growth for all stakeholders.
Explore Leadership Teams in Accounting for Legal Practices
CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors.
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