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Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
Not establishedNo board position is currently listed on this profile
Committee roles
Not establishedNo committee role is currently confirmed by the cited sources
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Has served as CFO of CBIZ since March 2025, previously serving as Executive Vice President and CFO of OPENLANE, Inc. Prior to that, held VP Finance and treasury roles at Goodyear and Andeavor.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Executive appointments

Governance

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Committee appointments across companies · Temporarily unavailable

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Connections

Explore the roles, education and affiliations published in this record.

CBIZ, Inc.

Open CBIZ, Inc. profile →

Chief Financial Officer at CBIZ, Inc.

Start not stated → End not stated

current · source reported

Observed: 2026-09-25

CBIZ, Inc.CBIZ, Inc.Brad Lakhia

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Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

  • CBIZ, Inc.

    Chief Financial Officer

    Verified public fact

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

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Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec Def 14aPublic profile sourceSupports Chief Financial Officer at CBIZ, Inc. (NYSE: CBZ).Open sourceSource 2 · Sec FilingCBZ 10-K executive officersSupports AI and ML experience, Cybersecurity experience, Executive company, Executive title, Technology background.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:brad-lakhia-cbz
Record version
public-0

Published evidence records

3 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.

  1. Open source

    sec def 14a · Source published: Apr 2, 2026 · Retrieved: Sep 6, 2026

    Supports 1 claim
    • Professional Role: Chief Financial Officer at CBIZ, Inc. · Claim reviewed: Sep 6, 2026

  2. CBZ 10-K executive officers

    sec filing · Source published: Feb 26, 2026 · Retrieved: May 15, 2026

    Supports 5 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 15, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 15, 2026
    • Executive company: Executive at CBIZ, Inc. · Claim reviewed: May 15, 2026
    • Executive title: Executive title: Chief Financial Officer · Claim reviewed: May 15, 2026
    • Technology background: Technology background: not identified in the cited filing · Claim reviewed: May 15, 2026

  3. CBZ executive roster source

    sec filing · Source published: Date unavailable · Retrieved: May 3, 2026

    Supports 5 claims
    • AI expertise: AI expertise: not identified in the cited filing · Claim reviewed: May 3, 2026
    • AI governance relevance: AI governance relevance: not identified in the cited filing · Claim reviewed: May 3, 2026
    • Executive company: Executive at CBIZ, Inc. · Claim reviewed: May 15, 2026
    • Executive function: Finance Controls (CFO) · Claim reviewed: May 3, 2026
    • Executive title: Executive title: Chief Financial Officer · Claim reviewed: May 15, 2026

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · Source reportedAI and ML experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

AI expertise · Source reportedAI expertise: not identified in the cited filing1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 3, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

AI governance relevance · Source reportedAI governance relevance: not identified in the cited filing1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 3, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Cybersecurity experience · Source reportedCybersecurity experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Executive company · CorroboratedExecutive at CBIZ, Inc.Supported by 2 public records2 sources
Verification
Corroborated
Confidence
94%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Executive function · Source reportedFinance Controls (CFO)1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 3, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Executive title · CorroboratedExecutive title: Chief Financial OfficerSupported by 2 public records2 sources
Verification
Corroborated
Confidence
94%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Technology background · Source reportedTechnology background: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

View all sources3 records
  1. https://www.sec.gov/Archives/edgar/data/944148/000119312526140188/d77663ddef14a.htm

    Sec Def 14a · Tier not stated · Reviewed Sep 6, 2026

    Supports: Chief Financial Officer at CBIZ, Inc. (NYSE: CBZ)

  2. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

    Supports: AI and ML experience · Cybersecurity experience · Executive company · Executive title · Technology background

  3. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

    Supports: AI expertise · AI governance relevance · Executive company · Executive function · Executive title