[Hiring] Strategic Financial Planning & Analytics Associate @CBIZ

Role Description

The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting.

• Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies.
• Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities.
• Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements.
• Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead.
• Take ownership of functional work, which could include but is not limited to:
  • Budgeting / forecasting
  • Financial and operational reporting
  • Profitability analysis
  • Developing business processes
  • Data management

Qualifications

• 1-3 years of experience in either:
  • Consulting/Advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology
  • Corporate FP&A or Sales/Ops Finance Analyst, preferably with a middle-market private equity backed company
• Intermediate knowledge of BI Tools or Data Analytics
• Strong working knowledge of finance / accounting concepts such as financial statement mechanics
• Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting)
• Advanced proficiency in Excel
• Strong business acumen and verbal / written communication

Requirements

• Bachelor's degree
• 1 year of relevant experience
• Must be able to work in a team environment
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

Benefits

• Unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals.
• Promotions and career advancement are based on ability and talent, not tenure.
• Opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard.
• Significant emphasis on the value of personal time, with flexibility at work and opportunities to enjoy evenings and weekends.
• High retention during the pandemic, with regular compensation increases and substantial bonuses paid out throughout uncertain times.
• Commitment to advancing professional skills and career opportunities wherever they may lead.