Strategic Financial Planning & Analytics Associate

Summary

CBIZ is a professional services advisor providing accounting, tax, advisory, benefits, insurance, and technology services. The Associate will support the growth of the Strategic FP&A practice by implementing strategic financial planning initiatives for private equity-backed companies, developing forecasting and reporting models, and using data analytics to support decision-making and value creation.

Responsibilities

• 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

Skills

• 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
• 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

Qualifications

Must Haves

• 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

Nice to Haves

• 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

Benefits

• Remote/virtual work from anywhere in the U.S., provided a willingness to travel on-site to various client locations on an as-needed basis.
• Substantial professional development opportunities.
• Unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when the practice exceeds its annual financial goals.
• Merit-based promotions and career advancement 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.
• Flexibility at work, opportunities to enjoy evenings and weekends, and the ability to disconnect for holidays and time off.
• Regular cycle of compensation increases and substantially full bonuses paid throughout the pandemic.
• Advancement of professional skills and career opportunities, including potential progression to a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm.