[Remote] Strategic Financial Planning & Analysis Senior Associate (Remote)

Note: The job is a remote job and is open to candidates in USA. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Associate will support clients by implementing strategic FP&A initiatives, facilitating decision-making through forecasting models, and driving value with data and analytics.

Responsibilities

• Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies
• Design and implement 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 required
• 3 years of experience in related field
• Must be able to work in a team environment
• Presentation skills mandatory
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Must be able to travel based on client and business needs
• 3-6 years of experience in either consulting/advisory with a focus on finance strategy and operations, analytics, technology or performance improvement OR corporate FP&A/financial 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

• We offer a 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 – our merit-based promotions provide opportunity to accelerate your career trajectory.
• Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard – allowing our people to better plan their work activities and personal lives.
• We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member’s professional engagement and personal well-being.
• When times get tough, we get tougher – and we stand by our people. We had extremely high retention during the pandemic – and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain times.
• You will have the opportunity for substantial professional development.
• Promotions and career advancement are based on ability and talent, not tenure – our merit-based promotions provide opportunity to accelerate your career trajectory.

Company Overview

Company H1B Sponsorship