CBIZ
Strategic Financial Planning & Analytics Manager
CBIZ, Chicago, Illinois, United States, 60290
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
AV213
About our BusinessCBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential.With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.CBIZ has been honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.About our PracticeThe Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics.We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however our team members are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis.You will develop collaborative, lasting professional and personal relationships with clients and provide valuable services as a genuine trusted advisor.You will have the opportunity for substantial professional development.You will work in an environment and culture where your efforts matter to our team and clients.We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout.Promotions and career advancement are based on ability and talent, not tenure.Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule.We place significant emphasis on the value of personal time.If you're looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory.About the RoleThe Strategic FP&A team specializes in optimizing planning efforts, process design, and model development for middle-market companies. The Principal will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Principal will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives.ResponsibilitiesKey responsibilities include, but are not limited to:Provide core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies;Prepare core financial information, models and analyses relative to the engagement requirements/expectations;Communicate and interface with key stakeholders including both company management and private equity deal and operational teams;Support the development of actionable plans to achieve set expectations;Take ownership of the functional work, which could include budgeting/forecasting, financial and operational reporting;Manage internal and external resources to achieve project goals and develop FP&A deliverables.Preferred Qualifications5-10 years of experience in either Consulting/Advisory or Large company Corporate FP&A.Intermediate knowledge of BI Tools or Data Analytics.Strong working knowledge of finance/accounting concepts.Demonstrated ability to present and support accounting/finance concepts.Advanced proficiency in Excel.Strong business acumen and verbal/written communication.Minimum QualificationsBachelor's degree required.6 years of experience in related field.3 years of supervisory experience.Must have and preserve required licenses.Ability to manage all aspects of client engagements.Demonstrated ability to communicate verbally and in writing throughout all levels of organization.Proficient use of applicable technology.Must be able to travel based on client and business needs.
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Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
AV213
About our BusinessCBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential.With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.CBIZ has been honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.About our PracticeThe Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics.We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however our team members are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis.You will develop collaborative, lasting professional and personal relationships with clients and provide valuable services as a genuine trusted advisor.You will have the opportunity for substantial professional development.You will work in an environment and culture where your efforts matter to our team and clients.We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout.Promotions and career advancement are based on ability and talent, not tenure.Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule.We place significant emphasis on the value of personal time.If you're looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory.About the RoleThe Strategic FP&A team specializes in optimizing planning efforts, process design, and model development for middle-market companies. The Principal will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Principal will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives.ResponsibilitiesKey responsibilities include, but are not limited to:Provide core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies;Prepare core financial information, models and analyses relative to the engagement requirements/expectations;Communicate and interface with key stakeholders including both company management and private equity deal and operational teams;Support the development of actionable plans to achieve set expectations;Take ownership of the functional work, which could include budgeting/forecasting, financial and operational reporting;Manage internal and external resources to achieve project goals and develop FP&A deliverables.Preferred Qualifications5-10 years of experience in either Consulting/Advisory or Large company Corporate FP&A.Intermediate knowledge of BI Tools or Data Analytics.Strong working knowledge of finance/accounting concepts.Demonstrated ability to present and support accounting/finance concepts.Advanced proficiency in Excel.Strong business acumen and verbal/written communication.Minimum QualificationsBachelor's degree required.6 years of experience in related field.3 years of supervisory experience.Must have and preserve required licenses.Ability to manage all aspects of client engagements.Demonstrated ability to communicate verbally and in writing throughout all levels of organization.Proficient use of applicable technology.Must be able to travel based on client and business needs.
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