CBIZ
Strategic Financial Planning & Analytics Senior Associate (Remote)
CBIZ, Chicago, Illinois, United States, 60290
About our Business
CBIZ 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. We are
CBIZ Private Equity Advisory - Invested in You .
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 Nation
Top Workplaces USA
Top Workplaces - Financial Services Industry
Best and Brightest Companies in Wellness
Great Place to Work Certification
Together, 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 Practice
The 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 historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S.
You will develop collaborative, lasting professional and personal relationships with clients regardless of your level 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 .
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 .
We place significant emphasis on the value of personal time.
When times get tough, we get tougher - and we stand by our people.
While we want our people to stay with our firm for their entire careers, we are also realistic.
Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead.
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 Role
The Senior Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior 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.
Responsibilities
Key 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 (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables;
Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;
Take ownership of the functional work, which could include budgeting / forecasting, financial and operational reporting, profitability analysis, developing business processes and data management, etc.
Preferred Qualifications
3-8 years of experience in either:
Consulting/Advisory (preferably Big 4 or Big 3) with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology
Large company (preferably Fortune 500) Corporate FP&A or Sales/Ops Finance Analyst
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 accounting / finance concepts to drive analysis and decisions
Advanced proficiency in Excel (must be comfortable with advanced functions)
Strong business acumen and verbal / written communication
Minimum Qualifications
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
Must be able to travel based on client and business needs
In compliance with states that have an active pay transparency law.
The annual salary target for this job in this market is $95,000-$115,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
The application window is anticipated to close on or before September 30, 2024. We do encourage that you apply to this position as soon as possible.
#J-18808-Ljbffr
CBIZ 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. We are
CBIZ Private Equity Advisory - Invested in You .
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 Nation
Top Workplaces USA
Top Workplaces - Financial Services Industry
Best and Brightest Companies in Wellness
Great Place to Work Certification
Together, 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 Practice
The 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 historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S.
You will develop collaborative, lasting professional and personal relationships with clients regardless of your level 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 .
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 .
We place significant emphasis on the value of personal time.
When times get tough, we get tougher - and we stand by our people.
While we want our people to stay with our firm for their entire careers, we are also realistic.
Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead.
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 Role
The Senior Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior 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.
Responsibilities
Key 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 (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables;
Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;
Take ownership of the functional work, which could include budgeting / forecasting, financial and operational reporting, profitability analysis, developing business processes and data management, etc.
Preferred Qualifications
3-8 years of experience in either:
Consulting/Advisory (preferably Big 4 or Big 3) with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology
Large company (preferably Fortune 500) Corporate FP&A or Sales/Ops Finance Analyst
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 accounting / finance concepts to drive analysis and decisions
Advanced proficiency in Excel (must be comfortable with advanced functions)
Strong business acumen and verbal / written communication
Minimum Qualifications
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
Must be able to travel based on client and business needs
In compliance with states that have an active pay transparency law.
The annual salary target for this job in this market is $95,000-$115,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
The application window is anticipated to close on or before September 30, 2024. We do encourage that you apply to this position as soon as possible.
#J-18808-Ljbffr