CBIZ Advisory Services
Strategic Financial Planning and Analysis Associate (Remote)
CBIZ Advisory Services, Chicago, Illinois, United States, 60290
Strategic Financial Planning and Analysis Associate (Remote)
CBIZ Private Equity Advisory is seeking a Strategic FP&A Associate to support private equity backed portfolio companies with strategic FP&A initiatives, forecasting models, and data analytics. The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. Responsibilities
Assist in development of core financial and operational reporting and strategic analysis to support decision-making for fast-growing private equity backed companies Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities Interface with key stakeholders including company management (including C-suite) and private equity deal and operational teams to plan, manage, and execute engagements Support development and deployment of actionable plans to achieve set expectations, and communicate results to stakeholders and the Project Lead Take ownership of functional work including budgeting/forecasting, financial and operational reporting, profitability analysis, business processes, and data management Preferred Qualifications
1-3 years of experience in 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 and accounting concepts such as financial statement mechanics Ability to present and support finance concepts to drive analysis and decisions Advanced proficiency in Excel Strong business acumen and verbal/written communication Minimum Qualifications
1 year of relevant experience Ability to work in a team environment Strong verbal and written communication skills across all levels Proficient use of applicable technology Willingness and ability to travel based on client and business needs
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CBIZ Private Equity Advisory is seeking a Strategic FP&A Associate to support private equity backed portfolio companies with strategic FP&A initiatives, forecasting models, and data analytics. The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. Responsibilities
Assist in development of core financial and operational reporting and strategic analysis to support decision-making for fast-growing private equity backed companies Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities Interface with key stakeholders including company management (including C-suite) and private equity deal and operational teams to plan, manage, and execute engagements Support development and deployment of actionable plans to achieve set expectations, and communicate results to stakeholders and the Project Lead Take ownership of functional work including budgeting/forecasting, financial and operational reporting, profitability analysis, business processes, and data management Preferred Qualifications
1-3 years of experience in 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 and accounting concepts such as financial statement mechanics Ability to present and support finance concepts to drive analysis and decisions Advanced proficiency in Excel Strong business acumen and verbal/written communication Minimum Qualifications
1 year of relevant experience Ability to work in a team environment Strong verbal and written communication skills across all levels Proficient use of applicable technology Willingness and ability to travel based on client and business needs
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