Strategic Financial Planning & Analytics Senior Associate (Remote)

CBIZ; Chicago (IL); Remote; USD 95,000 - 115,000; Full time

Job summary

Join a dynamic and rapidly growing advisory team where your contributions truly matter. As a full-time Associate in the Strategic FP&A practice, you will play a key role in optimizing financial planning and analysis for private equity-backed companies. This position offers the chance to develop collaborative relationships with clients, implement strategic initiatives, and drive value through data analytics. With a focus on professional development and a merit-based advancement system, this role is perfect for someone looking to grow in a supportive and innovative environment. Enjoy flexibility, autonomy, and a comprehensive compensation package that values your time and contributions.

Benefits

Comprehensive Medical Insurance

Dental Insurance

Retirement Savings

Education Assistance

Flexible Work Hours

Qualifications

• 1-3 years of experience in consulting or finance.
• Strong background in data analytics and finance concepts.

Responsibilities

• Assist in financial reporting and strategic analysis.
• Develop forecasting models to support decision-making.

Skills

Data Analytics

Financial Analysis

Forecasting

Communication Skills

Excel Proficiency

Education

Bachelor's Degree

Tools

BI Tools

Excel

Job description

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Job Code:

AV205

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. Our clients are benefitted by additional scope and scale provided through CBIZ, which has over 120 offices and nearly 7,000 employees across North America, focused on providing top-level financial and employee focused professional services to organizations of all sizes.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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. 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 regardless of your level and provide valuable services as a genuine trusted advisor.
• You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences.
• You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients.
• 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 time.
• 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 which could include, but not limited 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, etc.
• If you are 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 Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The 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:
• 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

Preferred Qualifications

• 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

Minimum Qualifications

• 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 within all levels of an organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs
  
  

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 March 31, 2025. We do encourage that you apply to this position as soon as possible.

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