Strategic Financial Planning & Analytics Senior Associate (Remote)

CBIZ; Illinois; Remote; USD 80,000 - 115,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team in a role focused on financial reporting and strategic analysis for private equity-backed companies. This position offers the opportunity to work remotely from anywhere in the U.S., with a supportive environment that values work-life balance. The ideal candidate will have a Bachelor’s degree and strong communication skills, with the chance to advance based on merit. Join a company that prioritizes personal time and offers a comprehensive benefits package, including medical and dental insurance and education assistance. If you're looking for a role that combines flexibility with professional growth, this opportunity is perfect for you.

Benefits

Comprehensive benefits package

Medical insurance

Dental insurance

Retirement savings

Education assistance

Flexible work environment

Work-life balance

Maximum bonus payouts

Compensation increases

Qualifications

• Bachelor’s degree and at least 1 year of relevant experience required.
• Strong communication and teamwork skills are essential.

Responsibilities

• Assist in financial reporting and strategic analysis for private equity-backed companies.
• Take ownership of budgeting, forecasting, and profitability analysis.

Skills

Strong communication skills

Teamwork

Analytical skills

Education

Bachelor’s degree

Tools

BI Tools

Data Analytics

Excel

Job description

Employer Industry: Private Equity Advisory Services

Why Consider this Job Opportunity:

1. Salary up to $115,000
2. Comprehensive benefits package including medical and dental insurance, retirement savings, and education assistance
3. Opportunity for career advancement based on merit, not tenure
4. Flexibility to work remotely from anywhere in the U.S. with reduced travel requirements
5. Supportive work environment that values personal time and work-life balance
6. Consistent track record of maximum bonus payouts and compensation increases

What to Expect (Job Responsibilities):

1. Assist in the development of financial and operational reporting and strategic analysis for private equity-backed companies
2. Contribute to the design and implementation of reporting and forecasting models
3. Communicate and interface with key stakeholders, including C-suite and private equity teams
4. Support the development and deployment of actionable plans to meet expectations and communicate results
5. Take ownership of budgeting, forecasting, financial reporting, profitability analysis, and data management

What is Required (Qualifications):

1. Bachelor’s degree
2. Minimum of 1 year of relevant experience
3. Strong communication skills, both verbal and written, across all organizational levels
4. Ability to work effectively in a team environment
5. Proficient use of applicable technology

How to Stand Out (Preferred Qualifications):

1. 1-3 years of experience in consulting/advisory or corporate FP&A, preferably with middle-market private equity
2. Intermediate knowledge of BI Tools or Data Analytics
3. Advanced proficiency in Excel
4. Strong business acumen and ability to present finance concepts effectively