200+ applicants

Company

CBIZ Private Equity Advisory · 18 hours ago

Strategic Financial Planning and Analysis Associate (Remote)

Greater Chicago Area

Full-time

Remote

Entry Level

1+ years exp

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Hiring Manager

Claire Prado

Insider Connection @CBIZ Private Equity Advisory

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Responsibilities

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Data AnalyticsFinancial ReportingForecasting ModelsExcel ProficiencyFinance/Accounting ConceptsBusiness AcumenVerbal CommunicationProficient Technology UseWritten CommunicationTeam Collaboration

Required

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

Preferred

1-3 years of experience in either 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 / 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

Benefits

Unique and comprehensive compensation package

Maximum bonus payout

Flexibility at work

Opportunities to enjoy evenings and weekends

Time off

Regular cycle of compensation increases

Paid out substantially full bonuses

Company

CBIZ Private Equity Advisory

CBIZ Private Equity Advisory is the premier transaction, transition, and transformation solutions partner for middle-market private equity firms and their operating companies.

Founded in 2001

Philadelphia, Pennsylvania, USA

51-200 employees