CBIZ Advisory Services ยท 1 hour ago
Strategic Financial Planning & Analysis Manager (Remote)
United States
Full-time
Remote
Senior Level
6+ years expCBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Strategic FP&A team specializes in optimizing planning efforts, process design, and model development for middle-market companies, supporting clients by implementing strategic FP&A initiatives and facilitating decision-making through forecasting models and analytics.
Accounting
Hiring Manager
Claire Prado
Responsibilities
Manage resources (both internal and external) and the planning, execution and transition of FP&A deliverables to achieve project goals
Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies
Design and implement 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 Director
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
With the support and guidance from the Project Director, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication
Qualification
Required
Bachelor's degree required
6 years of experience in related field
3 years of supervisory experience
Must have and preserve required licenses
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs
Preferred
6-10 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
Upside in compensation when our practice exceeds its annual financial goals
Merit-based promotions
Flexibility at work
Opportunities to enjoy evenings and weekends
Time off
Company
CBIZ Advisory Services
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
10001+ employees
H1B Sponsorship
CBIZ Advisory Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
Company data provided by crunchbase