CBIZ · 1 day ago
Senior Manager of Business Planning & Analysis
Cleveland, OH
Full-time
Hybrid
Senior Level
7+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Manager of BP&A is responsible for driving strategic financial planning, forecasting, and business performance analysis to support informed decision-making across the organization.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
Analyze financial results and pull insights out of the data throughout the business cycle. Be a key source for accurate information to aid in decision making throughout the business including senior management & board of directors
Design, generate, and communicate meaningful reporting and interpretive commentary, including both financial metrics and operating key performance indicators, for business units and corporate as a whole
Play a central role in the forecasting and annual planning processes for the entire business and ensure that financial plans are achievable, accurate, and contribute to company profit and growth objectives
Develop and maintain models to support key capital decisions, acquisitions, or other strategic & operational choices to aid in quality cash-oriented decisions
Assist in preparing schedules to support CFO activities, external SEC quarterly reporting, and key complex reserves at the company tied into periodic close process
Ownership of the company’s financial decision support tools, including budgeting/forecasting software, financial reporting tools, and various Excel models
Identify and manage to resolution various company financial and operational process improvements
Evaluate and analyze company decisions and make recommendations for profit improvement. Reconcile the actual impact of these decisions to past expectation and provide management narratives of findings
Prepare value added monthly management narratives on the financial results (including their meaning, reasons they deviated from expectations, actions required, and future implications) that are adequate for all levels of management. This includes periodic presentation of information to upper management
Ad-hoc analysis and special projects as often required, including systems implementations or conversions, company integrations, analysis of M&A targets, and other major process evolution and implementations
Qualification
Required
Bachelor's degree required; Master's degree preferred in Accounting, Finance or relevant field
7 years experience in public accounting or related field
5 years supervisory
Must have and preserve required licenses
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
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 business needs
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ 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
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
Company data provided by crunchbase