CBIZ ยท 3 weeks ago
Strategic Financial Planning & Analytics Senior Associate
United States
Full-time
Remote
Mid Level
3+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Strategic Financial Planning & Analytics Senior Associate will support clients by implementing strategic FP&A initiatives, facilitating proactive decision making through forecasting models, and driving value with data and analytics during transactions and transitions.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
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
Required
Bachelor's degree required
3 years of experience in related field
Must be able to work in a team environment
Presentation skills mandatory
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
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 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
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
Regular cycle of compensation increases
Paid out substantially full bonuses
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