CBIZ · 3 weeks ago
Strategic Financial Planning & Analytics Senior Manager
United States
Full-time
Remote
Senior Level
7+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Principal will support private equity backed portfolio companies by implementing strategic FP&A initiatives and facilitating proactive decision-making through forecasting models and data analytics.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
Provide core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies
Prepare core financial information, models and analyses relative to the engagement requirements/expectations
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 workstream activities and deliverables
Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead
Take ownership of the functional work, which could include budgeting / forecasting, financial and operational reporting, profitability analysis, developing business processes and data management, etc
With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication
Manage internal and external resources to achieve project goals and develop FP&A deliverables
Qualification
Required
Bachelor's degree required
7 years of experience in 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
Preferred
7-10 years of experience in either: Consulting/Advisory (preferably Big 4 or Big 3) with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology or Large company (preferably Fortune 500) Corporate FP&A or Sales/Ops Finance Analyst
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 accounting / finance concepts to drive analysis and decisions (e.g. financial statement analysis, financial ratio application, and budgeting / forecasting)
Advanced proficiency in Excel (must be comfortable with advanced functions, such as MATCH, array functions, and nested logic)
Strong business acumen and verbal / written communication
Benefits
A unique and comprehensive compensation package
Maximum bonus payout
Upside in compensation when our practice exceeds its annual financial goals
Flexibility at work
Opportunities to enjoy evenings and weekends
Time off is critical to each team member’s professional engagement and personal well-being
Regular cycle of compensation increases
Paid out substantially full bonuses to our team members
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