CBIZ Private Equity Advisory · 1 day ago
Strategic Financial Planning & Analysis Senior Associate (Remote)
United States
Full-time
Remote
Entry Level
3+ years exp
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Hiring Manager
Claire Prado
Insider Connection @CBIZ Private Equity Advisory
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Responsibilities
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 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
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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
3-6 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
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.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2017-06-08Acquired
Leadership Team
David Arney, MBA
Interim Chief Financial Officer - Uptempo - Marketing Technology Software
Elizabeth Fishman
CFO/VP of Operations
Company data provided by crunchbase
