200+ applicants

Company

Original Job Post

CBIZ Private Equity Advisory · 2 days ago

Strategic Financial Planning & Analytics Senior Associate

United States

Full-time

Remote

Mid Level

3+ years exp

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Hiring Manager

Claire Prado

Insider Connection @CBIZ Private Equity Advisory

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Provide core financial and operational reporting and strategic analysis in supporting decision-making for private equity backed companies

Prepare financial information, models, and analyses based on engagement requirements

Communicate and interface with key stakeholders including company management and private equity teams

Support the development and deployment of actionable plans to achieve set expectations

Take ownership of functional work such as budgeting, forecasting, profitability analysis, and data management

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

ConsultingAdvisoryFinance effectivenessOperationsAnalyticsPerformance improvementFinanceAccountingBi toolsData analyticsExcelBusiness acumenProblem-solvingHard-workingVerbal communicationWritten communicationPresentationAnalyticalTeamworkConsulting/AdvisoryBig Large CompanyFortune Corporate FP&ASales/Ops Finance AnalystExcelAdvanced FunctionsFinancial Statement MechanicsFinancial Statement Analysis

Required

3-8 years of experience in Consulting/Advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology

3 years of experience in related field

Bachelor’s degree required

Strong background in data and analytics

Solid foundation in finance and accounting

Intermediate knowledge of BI Tools or Data Analytics

Strong working knowledge of finance/accounting concepts

Demonstrated ability to present and support accounting/finance concepts

Advanced proficiency in Excel

Strong business acumen

Verbal/written communication skills

Presentation skills

Analytical skills

Proficient use of applicable technology

Ability to work in a team environment

Ability to travel based on client and business needs

Preferred

Experience in Consulting/Advisory (preferably Big 4 or Big 3)

Experience in Large company (preferably Fortune 500) Corporate FP&A or Sales/Ops Finance Analyst

Advanced proficiency in Excel with advanced functions

Experience with financial statement mechanics, financial statement analysis, financial ratio application, and budgeting/forecasting

Benefits

Flexible work schedule

Professional development opportunities

Autonomy in schedule

High retention rate during pandemic

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.

Founded in 2001

Philadelphia, Pennsylvania, USA

51-200 employees