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Senior Finance Associate

CB Partners, LLC

We are partnering with a stable, well-established organization seeking an FP&A Associate to join its finance team. This role will support financial planning, forecasting, reporting, and strategic analysis across a complex, multi-entity environment. The FP&A Associate will work closely with finance leadership and internal stakeholders to develop financial models, analyze performance, improve reporting, and provide actionable insights that support business decisions. Advanced hands-on experience with Solver’s FP&A and corporate performance management software platform and Power BI is required. Experience with the Microsoft Excel Solver add-in alone does not meet this requirement. Key Responsibilities Support annual budgeting, forecasting, and long-range planning processes Build, maintain, and enhance financial models using Solver FP&A software platform Use Solver to consolidate financial and operational data from multiple entities, systems, and data sources Develop and maintain Power BI dashboards, visualizations, and reporting tools Prepare recurring management reports, executive presentations, and financial analyses Analyze actual results against budgets, forecasts, and prior periods Identify key performance drivers and clearly explain significant variances Partner with accounting, finance, and operational stakeholders to improve forecast accuracy and reporting Develop scenario and sensitivity analyses to support strategic decisions Track financial and operational metrics and identify trends, risks, and opportunities Assist with cash flow forecasting, liquidity analysis, and capital planning Improve the organization’s use of Solver and Power BI to strengthen reporting efficiency, data visibility, and forecast accuracy Support ad hoc analysis and special projects for finance leadership Required Qualifications Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field Relevant experience in FP&A, financial analysis, corporate finance, or a similar analytical role Hands-on experience with the Solver corporate performance management and FP&A platform, including budgeting, forecasting, reporting, financial modeling, and data consolidation Strong experience with Power BI, including developing dashboards, creating visualizations, and integrating multiple data sources Advanced Microsoft Excel and financial modeling skills Experience preparing budgets, forecasts, variance analyses, and management reporting Ability to interpret complex financial information and communicate findings clearly Strong attention to detail and commitment to data accuracy Ability to manage multiple priorities in a collaborative environment Preferred Qualifications Experience working within a complex or multi-entity organization Experience consolidating and analyzing financial information across multiple business units or entities Experience improving financial systems, reporting processes, or business intelligence capabilities Ideal Candidate The ideal candidate is intellectually curious, highly analytical, and comfortable working with complex financial and operational data. This person should be able to move beyond reporting historical results to identify meaningful trends, explain business drivers, and provide insights that improve decision-making. They will be collaborative, discreet, detail-oriented, and interested in growing with a stable organization. #J-18808-Ljbffr CB Partners, LLC

Vacancy posted 3 days ago
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