Strategic Financial Planning & Analytics Associate

Associate, Strategic FP&A

CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are CBIZ Private Equity Advisory Invested in You.

The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics.

The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting.

Key responsibilities include but are not limited to:

• 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

Preferred Qualifications:

• 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

Minimum Qualifications:

• Bachelor's degree
• 1 year of relevant experience
• Must be able to work in a team environment
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs