Current jobs related to Financial Planning and Analysis Associate - Philadelphia - Cbiz Private Equity Advisory
-
Financial Planning and Analysis Specialist
2 days ago
Philadelphia, Pennsylvania, United States Aramark Full timeJob DescriptionThe Financial Analyst will partner with various Finance Teams to provide financial support and oversight to lines of business, supporting companywide financial planning and analysis activities. This role will support Finance leadership and the line of business with financial analysis, reporting, and explanations. Additionally, this position...
-
Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full timeAbout Our PracticeCBIZ Private Equity Advisory is a leading provider of private equity advisory services, dedicated to helping private equity groups and their portfolio companies achieve success through strategic financial planning and analysis.Our team of experts specializes in optimizing business planning efforts and model development for middle-market...
-
Director of Financial Planning and Analysis
2 weeks ago
Philadelphia, Pennsylvania, United States Almo Full timeJob SummaryThis role is responsible for providing strategic financial insights and recommendations to senior management, driving improvements to the financial planning and analysis function, and leading the development of financial models and forecasts.Key ResponsibilitiesDevelop and maintain accurate and detailed financial forecasts, including revenue,...
-
Financial Planning and Analysis Specialist
1 week ago
Philadelphia, Pennsylvania, United States Aramark Full timeJob SummaryThe Financial Planning and Analysis Specialist will partner with various Finance Teams to provide financial support and oversight to lines of business. This role will support Finance leadership and the line of business with financial analysis, reporting, and explanations. The individual will also develop ad-hoc financial analyses and reports to...
-
Philadelphia, Pennsylvania, United States Avantor Full timeThe Opportunity:At Avantor, our success is driven by talented individuals who enable our global performance. Our Operations, Lab Services, Sales, and other teams rely on our talent acquisition initiatives to attract and hire the right talent. The Financial Planning and Analysis (FP&A) vertical is a crucial part of this mix, empowering our internal teams...
-
Financial Planning and Analysis Specialist
3 days ago
Philadelphia, Pennsylvania, United States Perpay - Career's Page Full timeAbout Perpay:We're a financial technology company dedicated to building simple and inclusive financial products that help our members create healthy financial habits and achieve economic stability.Our Mission:We believe everyone deserves a chance to improve their financial future. Our team is passionate about creating innovative solutions that make a real...
-
Financial Planning and Analysis Director
4 weeks ago
Philadelphia, Pennsylvania, United States Almo Full timeJob SummaryThis is a challenging and rewarding opportunity to join Almo as a Director of Financial Planning and Analysis. As a key member of the finance team, you will be responsible for providing strategic financial insights and recommendations to senior management to drive business growth and improvement. Key Responsibilities:Develop and maintain accurate...
-
Director - Financial Planning & Analysis
3 months ago
Philadelphia, United States Almo Full timeJob DetailsJob Location Philadelphia, PA - Philadelphia, PA DescriptionPosition Summary: This position is responsible for providing insights and recommendations to Senior Management into the performance of the business, significant trends, competitor analysis and key performance indicators and leading improvements to the overall financial planning and...
-
Senior Financial Analyst
7 days ago
Philadelphia, Pennsylvania, United States Access Holdings Full timeSenior Financial Analyst - Financial Planning and AnalysisAccess Holdings Management Company LLC is a middle-market investment firm with over $2.8 billion in assets under management. We are seeking a Senior Financial Analyst to support our finance team in conducting detailed financial analysis, preparing reports, and contributing to budgeting and forecasting...
-
Financial Planning and Analysis Director
1 week ago
Philadelphia, Pennsylvania, United States Jobot Full timeJob Title: Financial Planning and Analysis DirectorJobot is seeking an experienced and dynamic individual to take on the role of Director, FP&A. This is a unique opportunity to be part of a forward-thinking team, where you will be responsible for leading the financial planning and analysis function.Key Responsibilities:Oversee all aspects of property and...
-
Philadelphia, Pennsylvania, United States Accounting & Technology Solutions Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at Accounting & Technology Solutions.This is a key leadership role that will drive financial planning, analysis, and reporting to support business growth and decision-making.The ideal candidate will have a strong background in finance, excellent...
-
Philadelphia, Pennsylvania, United States Michael Page Full timeJob SummaryAs a Sr. Financial Analyst at Michael Page, you will play a key role in driving business growth and success through strategic financial planning and analysis. This exciting opportunity will challenge you to utilize your analytical skills, business acumen, and technical expertise to inform key business decisions and drive process improvements.Key...
-
Financial Planning and Analysis Specialist
4 weeks ago
Philadelphia, Pennsylvania, United States ICONMA Full timeJob DescriptionRequirementsBachelor's Degree in Accounting or Finance or related discipline.3-5 years of FP&A experience.Strong background in financial planning and business analytics.Experience with an ERP system.ResponsibilitiesDevelop and maintain financial models and forecasts.Provide financial analysis and insights to support business...
-
Financial Planning and Analysis Manager
4 weeks ago
Philadelphia, Pennsylvania, United States HouseWorks Home Care Full timeJob Summary:The Divisional Finance Lead for our Pennsylvania Operations will play a pivotal role in driving business growth and profitability by providing analytical support to senior leadership. This position will oversee financial planning and reporting, capital budgeting, and identify opportunities for improvement.Key Responsibilities:Partner with senior...
-
Financial Planning and Analysis Manager
4 weeks ago
Philadelphia, Pennsylvania, United States HouseWorks Home Care Full timeJob Summary:The Divisional Finance Lead for HouseWorks Home Care will serve as the key analytical partner to the Senior Leadership Team, providing dedicated support to drive business growth and profitability. This role will play a critical part in extracting key insights to inform executive decision-making, leveraging financial expertise to steer the...
-
Financial Planning and Analysis Director
1 month ago
Philadelphia, Pennsylvania, United States Jobot Full timeJob SummaryWe are seeking an experienced and dynamic individual to take on the role of Director, FP&A. This is a unique opportunity to be part of a forward-thinking team, where you will be responsible for leading the financial planning and analysis function.Key ResponsibilitiesOversee all aspects of property and casualty insurance accounting, ensuring...
-
Philadelphia, Pennsylvania, United States ManpowerGroup Full timeJob Title: Vice President of Financial Planning and AnalysisWe are seeking a highly skilled and experienced Vice President of Financial Planning and Analysis to join our team at ManpowerGroup. As a key member of our leadership team, you will be responsible for providing strategic financial planning and analysis to support business growth and...
-
Philadelphia, Pennsylvania, United States Comcast Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team at Comcast. This role will be responsible for providing complex economic evaluation and planning support to corporate planning and quality control of justification for capital expenditures.Key Responsibilities* Assist in the development of strategic...
-
Philadelphia, Pennsylvania, United States IntegriChain Full timeJob Title: Vice President, Financial Planning & AnalysisIntegriChain is seeking a visionary and strategic leader to join our team as the Vice President, Financial Planning & Analysis (FP&A). In this critical role, reporting directly to the CFO, you will shape the future of our finance function and drive IntegriChain's overall performance.Key...
-
Philadelphia, Pennsylvania, United States Comcast Corporation Full timeAbout Comcast CorporationWe are a leading media and technology company that drives innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines.Job SummaryWe are seeking...
Financial Planning and Analysis Associate
3 months ago
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.
Our clients are benefitted by additional scope and scale provided through CBIZ, which has over 100 offices and nearly 5,000 employees across North America, focused on providing top-level financial and employee focused professional services to organizations of all sizes.
CBIZ has been honored to be the recipient of several national recognitions:
CBIZ has been honored to be the recipient of several national recognitions:
CBIZ has been honored to be the recipient of several national recognitions:
- 2023 Best and Brightest Companies to Work for in the Nation
- 2023 Top Workplaces USA
- 2023 Financial Services Industries - Top Places to Work
Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.
About our Practice
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.
- We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis.
- You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor.
- You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences.
- You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients.
- We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals.
- Promotions and career advancement are based on ability and talent, not tenure our merit-based promotions provide opportunity to accelerate your career trajectory.
- Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard allowing our people to better plan their work activities and personal lives.
We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team members professional engagement and personal well-being.
When times get tough, we get tougher and we stand by our people. We had extremely high retention during the pandemic and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time.
While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc.
If you're looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory.
About the Role
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.
Responsibilities
Key responsibilities include, but are not limited to:
- 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.;
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
- 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
Qualifications Required
- Bachelors 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
by Jobble
