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Senior Financial Planning Associate
2 months ago
Position Overview
We are looking for a skilled Senior Associate to enhance our Strategic Financial Planning and Analysis (FP&A) practice at CBIZ Private Equity Advisory. This full-time role requires collaboration with companies backed by private equity to leverage data and analytics for value creation. Candidates with a finance background and a strong interest in strategic evaluation are encouraged to apply.
Key Responsibilities
The Senior Associate will be instrumental in delivering financial and operational insights, aiding in decision-making, and driving proactive planning initiatives. Key duties include:
- Developing and maintaining financial models
- Conducting comprehensive data analysis
- Collaborating with stakeholders to meet established objectives
Preferred Qualifications
- 3-8 years of experience in consulting or corporate finance
- Intermediate proficiency in Business Intelligence (BI) tools and data analytics
- Strong Excel skills and a solid understanding of financial principles
- Exceptional communication abilities and business insight
Minimum Qualifications
- Bachelor's degree is mandatory
- A minimum of 3 years of relevant experience
- Ability to thrive in a collaborative team setting
- Strong analytical and presentation capabilities
- Willingness to travel as required by business needs
If you are seeking a fulfilling opportunity to advance your career in a supportive and dynamic environment, consider this role at CBIZ Private Equity Advisory. We prioritize professional growth, work-life balance, and a collaborative culture.
