Senior Financial Planning Associate

2 weeks ago


Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

Position Overview

We are in search of a skilled Senior Associate to enhance our Strategic Financial Planning and Analysis (FP&A) practice at CBIZ Private Equity Advisory. This full-time role focuses on collaborating with private equity-backed enterprises to generate value through comprehensive data analysis and insights. Candidates with a strong finance background and a keen 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 processes, and promoting proactive financial planning. Key duties include:

  • Developing and maintaining financial models
  • Conducting thorough data analysis
  • Collaborating with various stakeholders to meet established objectives

Preferred Qualifications

  • 3-8 years of experience in financial consulting or corporate finance
  • Intermediate proficiency in Business Intelligence (BI) tools and data analytics
  • Strong command of Excel and financial principles
  • Exceptional communication skills and business insight

Minimum Qualifications

  • Bachelor's degree in a relevant field
  • 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.



  • Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    About the PositionWe are in search of a skilled Senior Associate to enhance our Strategic Financial Planning and Analysis (FP&A) practice at CBIZ Private Equity Advisory. This full-time role focuses on collaborating with companies backed by private equity to optimize value through insightful data analysis and strategic insights. Candidates with a strong...


  • Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    About CBIZ Private Equity AdvisoryWe are in search of a skilled Senior Associate to enhance our Strategic Financial Planning and Analysis (FP&A) team. This full-time role requires collaboration with companies supported by private equity to optimize value through insightful data and analytics. Candidates with a finance background and a keen interest in...


  • Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    Overview of the PositionWe 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 supported by private equity to maximize value through insightful data analysis and strategic financial insights. Candidates...


  • Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    Overview of the PositionWe are in search of a dedicated Senior Associate to enhance our Strategic Financial Planning and Analysis (FP&A) team at CBIZ Private Equity Advisory. This full-time role focuses on collaborating with companies supported by private equity to unlock value through comprehensive data insights and analytics. Candidates with a strong...


  • Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    Position OverviewWe 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...


  • Philadelphia, Pennsylvania, United States Access Holdings Full time

    About Access HoldingsAccess Holdings Management Company LLC is a leading middle-market investment firm with a strong presence in the financial industry. With over $2.8 billion in assets under management, we provide direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America.Job SummaryWe are...


  • Philadelphia, Pennsylvania, United States Michael Page Full time

    About Our CompanyMichael Page is a leading firm in the chemical sector, dedicated to delivering innovative solutions and exceptional service.Job SummaryWe are seeking a skilled and experienced Senior Financial Analyst to join our team. As a Senior Financial Planning and Analysis Expert, you will play a critical role in driving business growth and success...


  • Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleAs a key member of SDI Inc.'s financial leadership team, the Director of Financial Planning and Analysis will play a crucial role in leading all financial planning and analysis activities across the company. This includes leading the Annual Operating Plan (AOP) process, periodic forecasting, and business analysis activities.Key...


  • Philadelphia, Pennsylvania, United States Comcast Full time

    Job OverviewComcast, a leader in media and technology, is committed to innovation and excellence in providing premier entertainment and online experiences. As a prominent Fortune 50 company, we offer diverse career opportunities across various sectors and locations. Our dynamic workforce is at the forefront of transformation, bringing innovative products and...


  • Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full time

    Reference #: Req-6536Job DescriptionEisnerAmper is seeking our next Head of Financial Planning & Analysis (FP&A). This highly visible leadership position has ownership of deliverables for the financial and operational drivers of the Company. The incumbent will lead a team of highly effective and driven Managers of planning and analysis who identify and...


  • Philadelphia, Pennsylvania, United States Comoto Full time

    Senior Financial Accountant Opportunity at Comoto HoldingsThe Accounting & Finance Division at Comoto is in search of a dedicated Senior Financial Accountant to enhance their team. The successful applicant will be tasked with ensuring precise and timely financial documentation for the organization. This position reports directly to the Senior Manager of...


  • Philadelphia, Pennsylvania, United States Equitable Advisors Full time

    Position: Retirement Benefits Group (RBG) Financial ProfessionalEquitable Advisors is on the lookout for a dedicated RBG Financial Professional who will concentrate on delivering financial solutions and services tailored for educators and municipal employees. This entry-level role presents avenues for both personal and professional advancement.Education: A...


  • Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team at SDI Inc. As a key member of our financial leadership team, you will play a critical role in helping us drive business growth and profitability.Key ResponsibilitiesLead and direct the company's annual budgeting and planning process,...


  • Philadelphia, Pennsylvania, United States Capital One Financial Corp Full time

    Location: United States of AmericaPosition: Senior Financial Analyst - US Card - Mainstreet FinanceCompany Overview: Capital One is on the lookout for a dedicated professional to fill the role of Senior Financial Analyst within our Card Finance team. This position offers the chance to collaborate with a dynamic finance group that supports our Mainstreet...


  • Philadelphia, Pennsylvania, United States The Vertex Companies, LLC Full time

    Job DescriptionCompany OverviewThe Vertex Companies, LLC (VERTEX) stands as a premier multidisciplinary engineering and consulting firm, delivering expert forensic consulting, engineering design, construction management, claims and dispute resolution, as well as environmental solutions tailored for insurance carriers, sureties, law firms, real estate owners,...


  • Philadelphia, Pennsylvania, United States firstPRO, Inc Full time

    Chief Financial Planning Officer - Health Insurance SectorThe Chief Financial Planning Officer will be an integral part of a prominent organization within the health insurance sector, recognized for its substantial revenue and commitment to employee satisfaction. This role involves overseeing the establishment of strategic financial planning and analysis...


  • Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Director to join our team at SDI Inc. As a key member of our financial leadership team, you will play a critical role in helping to lead all financial planning and analysis activities across the company.Key ResponsibilitiesLead and direct the company's annual...


  • Philadelphia, Pennsylvania, United States Comcast Full time

    Job OverviewAs a pivotal member of the Financial Planning team at Comcast, you will engage in intricate economic assessments and strategic planning initiatives to enhance corporate operations and ensure the integrity of capital expenditure justifications. Your expertise will provide essential financial analysis support to departmental leaders, contributing...


  • Philadelphia, Pennsylvania, United States Comcast Full time

    Position OverviewAs a key player in the financial planning domain, you will engage in intricate economic assessments and strategic planning activities to bolster corporate objectives and ensure the integrity of capital expenditure justifications. Your role will involve providing comprehensive financial analysis support to departmental leaders and...


  • Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Director to join our team at SDI Inc. As a key member of our financial leadership team, you will play a critical role in helping to lead all financial planning and analysis activities across the company.Key ResponsibilitiesLead and direct the company's annual...