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Senior Financial Planning Associate
2 months ago
About CBIZ Private Equity Advisory
We 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 strategic evaluation are encouraged to consider this opportunity.
Role Overview
The Senior Associate will be instrumental in delivering financial and operational insights, aiding in decision-making processes, and enabling proactive planning. Key responsibilities encompass the development of financial models, data analysis, and close collaboration with stakeholders to meet established objectives.
Preferred Qualifications
- 3-8 years of experience in consulting or corporate finance
- Intermediate proficiency in Business Intelligence Tools and Data Analytics
- Strong command of Excel and financial principles
- Exceptional communication abilities and business insight
Minimum Qualifications
- Bachelor's degree is mandatory
- A minimum of 3 years of relevant experience
- Capability to function effectively in a team setting
- Robust analytical and presentation skills
- Willingness to travel as required by business needs
If you are seeking a challenging and fulfilling career opportunity in a supportive environment, consider the role of Senior Associate at CBIZ Private Equity Advisory. We prioritize professional growth, work-life balance, and a collaborative culture.
