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Senior Financial Planning Associate
2 months ago
Overview of the Position
We 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 finance background and a keen interest in strategic financial analysis are encouraged to consider this opportunity.
Key Responsibilities
The Senior Associate will be instrumental in delivering financial and operational insights, aiding in informed decision-making, and fostering proactive financial planning. Key duties will include:
- Developing and refining 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 abilities and business insight
Minimum Qualifications
- Bachelor's degree in a relevant field
- A minimum of 3 years of related professional 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 within a supportive framework, consider the potential of contributing to our team at CBIZ Private Equity Advisory. We prioritize professional growth, work-life balance, and a culture of collaboration.
