Strategic Financial Planning Expert
1 month ago
CBIZ Private Equity Advisory is a dedicated private equity advisory practice that provides consulting services and solutions to private equity groups and their portfolio companies. Our team is focused on delivering high-quality services and solutions that drive business growth and profitability.
About Our PracticeThe 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. We work closely with clients to understand their unique needs and develop tailored solutions that drive business success.
Responsibilities- Assist in the development of core financial and operational reporting and strategic analysis to support decision-making for private equity-backed companies.
- Contribute to the design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities.
- Communicate and interface with key stakeholders, including company management and private equity deal and operational teams, to actively plan, manage, and execute on engagements.
- Support the development and deployment of actionable plans to achieve set expectations and communicate results consistently to key stakeholders and the Project Lead.
- 1-3 years of experience in consulting or advisory with a focus on finance effectiveness, strategy, and operations, analytics, performance improvement, or technology.
- 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 finance concepts to drive analysis and decisions.
- Advanced proficiency in Excel.
- Strong business acumen and verbal/written communication skills.
- Bachelor's degree.
- 1 year of relevant experience.
- Ability to work in a team environment.
- Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally.
- Proficient use of applicable technology.
- Ability to travel based on client and business needs.
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