Strategic Financial Planning Expert

1 month ago


Chicago, Illinois, United States CBIZ Full time
About Our Business

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 Practice

The 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.
Preferred Qualifications
  • 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.
Minimum Qualifications
  • 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.


  • Chicago, Illinois, United States Wolcott College Prep Full time

    Job Title: Chief Financial OfficerReports to: Head of SchoolThe Exceptional OpportunityWolcott College Preparatory High School in Chicago seeks an inspiring Chief Financial Officer to lead our financial and operational strategy. The Chief Financial Officer reports directly to the Head of School and is an integral member of the senior administrative...


  • Chicago, Illinois, United States 24 Seven Talent Full time

    Job Title: Senior Strategic PlannerJob Description:We are seeking a highly skilled Senior Strategic Planner to join our team at 24 Seven Talent. As a Senior Strategic Planner, you will be responsible for helping create, concept, and complete strategies, programs, and campaigns using consumer insights, trends, best practices, technologies, and innovations.Key...


  • Chicago, Illinois, United States BMO Financial Group Full time

    Job Summary:We are seeking a highly skilled Strategic Initiatives Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for providing expertise in the design, development, management, and implementation of assigned strategic initiatives from business case development through to execution.Key...


  • Chicago, Illinois, United States BMO Financial Group Full time

    Job DescriptionAt BMO Financial Group, we are seeking a highly skilled Strategic Initiative Manager to join our team. As a key member of our organization, you will be responsible for providing expertise in the design, development, management, and implementation of assigned strategic initiatives from business case development through to execution.Key...


  • Chicago, Illinois, United States Fay Financial Full time

    Financial Planning and Analysis ExpertFay Financial is seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our finance department, you will be responsible for conducting advanced financial analysis, developing and implementing financial planning processes, and providing strategic financial guidance to support...


  • Chicago, Illinois, United States Jacent Strategic Full time

    About the RoleWe are seeking a highly motivated and organized Strategic Merchandising Specialist to join our team at Jacent Strategic. As a key member of our merchandising team, you will be responsible for cultivating relationships with in-store management, executing merchandising resets, and building retail displays. If you have excellent organizational...


  • Chicago, Illinois, United States Collins Engineers, Inc. Full time

    Job Summary:The Collins Engineers, Inc. is seeking a highly skilled Strategic Financial Director to join our team. The successful candidate will be responsible for leading the financial strategy and direction of the company, providing strategic guidance to senior leadership, and driving business growth through financial planning and analysis.Key...


  • Chicago, Illinois, United States McDonald's Corporation Full time

    Job DescriptionThis position is under the direction of the Strategy, Planning, and Governance, Sr. Manager where you will lead and support the strategic development and mobilization efforts in support of Global Technology's priorities.The Manager will be responsible for the delivery of strategic business analysis, strategy development, and recommendations in...


  • Chicago, Illinois, United States Avidbots Full time

    Job OverviewAvidbots is a pioneering leader in the field of robotics, dedicated to developing cutting-edge autonomous cleaning solutions for commercial and industrial environments. Our mission is to revolutionize the way cleaning and maintenance tasks are performed by introducing innovative, efficient, and sustainable robotic technologies.As a seasoned...


  • Chicago, Illinois, United States BMO Financial Group Full time

    Job Summary: We are seeking a highly skilled Strategic Portfolio Manager Lead to join our team at BMO Financial Group. The successful candidate will be responsible for facilitating decision-making and analysis of credit information to support lending decisions and processes.Key Responsibilities:Foster a culture aligned to BMO's purpose, values, and...


  • Chicago, Illinois, United States Fitness Formula Clubs Full time

    Job SummaryAs a key member of the Fitness Formula Clubs leadership team, the Strategic Financial Leader will play a pivotal role in shaping the company's financial future. This role oversees all company financial matters, ensuring long-term stability and a proven track record.Key ResponsibilitiesProvide strategic financial guidance to the executive...


  • Chicago, Illinois, United States Fitness Formula Clubs Full time

    Financial Leadership RoleFitness Formula Clubs seeks a seasoned Chief Financial Officer to provide strategic financial guidance and oversee the company's financial activities. This pivotal role requires a highly experienced executive to lead a team responsible for all company financial matters.Key Responsibilities:Analyze data from diverse departments to...


  • Chicago, Illinois, United States Robert W. Baird & Co. Full time

    As a Senior Financial Planning Specialist at Robert W. Baird & Co., you will play a key role in providing specialized services to experienced Financial Advisors and Baird Qualified Teams. Your primary objective will be to assist in their ability to offer sophisticated wealth management solutions to individuals and families, while strategically building the...


  • Chicago, Illinois, United States Madison Air Full time

    Job Title: Director of Financial Planning and AnalysisMadison Air is seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team. As a key member of our leadership team, you will play a critical role in driving business growth and profitability through strategic financial planning and analysis.Key...


  • Chicago, Illinois, United States Crescent Search Inc. Full time

    Job Title: Chief Financial OfficerCompany: Crescent Search Inc.Location: Hybrid remote in Chicago, IL 60614Job Type: Full-timeSalary: Competitive salary, commensurate with experienceBenefits: Performance-based bonuses, comprehensive health, dental, and vision insurance, 401(k) plan with company match, paid time off and holiday benefitAbout the Role:The Chief...


  • Chicago, Illinois, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Chicago area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting seminars...


  • Chicago, Illinois, United States Illinois Government Finance Officers Association Full time

    Job DescriptionWe are seeking an experienced Chief Financial Officer to lead our Finance Department and ensure the long-term financial health of our organization.The successful candidate will have a track record of success in financial planning, budgeting, and financial reporting, as well as experience in leading cross-functional teams and developing...


  • Chicago, Illinois, United States Near North Health Full time

    Transformative Financial Leadership OpportunityNear North Health, a pioneering healthcare organization in Chicago's community health landscape, seeks an exceptional Chief Financial Officer to drive strategic financial planning, risk management, and compliance. As a visionary leader, you will play a pivotal role in shaping the organization's financial...


  • Chicago, Illinois, United States Rise25 Full time

    Job DescriptionRise25 is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a Financial Planning Analyst, you will play a critical role in helping us achieve our business goals by providing financial guidance and support.Key Responsibilities:Develop and maintain accurate financial models and forecasts to inform...


  • Chicago, Illinois, United States The University of Chicago Medicine Full time

    Job Title: Senior Financial Planning and Analysis AdvisorJob Summary: The University of Chicago Medicine is seeking a Senior Financial Planning and Analysis Advisor to join its Financial Reporting department. This role will serve as a technical expert to the Finance Department and senior management, providing financial data analytics and reporting across...