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Senior Financial Planning Associate
2 months ago
About the Position
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 companies backed by private equity to optimize value through insightful data analysis and strategic 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 comprehensive financial models
- Conducting thorough data analysis
- Collaborating with stakeholders to meet established objectives
Preferred Qualifications
- 3-8 years of experience in 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 related 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 nurturing environment, consider the role of Senior Associate in our Strategic FP&A practice. We prioritize professional growth, work-life balance, and a cooperative team culture.
