Strategic Financial Planning

#LI-DNI

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. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics.

• We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis.

• You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor.

• You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences.

• You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients.

• We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals.

• Promotions and career advancement are based on ability and talent, not tenure – our merit-based promotions provide opportunity to accelerate your career trajectory.

• Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard – allowing our people to better plan their work activities and personal lives.

• We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.

• When times get tough, we get tougher – and we stand by our people. We had extremely high retention during the pandemic – and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time.

• While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc.

About the Role 

The Senior Principal will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Principal will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior Principal will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting.

Responsibilities

Key responsibilities include, but are not limited to:

• Provide core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies;

• Prepare core financial information, models and analyses relative to the engagement requirements/expectations;

• Communicate and interface with key stakeholders including both company management (including c-suite) and private equity deal and operational teams, to actively plan, manage and execute on workstream activities and deliverables;

• Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;

• Take ownership of the functional work, which could include budgeting / forecasting, financial and operational reporting, profitability analysis, developing business processes and data management, etc;

• With the support and guidance from the Project Lead, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication.

• Manage internal and external resources to achieve project goals and develop FP&A deliverables.

Preferred Qualifications

• 7-10 years of experience in either:

  • Consulting/Advisory (preferably Big 4 or Big 3) with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology

  • Large company (preferably Fortune 500) Corporate FP&A or Sales/Ops Finance Analyst

• 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 accounting / finance concepts to drive analysis and decisions (e.g. financial statement analysis, financial ratio application, and budgeting / forecasting)

• Advanced proficiency in Excel (must be comfortable with advanced functions, such as MATCH, array functions, and nested logic)

• Strong business acumen and verbal / written communication

Minimum Qualifications 

• Bachelor's degree required

• 7 years of experience in related field

• 5 years supervisory

• Must have and preserve required licenses

• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally