Strategic Financial Planning

2 months ago

Chicago, United States CBIZ Full time

About our Business

CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are  CBIZ Private Equity Advisory Invested in You .

With over offices and nearly 7, associate s throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions for :

Best and Brightest Companies to Work for in the Nation  Top Workplaces USA  Top Workplaces - Financial Services Industry Best and Brightest Companies in Wellness  Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. 

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 members 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.

If you're looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory.

About the Role

The Senior Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior Associate 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.

Preferred Qualifications

3-8 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 technologyLarge company (preferably Fortune ) 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

Bachelors degree required 3 years of experience in related field Must be able to work in a team environment Presentation skills mandatory Must possess analytical skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally Must be able to travel based on client and business needs

In compliance with states that have an active pay transparency law.

The annual salary target for this job in this market is $95,-$,. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. 

The compensation above is not representative of an employees total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

The application window is anticipated to close on or before September 30, . We do encourage that you apply to this position as soon as possible.

 #LI-DNI

  • Strategic Planning Manager

    2 months ago

    Chicago, Illinois, United States JPMorganChase Full time

    Job Description You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.As Strategic Planning Manager in Payments' Acquiring Platform & Rails, you...

  • Strategic Financial Analyst

    6 days ago

    Chicago, Illinois, United States The Ladders Full time

    Strategic Financial AnalystAbout UsAt The Ladders, we empower essential institutions such as healthcare and education to realize their utmost capabilities in serving the community. For nearly four decades, we have been the trusted advisors to our clients, providing independent and objective insights based on robust data and thorough analysis to help them...

  • Director Strategic Planning

    2 months ago

    Chicago, Illinois, United States Molson Coors Full time

    Requisition ID: 31756 A Career in Beverage:Our purpose at Molson Coors Beverage Company is to brew beverages that unite people to celebrate all life's moments. We've been brewing iconic brands for over 350 years and are now proud to be offering a modern portfolio that expands beyond the beer aisle.We are Talent Brewers with our culture rooted in our core...

  • Financial Planning

    2 weeks ago

    Chicago, United States Kaufman Hall Full time

    Financial Planning The Organization We help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others. We are our clients’ trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help...

  • Financial Planning

    4 days ago

    Chicago, United States Adams Street Partners Full time

    Adams Street Partners (“Adams Street”) is a global private markets investment manager that has $58 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the sixth year in a row, Adams Street was...

  • Financial Planning

    3 months ago

    Chicago, United States Adams Street Partners Full time

    Adams Street Partners (“Adams Street”) is a global private markets investment manager that has $58 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the sixth year in a row, Adams Street was...

  • Financial Planning

    2 months ago

    Chicago, United States Adams Street Partners Full time

    Adams Street Partners (“Adams Street”) is a global private markets investment manager that has $58 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the sixth year in a row, Adams Street was...

  • Financial Planning

    2 months ago

    Chicago, United States Kaufman Hall Full time

    Financial PlanningThe Organization We help society's foundational institutions-healthcare and higher education-to achieve their full potential in service to others. We are our clients' trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients...

  • Financial Planning

    3 weeks ago

    Chicago, United States Adams Street Partners Full time

    Adams Street Partners (Adams Street) is a global private markets investment manager that has $58 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the sixth year in a row, Adams Street was named one...

  • Financial Planning

    2 months ago

    Chicago, United States Adams Street Partners Full time

    Adams Street Partners (Adams Street)is a global private markets investment manager that has $58 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the sixth year in a row, Adams Street was named one...

  • Financial Planning

    2 weeks ago

    Chicago, United States Adams Street Partners Full time

    Adams Street Partners (“Adams Street”) is a global private markets investment manager that has $58 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to professional development. For the sixth year in a row, Adams Street was...

  • Director of Financial Planning

    1 month ago

    Chicago, Illinois, United States Screencastify Full time

    Well, hello there Screencastify is a leading educational technology company dedicated to improving communication and learning outcomes with video. Our primary focus is on the K-12 education sector in the United States and we are critical in helping scale a teacher and improve student outcomes all while being an easy to use solution. Screencastify is used by...

  • Director of Financial Planning

    2 months ago

    Chicago, Illinois, United States Screencastify Full time

    Well, hello there Screencastify is a leading educational technology company dedicated to improving communication and learning outcomes with video. Our primary focus is on the K-12 education sector in the United States and we are critical in helping scale a teacher and improve student outcomes all while being an easy to use solution. Screencastify is used by...

  • Financial Planning and Analysis Director

    1 day ago

    Chicago, Illinois, United States Access Community Health Network Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team at Access Community Health Network.Key ResponsibilitiesFinancial Planning and Analysis: Develop and maintain comprehensive financial plans and forecasts to support business growth and strategic decision-making.Cash Flow Management:...

  • Financial Planning

    3 months ago

    Chicago, United States Kaufman Hall & Associates LLC Full time

    Job DescriptionJob DescriptionFinancial PlanningThe OrganizationWe help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others.We are our clients’ trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound...

  • Financial Planning

    3 months ago

    Chicago, United States Kaufman Hall & Associates LLC Full time

    Job DescriptionJob DescriptionFinancial PlanningThe OrganizationWe help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others.We are our clients’ trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound...

  • Financial Planning

    1 month ago

    Chicago, United States Kaufman Hall Full time

    Financial Planning The Organization We help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others. We are our clients’ trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help...

  • Strategic Financial Advisor

    6 days ago

    Chicago, Illinois, United States Help At Home Full time

    Help at Home is a premier national provider of in-home personal care services, dedicated to empowering individuals to maintain their independence and dignity within their own homes. Our organization supports a vast network of clients through the dedication of compassionate caregivers across multiple states. We seek individuals who are passionate about making...

  • Strategic Planning Lead

    6 days ago

    Chicago, Illinois, United States Union Depot Full time

    Position Overview:The Strategic Planning Lead plays a pivotal role within Union Depot, reporting directly to the VP of Corporate Strategy. This position offers a remarkable opportunity to collaborate closely with senior leadership, influencing the vision and strategic direction of the organization. You will be a key player in our innovation initiatives,...

  • Director of Financial Planning and Analysis

    3 months ago

    Chicago, United States Madison Air Full time

    Position Summary:Coordinate and manage the annual budgeting and quarterly forecasting processes. Ensure alignment with business objectives and targets.Works closely with senior management, business units, and external stakeholders to provide insights, recommendations, and guidance on financial matters.Serve as a key member of the internal consulting function...