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    • Strategic Financial Planning and Analysis Associate - Philadelphia - CBIZ Advisory Services

    CBIZ Advisory Services
    CBIZ Advisory Services Philadelphia

    1 week ago

    Default job background
    Description

    Optimize Business Planning with CBIZ

    About Our Practice

    The Strategic Financial Planning and Analysis (FP&A) practice is an advisory group within the larger CBIZ Private Equity Advisory practice. We specialize in optimizing business planning efforts and model development for middle-market companies.

    Our team focuses on operational and financial reporting, emphasizing forecasting, profitability analysis, process improvement, and data analytics.

    Benefits of Joining Our Team

    • We offer a collaborative work environment where you can develop lasting professional and personal relationships with clients.
    • Substantial professional development opportunities await you, with variety in clients and situations that will build upon your current experiences.
    • You'll work in a culture where your efforts matter to our team and clients, with highly valued and appreciated work.
    • A unique and comprehensive compensation package includes maximum bonus payout and upside in compensation when our practice exceeds annual financial goals.
    • Merit-based promotions provide opportunities for accelerated career trajectory, based on ability and talent, not tenure.
    • A balanced approach to practice and client management offers autonomy and predictability in schedule from week-to-week, reducing travel compared to industry standard.
    • We prioritize personal time, understanding its importance to your life and overall fulfillment, with flexibility at work, evenings and weekends off, and true disconnection for holidays and time off.

    About the Role

    The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients by implementing strategic FP&A initiatives.

    Key responsibilities include:

    • Assisting in development of core financial and operational reporting and strategic analysis to support decision-making for fast-growing private equity backed companies.
    • Contributing to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities.
    • Communicating and interfacing with key stakeholders, including company management and private equity deal and operational teams.
    • Supporting the development and deployment of actionable plans to achieve set expectations, and communicating results consistently to key stakeholders and the Project Lead.
    • Taking ownership of functional work, including budgeting / forecasting, financial and operational reporting, profitability analysis, developing business processes, and data management.

    Requirements

    We're seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting.

    • 1-3 years of experience in consulting / advisory with a focus on finance strategy and operations, analytics, technology or performance improvement, or corporate FP&A / financial analyst, preferably with a middle-market private equity backed company.
    • 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.

    We value a Bachelor's degree, 1 year of relevant experience, and demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally.

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