Job description

#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. If you are 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 Principal will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Principal will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The 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: • Manage resources (both internal and external) and the planning, execution and transition of FP&A deliverables to achieve project goals • Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies • Design and implement reporting and forecasting models and analyses to instill ongoing performance management capabilities • 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 engagements • Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Director • Take ownership of functional work, which could include but is not limited to: • Budgeting / forecasting • Financial and operational reporting • Profitability analysis • Developing business processes • Data management • With the support and guidance from the Project Director, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication Preferred Qualifications • 6-10 years of experience in either 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 (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting) • Advanced proficiency in Excel • Strong business acumen and verbal / written communication Minimum Qualifications • Bachelor’s degree required • 5 years of experience in related field • 3 years of supervisory experience • Must have and preserve required licenses • Ability to manage all aspects of client engagements • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proficient use of applicable technology • Must be able to travel based on client and business needs

Requirements

Must-haves

Key responsibilities include but are not limited to:
Manage resources (both internal and external) and the planning, execution and transition of FP&A deliverables to achieve project goals
Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies
Design and implement reporting and forecasting models and analyses to instill ongoing performance management capabilities
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 engagements
Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Director
Take ownership of functional work, which could include but is not limited to:
Budgeting / forecasting
Financial and operational reporting
Profitability analysis
Developing business processes
Data management
With the support and guidance from the Project Director, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication
Bachelor’s degree required
5 years of experience in related field
3 years of supervisory experience
Must have and preserve required licenses
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Nice-to-haves

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 (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting)
Advanced proficiency in Excel
Strong business acumen and verbal / written communication

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: oracle-cloud
Effort: medium

Benefits

Benefits detected in the listing.

Professional Development