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Strategic Financial Planning & Analytics Principal

Company: CBIZ
Location: Chicago
Posted on: April 11, 2021

Job Description:

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. Our clients are benefitted by additional scope and scale provided through CBIZ, which has over 100 offices and nearly 5,000 employees across North America, focused on providing top-level financial and employee focused professional services to organizations of all sizes. CBIZ has been honored to be the recipient of several national recognitions:

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work--
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA 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 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. Preferred Qualifications
    • 5-10 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
      • Bachelor of Science in related field required
      • 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
        • 6 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

Keywords: CBIZ, Chicago , Strategic Financial Planning & Analytics Principal, Accounting, Auditing , Chicago, Illinois

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