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CBIZ Private Equity Advisory logoCBIZ Private Equity Advisory

Financial Planning and Analysis Associate

Skills
Budgeting & ForecastingBusiness ReportingClient RelationsCorporate FP&AFinanceFinancial PlanningFinancial Statements
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 1-3 years of relevant advisory, consulting, or finance experience required.
  • Strong data analytics and Excel proficiency.
  • Ability to communicate effectively across all levels of an organization.

Nice to have

  • Advisory experience
  • Data Analytics
  • Excel Proficiency

Day to day

  • Facilitate decision-making through forecasting models.
  • Drive value through strategic data analytics.
  • Prepare core financial information and analysis for key stakeholders.