RemotevilleRemote Financial Planning and Analysis Associate Job in Philadelphia, PA CBIZ Private Equity Advisory
Financial Planning and Analysis Associate CBIZ Private Equity Advisory
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Budgeting & ForecastingBusiness ReportingClient RelationsCorporate FP&AFinanceFinancial PlanningFinancial StatementsProfitability AnalysisProject Leadership
Junior (1-2 years) - Mid-level (3-4 years)
PhiladelphiaPA
Invested in You
135+ employees
ConsultingFinanceB2BAdvisory
Role
Who you are
- Bachelor’s degree with a strong finance/accounting foundation
- 1 year of relevant experience in a team-oriented environment
- Proficient in advanced Excel functions and BI tools
- Ability to communicate effectively at all organizational levels
- Willingness to travel as needed
Desirables
- Consulting experience
- FP&A background
- Sales/Ops Finance
What the job involves
- Facilitate proactive decision making using forecasting models
- Drive value through data and analytics during transactions and transitions
- Provide core financial and operational reporting and strategic analysis
- Support the development and execution of actionable plans
Company
Company mission
CBIZ Private Equity Advisory is a premier partner for middle-market private equity firms, delivering transaction, transition, and transformation solutions. They optimize investment outcomes through tailored consulting services across the investment lifecycle, ensuring performance enhancement and value creation for clients.Company benefits
- Flexible work schedule
- Opportunities for professional development
- Merit-based promotions
- Comprehensive compensation package
Company values
- Client-centric
- Performance-focused
- Innovative
- Collaborative
- Meritocracy