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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

  • 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

Nice to have

  • Consulting experience
  • FP&A background
  • Sales/Ops Finance

Day to day

  • 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