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Strategic Financial Planning & Analytics Senior Associate in Philadelphia, PA at CBIZ

Date Posted: 2/9/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

Located in Old City, Philadelphia and founded in 2001, CBIZ CMF delivers and provides transaction- and transition-focused financial, operational, and human capital solutions to middle market, private equity backed portfolio companies nationally.   Since our start, we have worked with 140 private equity fund sponsors and over 600 portfolio companies.  In June 2017, CMF combined with CBIZ as the platform for private equity consulting and finance executive search.

Essential Functions and Primary Duties:

The Senior Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Senior Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Senior Associate 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.

  • Provide complex financial planning and analysis to support clients on multiple projects.
  • Solution and effectively implement advanced reporting/financial model/forecasting tools and transition to client’s internal team.
  • Analyze, report on, and draw conclusions from data to provide client management with actionable business information.
  • Work with clients to develop and improve financial and operational KPI monitoring.
  • Work in Excel, database and reporting tools to effectively collect and analyze data for client deliverables.
  • Utilize strong understanding of operational accounting and finance to provide valuable insight to clients.

Required Qualifications:

  • Bachelor’s degree required; Master's degree preferred in Accounting, Taxation or related field preferred
  • 3 years of experience in public accounting or related field
  • 1 year of supervisory experience preferred
  • CPA candidates preferred
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • 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

Preferred Qualifications:

  • Bachelor’s degree in Finance, Accounting or IT is required.
  • 2 to 4 years of Consulting experience or a heavily focused data and analytics position.
  • Strong understanding of accounting principles, three statement modeling and relational data concepts.
  • Expert Excel skills analyze, model and draw conclusions from data.
  • Strong attention to detail and capability of multi-tasking in a fast-paced environment.

REASONABLE ACCOMMODATION

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EQUAL OPPORTUNITY EMPLOYER


CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.


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