Strategic Financial Planning – Analytics Manager

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🕒 November 9, 2025

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Logo of CBIZ

CBIZ

10,000+ employees

Founded 1996

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Manage resources (both internal and external) and the planning, execution and transition of FP&A deliverables to achieve project goals • Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies • Design and implement reporting and forecasting models and analyses to instill ongoing performance management capabilities • Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements • Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Director • Take ownership of functional work, which could include but is not limited to: • Budgeting / forecasting • Financial and operational reporting • Profitability analysis • Developing business processes • Data management • With the support and guidance from the Project Director, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication

🎯 Requirements

• 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

🏖️ Benefits

• unique and comprehensive compensation package • consistent track record of maximum bonus payout • flexibility at work opportunities • substantial professional development

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