Strategic Financial Planning – Analytics Associate

Job not on LinkedIn

🕒 September 22

🌽 Illinois, Pennsylvania – Remote

🌽 Illinois – Remote 🔔 Pennsylvania – Remote

💵 $70k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 7%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🛡️ Insurance

🏥 Healthcare

🏭 Manufacturing

Insurance • Healthcare • Manufacturing

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

• Support private equity-backed portfolio companies by implementing strategic FP&A initiatives • Facilitate proactive decision-making through forecasting models • Drive value with data and analytics during transactions and transitions • Develop core financial and operational reporting and strategic analyses • Design and implement reporting and forecasting models and analyses • Interface with company management, including C-suite stakeholders, and private equity deal and operational teams • Plan, manage, and execute client engagements • Develop and deploy actionable plans to achieve expectations • Communicate results consistently to key stakeholders and the Project Lead • Perform budgeting and forecasting • Conduct financial and operational reporting • Conduct profitability analysis • Develop business processes • Manage data

🎯 Requirements

• Bachelor's degree • 1 year of relevant experience • Ability to work in a team environment • Verbal and written communication skills across all organizational levels, internally and externally • Proficient use of applicable technology • Ability to travel based on client and business needs • 1–3 years of experience in consulting/advisory focused on finance effectiveness, strategy and operations, analytics, performance improvement or technology, or corporate FP&A or Sales/Ops Finance Analyst experience • Intermediate knowledge of BI tools or data analytics • Strong knowledge of finance/accounting concepts, including financial statement mechanics • Ability to present and support finance concepts, including financial statement analysis, financial ratio application, and budgeting/forecasting • Advanced proficiency in Excel • Strong business acumen

🏖️ Benefits

• Full-time permanent employment • Maximum bonus payout track record • Upside in compensation when the practice exceeds annual financial goals • Merit-based promotions and career advancement • Substantial professional development opportunities • Remote/virtual work from anywhere in the U.S. • Autonomy and predictable week-to-week scheduling • Reduced travel compared to industry standard • Flexibility at work and opportunities to enjoy evenings and weekends • Ability to disconnect for holidays and time off • Regular compensation increases • Substantially full bonuses paid during uncertain periods • Career development supporting future roles such as Controller, CFO, strategic M&A advisor, or private equity finance operating partner

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