#LI-DNI
RESPONSIBILITIES
About our Business
CBIZ Private Equity Advisory is the dedicated private equity advisory practice
of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their
related portfolio companies with consulting services and solutions focused on
deal advisory, business optimization, EBITDA enhancement and performance
management & improvement. Our team embraces a collaborative, client-centric
approach to architecting and delivering on projects driven by ongoing
transactions, transitions and transformations across a broad range of
industries. We believe that the diverse perspectives of all our team members
help to drive innovation and transformative results for our business. We are
entrepreneurially minded and operate as a meritocracy, promoting and
compensating team members based upon performance and potential. We are CBIZ
Private Equity Advisory – Invested in You.
About our Practice
The Strategic FP&A practice is an advisory group within the larger CBIZ Private
Equity Advisory practice. Our team specializes in optimizing business planning
efforts and model development for middle-market companies. Our strategic
engagements are often surrounding operational and financial reporting which
commonly emphasizes forecasting, profitability analysis, process improvement and
data analytics.
We have offices across the country, with our headquarters located in
Philadelphia and a significant presence in the Chicago and Denver markets;
however, our team members historically, and currently, are welcome to work
remotely/virtually from anywhere in the U.S. provided a willingness to travel
on-site to our various client locations on an as-needed basis.
You will develop collaborative, lasting professional and personal
relationships with clients regardless of your level and provide valuable
services as a genuine trusted advisor.
You will have the opportunity for substantial professional development. There
will be variety in the clients and situations that you work with that will
build upon your current experiences.
You will work in an environment and culture where your efforts matter to our
team and clients. The work that you do is highly valued and appreciated by
our clients.
We offer a unique and comprehensive compensation package, including a
consistent track record of maximum bonus payout and an upside in compensation
when our practice exceeds its annual financial goals.
Promotions and career advancement are based on ability and talent, not tenure
– our merit-based promotions provide opportunity to accelerate your career
trajectory.
Our unique approach to practice and client management offers opportunities
for autonomy and predictability in schedule from week-to-week, as well as
reduced travel compared to industry standard – allowing our people to better
plan their work activities and personal lives.
We place significant emphasis on the value of personal time. We understand
that professional opportunities and advancement are important to you, but
that time for family, friends and personal pursuits are essential to your
life and overall fulfillment. Making sure that team members have flexibility
at work, opportunities to enjoy evenings and weekends and to truly disconnect
for holidays and time off is critical to each team member’s professional
engagement and personal well-being.
When times get tough, we get tougher – and we stand by our people. We had
extremely high retention during the pandemic – and we maintained our regular
cycle of compensation increases and paid out substantially full bonuses to
our team members throughout the uncertain time.
While we want our people to stay with our firm for their entire careers, we
are also realistic. Though we hope that you continue to grow with our firm
and progress through the leadership levels, we are equally committed to
advancing your professional skills and career opportunities wherever they may
lead which could include, but not limited to, a Controller or CFO role within
a private equity business, a strategic M&A advisor, or finance operating
partner within a private equity firm, etc.
About the Role
The Associate will be a full-time permanent consultant helping to grow our
Strategic FP&A practice. The Associate will support our clients, private equity
backed portfolio companies, by implementing strategic FP&A initiatives. The
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.
Essential Functions and Primary Duties
Assist in development of core financial and operational reporting and
strategic analysis in supporting decision-making for our fast-growing private
equity backed companies;
Contribute to design and implementation of 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 Lead;
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
Preferred Qualifications
1-3 years of experience in either:
Consulting/Advisory with a focus on finance effectiveness, strategy and
operations, analytics, performance improvement or technology
Corporate FP&A or Sales/Ops Finance Analyst, preferably with a
middle-market private equity backed company
Intermediate knowledge of BI Tools or Data Analytics
Strong working knowledge of finance / accounting concepts such as financial
statement mechanics
Demonstrated ability to present and support finance concepts to drive
analysis and decisions (e.g., financial statement analysis, financial ratio
application, and budgeting / forecasting)
Advanced proficiency in Excel
Strong business acumen and verbal / written communication
QUALIFICATIONS
Minimum Qualifications
Bachelor's degree
1 year of relevant experience
Must be able to work in a team environment
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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major
markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an
environment where team members are appreciated, recognized for their
contributions, and provided with opportunities to grow, both personally and
professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of
accounting services in the United States. CBIZ CPAs is an independent CPA firm
that provides audit, review and attest services, while CBIZ provides business
consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs
operates under its previous name, Mayer Hoffman McCann P.C.