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CBIZ

Strategic Financial Planning – Analytics Associate

CBIZ

. Support private equity-backed portfolio companies by implementing strategic FP&A initiatives .

Posted 9/22/2026full-timeRemote • United StatesJuniorMid-Level💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial planning and analysis (FP&A), including budgeting, forecasting, and financial reporting. Proficient in data analytics and BI tools to drive strategic decision-making and operational improvements.

Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Budgeting And ForecastingData AnalyticsFinancial Statement AnalysisBusiness Process Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ReportingProfitability AnalysisExcel ProficiencyFinancial Statement MechanicsForecasting Models
Soft Skills
Verbal CommunicationWritten CommunicationTeam CollaborationStakeholder Engagement
Tools & Technologies
BI ToolsData Analytics Software
Industry Keywords
Private EquityConsultingFinance EffectivenessPerformance ImprovementSales/Ops Finance

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Comp & perks
  • 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