Senior Strategic Financial Planning – Analytics

CBIZ

Associate supporting financial planning and analytics for private equity backed companies. Drive value with data and analytics during transactions and transitions while collaborating with clients.

Posted 5/14/2026full-timeRemote • Illinois • 🇺🇸 United StatesSenior💰 $95,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree required
3 years of experience in related field
Must be able to work in a team environment
Presentation skills mandatory
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business needs

Benefits

Comp & perks

unique and comprehensive compensation package
maximum bonus payout
flexibility for personal time
opportunities for professional development
reduced travel compared to industry standard

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

budgetingforecastingfinancial reportingoperational reportingprofitability analysisdata managementperformance managementreporting modelsstrategic analysisbusiness processes

Soft Skills

teamworkpresentation skillsanalytical skillscommunication skillsstakeholder managementownershipplanningexecutioninterpersonal skillsverbal communication

Certifications

Bachelor's degree