Senior Strategic Financial Planning & Analytics Associate

CBIZ

Strategic Financial Planning & Analytics Associate supporting middle-market companies with financial reporting and analytics. Collaborating with clients to enhance operational decision-making through data-driven insights.

Posted 5/22/2026full-timeRemote • Illinois • 🇺🇸 United StatesSenior💰 $95,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

Optimize business planning efforts and model development for middle-market companies
Assist in development of financial and operational reporting and strategic analysis
Communicate with key stakeholders, including company management and private equity teams
Support development and deployment of actionable plans and communicate results
Take ownership of budgeting, forecasting, profitability analysis, and data management tasks

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

Comprehensive compensation package
Maximum bonus payout
Flexibility at work
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reportingoperational reportingbudgetingforecastingprofitability analysisdata managementstrategic analysisbusiness planningmodel development

Soft Skills

teamworkpresentation skillsanalytical skillscommunication skillsstakeholder communication

Certifications

Bachelor's degree