Senior Financial Analyst

Senior Financial Analyst

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth. 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.

The Senior Financial Analyst is responsible for executing the analysis activities required for the business and strategic planning of the company (supporting business units, executives, and other cross-functional departments). This position is a primary source of financial information, analysis of operating results, identification of trends, and explanation of variances from forecast or operating plan. The ideal candidate combines strong financial acumen, analytical rigor, and business partnership skills to ensure accurate, timely, and actionable insights are delivered to leadership.

Essential Functions and Primary Duties :

• Analyze financial results and pull insights out of the data throughout the business cycle. Be a key source for accurate information to aid in decision making throughout the business including senior management & board of directors.
• Design, generate, and communicate meaningful reporting and interpretive commentary, including both financial metrics and operating key performance indicators, for business units and corporate as a whole.
• Play a central role in the forecasting and annual planning processes for the entire business and ensure that financial plans are achievable, accurate, and contribute to company profit and growth objectives.
• Develop and maintain models to support key capital decisions, acquisitions, or other strategic & operational choices to aid in quality cash-oriented decisions.
• Assist in preparing schedules to support CFO activities, external SEC quarterly reporting, and key complex reserves at the company tied into periodic close process.
• Ownership of the companys financial decision support tools, including budgeting / forecasting software, financial reporting tools, and various Excel models.
• Identify and manage to resolution various company financial and operational process improvements.
• Evaluate and analyze company decisions and make recommendations for profit improvement. Reconcile the actual impact of these decisions to past expectations and provide management narratives of findings.
• Prepare value added monthly management narratives on the financial results (including their meaning, reasons they deviated from expectations, actions required, and future implications) that are adequate for all levels of management. This includes periodic presentation of information to upper management.
• Ad-hoc analysis and special projects as often required, including systems implementations or conversions, company integrations, analysis of M&A targets, and other major process evolution and implementations.

Minimum Qualifications :