Senior Manager 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 what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

Primarily responsible for executing analysis activities required for the Advisory Segment of Financial Services. This position is a primary source of financial information, analysis, and advice for the Advisory group including preparation of internal financial reporting, analysis of operating results, identification of trends, and explanation of deviations from expectations or operating plan. Includes ownership of information to ensure that financial data used to make decisions is relevant, complete, and accurate. Participates regularly in cross-functional teams and helps them to make sound business decisions. This role is a business partner to others in the company to help the company succeed to its fullest potential.

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 Advisory Operational and Service Line Leadership.
* Design, generate, and communicate financial reporting and exception-based information; particularly regarding revenues, margins, & compensation.
* Play a central role in budgeting & forecasting process, ensuring that forecasts and budgets are achievable, accurate, and contribute to growth objectives.
* Develop and maintain models to support key capital decisions, acquisitions, or other strategic & operational choices to layout relevant decision-making information to aid in quality cash-oriented decisions.
* Identify and manage to resolution various financial and operational process improvements such as standard pricing models, service line margin analysis, etc.
* Provide training, counsel, and technology support to the team on relevant software applications.
* Evaluate and analyze key business decisions and make recommendations for profit improvement. Reconcile the actual impact of these decisions to past expectation 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.

Qualifications Required

* Bachelor's degree in business, finance, accounting, etc., is required
* 5 years of relevant work experience
* Must have and preserve required licenses/certifications
* Must possess analytical skills
* Must be able to comprehend, manipulate and interpret statistical data
* Proficient use of applicable technology
* Ability to communicate verbally and in writing within all levels of an organization, both internally and externally
* Must be available for occasional travel based on business needs

The rate for this job in this market is $130,000- $160,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

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