Financial Analyst in Cleveland, OH at CBIZ

Date Posted: 2/23/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ has been honored to be the recipient of several national recognitions:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

CBIZ is looking for a Financial Analyst to join our Corporate office. The Financial Analyst will be primarily responsible for executing the analysis activities required for the business and strategic planning of the company (supporting business units, executives, and other departments within the company).  This position is a primary source of financial information, analysis, and advice for the company including preparation of internal financial reporting, analysis of operating results, identification of trends, and explanation of deviations from expectations or operating plan.  This includes ownership of information provided by the team to ensure that financial information used to make decisions is relevant, complete, and accurate.  Participates 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 from 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.  Includes periodic presentation of information to management. 

• Design, generate, and communicate financial reporting and exception based information; particularly regarding revenues, margins, & compensation for business units and corporate as a whole.

• Play a central role in the budgeting & forecasting processes for the entire business and to ensure that forecasts and budgets are achievable, accurate, and contribute to company profitability and growth objectives. 

• Design, develop, & maintain ERP reporting used throughout the business including report sets and groupings to ensure fully accurate, consistent, and relevant reporting is available to business groups. 

• Ownership of the company’s financial decision support tools, including budgeting/forecasting software, financial reporting tools, and various excel models. 

• Assist in preparing schedules to support CFO driven activity, external SEC quarterly reporting, and key complex reserves at the company tied into periodic close process.  

• Provide training, counsel, and technology support to the team on relevant software applications.

• Develop and maintain models to support key lease decisions, acquisitions, or other strategic & operational choices to lay out relevant decision making information to aid in quality cash oriented decisions. 

• 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.

• Ad-hoc analysis and special projects as often required, including systems implementations or conversions, analysis of M&A targets, and other major process evolution and implementations.

Preferred Requirements:

• Experienced with Microsoft Office Suite, SAP/Oracle or equivalent

Minimum Requirements:

• HS diploma / GED and Bachelor’s degree in Finance, Accounting, Business, Economics, Statistics, Information Systems, or relevant field required

• 3 years of relevant experience

• Must possess analytical skills

• Must be able to comprehend, manipulate and interpret statistical data

• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

• Proficient use of applicable technology 

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