Financial Planning Analyst in San Diego at CBIZ

Date Posted: 1/1/2022

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  

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.   

Job Purpose / Objective

Working as a member of the Operations team, the Revenue Analyst will partner with Director Financial Operations, Controller, Practice Leaders, Billing and Scheduling staff to facilitate the integrity and accuracy of the Golden State annual gross to net revenue budget and monthly forecast.

Essential Functions and Primary Duties

  • Develops and maintains detailed budgeting and forecasting model. 
  • Identifies additional headcount by level capacity requirements
  • Willing to obtain forecasting software certification
  • Utilizing historical data, projected growth targets, productive hours plans and available system data, prepares hours and revenue budget by service line, month and person during annual budget process
  • Working with Practice Leaders, field operations and scheduling staff, gains understanding of billable hour forecasts and translates into monthly revenue forecast.
  • Determines causes of monthly scheduled work to actual variances and works to improve overall accuracy
  • Develops monthly headcount report for SMD, DFO, and PLs
  • Develops revenue, billable hours and headcount budget for acquired companies
  • Experience in a professional services organization preferred
  • A spirit of co-operation and a positive ‘can do’ attitude
  • Understands CBIZ revenue recognition process

Minimum Qualifications Required

  • Bachelor’s Degree in Business, Accounting or relevant field, or relevant experience in lieu of a degree
  • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization
  • Proficient use of applicable technology and software (Host, Pro-Staff, Excel, Power BI)
  • Ability to work in team environment as well as independently
  • 2 years of relevant work experience
  • Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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