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ResponsibilitiesThe Senior Manager of BP&A is responsible for driving strategic financial planning, forecasting, and business performance analysis to support informed decision-making across the organization. This role plays a critical part in translating data into actionable insights, ensuring financial alignment with business objectives, and partnering with cross-functional teams to optimize operational efficiency and profitability. The Senior Manager will also manage, coach, and develop a high-performing team.
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 company’s 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 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.
Minimum Qualifications
- Bachelor's degree required; Master's degree preferred in Accounting, Finance or relevant field
- 7 years experience in public accounting or related field
- 5 years supervisory
- Must have and preserve required licenses
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- Bachelor's degree in Accounting, Finance, or relevant field
- Master's degree in Accounting, Finance, or relevant field
- 7 years experience in public accounting or related field
- 5 years supervisory experience
- Must have and preserve required licenses
- Ability to manage deadlines, multiple assignments, and prioritize
- Demonstrated verbal and written communication across all levels
- Proficient use of applicable technology (Excel, financial reporting/budgeting tools)
- Must be able to travel based on business needs
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
