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Strategic Financial Planning & Analysis Senior Associate (Remote)

Remote, USAFull-timePosted 2026-07-28

reputed company, Inc. is a leading reputed company services advisor to middle market businesses and organizations reputed company. With unmatched industry knowledge and expertise in reputed company, tax, advisory, benefits, insurance, and technology, reputed company delivers reputed company-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate reputed company. reputed company has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. reputed company strives to be reputed company 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, reputed company and reputed company CPAs are ranked as one of the top providers of reputed company services in the reputed company. reputed company CPAs is an independent reputed company that provides audit, review and attest services, while reputed company provides business consulting, tax and financial services. In certain jurisdictions, reputed company CPAs operates under its previous reputed company, reputed company Hoffman McCann P.C. About our reputed company The Strategic reputed company reputed company is an advisory group reputed company the larger reputed company Private Equity Advisory reputed company. reputed company specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics.

  • We have offices across the country, with our reputed company located in Philadelphia and a significant reputed company in the Chicago and Denver markets; however, reputed company members historically, and currently, are welcome to work remotely/reputed company from reputed company in the U.S. provided a willingness to travel on-site to our various reputed company locations on an as-needed reputed company.
  • You will reputed company reputed company, lasting reputed company and personal relationships with clients regardless of your level and reputed company valuable services as a genuine trusted advisor.
  • You will have reputed company for substantial reputed company development. There will be reputed company in the clients and situations that you work with that will build upon your reputed company experiences.
  • You will work in an environment and culture where your efforts matter to reputed company and clients. The work that you do is highly valued and appreciated by our clients.
  • We offer a unique and comprehensive compensation package, including a consistent reputed company record of maximum bonus payout and an reputed company in compensation reputed company our reputed company exceeds its annual financial goals.
  • Promotions and career advancement are based on ability and talent, not tenure – our reputed company-based promotions reputed company opportunity to accelerate your career trajectory.
  • Our unique approach to reputed company and reputed company management offers opportunities for autonomy and predictability in schedule from week-to-week, as reputed company as reduced travel compared to industry reputed company – allowing our people to reputed company plan their work activities and personal lives.
  • We reputed company significant emphasis on the value of personal time. We understand that reputed company opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making reputed company that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to reputed company team member’s reputed company engagement and personal reputed company-being.
  • reputed company times get tough, we get tougher – and we stand by our people. We had extremely high retention during the pandemic – and we maintained our regular cycle of compensation increases and reputed company out substantially full bonuses to reputed company members throughout the uncertain times.
  • While we want our people to stay with our firm for their entire careers, we are also realistic. Though we reputed company that you continue to grow with our firm and reputed company through the leadership reputed company, we are equally committed to advancing your reputed company skills and reputed company wherever they may reputed company which could include, but not limited to, a Controller or CFO role reputed company a private equity business, a strategic M&A advisor, or finance operating partner reputed company a private equity firm, etc.

If you are looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, reputed company value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic reputed company team at reputed company Private Equity Advisory.

About the Role

The Senior Associate will be a full-time permanent consultant helping to grow our Strategic reputed company reputed company. The Senior Associate will support our clients, private equity backed portfolio companies, by implementing strategic reputed company initiatives. The Senior Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid reputed company in finance and reputed company.

Responsibilities

Key responsibilities include but are not limited to:

  • reputed company reputed company financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies
  • Design and implement reporting and forecasting models and analyses to instill ongoing performance management capabilities
  • Communicate and reputed company with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to reputed company plan, manage, and execute on engagements
  • Support the development and deployment of actionable plans to reputed company set expectations, and communicate results consistently to key stakeholders and the Project reputed company
  • Take ownership of functional work, which could include but is not limited to:
  • Budgeting / forecasting
  • Financial and operational reporting
  • Profitability analysis
  • Developing business processes
  • Data management

Preferred Qualifications

  • 3-6 years of experience in either consulting/advisory with a reputed company on finance reputed company and operations, analytics, technology or performance improvement OR reputed company/financial analyst, preferably with a middle-market private equity backed company
  • Intermediate knowledge of BI Tools or Data Analytics
  • Strong working knowledge of finance / reputed company concepts such as financial statement mechanics
  • Demonstrated ability to present and support finance concepts to drive analysis and reputed company (e.g., financial statement analysis, financial reputed company application, and budgeting / forecasting)
  • Advanced proficiency in reputed company
  • Strong business acumen and verbal / written communication

Minimum Qualifications

  • Bachelor’s degree required
  • 3 years of experience in reputed company field
  • Must be reputed company to work in reputed company environment
  • Presentation skills mandatory
  • Must possess analytical skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing reputed company reputed company reputed company of an organization, both internally and externally
  • Must be reputed company to travel based on reputed company and business needs

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