Vice President of Strategic Planning (Chicago)

*THIS IS NOT AN INTERNAL CBIZ ADVISORY ROLE*THE POSITIONIn this role, you will be responsible for all facets of corporate and financial planning and analysis. You will collaborate across the organization to help analyze results and play an integral role in driving profitable growth. This new internal role requires working with all levels and data within the company to deliver timely and accurate reporting and analysis of various financial metrics. You will support the business through financial modeling, fact-based analyses, interpretation of key business results and financial trends. The position requires a highly motivated self-starter who is extremely analytical and has excellent interpersonal skills to collaborate with multiple teams within the company. You will be deeply involved in strategic and operational initiatives and make recommendations for short and long-term decisions. You will contribute meaningfully to business planning and forecasting including developing annual operating budgets, dynamic forecasting, and multi-year plans to evolve our financial and business planning processes to support an increasing complex ecosystem. You will also support ad hoc projects with opportunities for broad cross-functional interactions.Strong leadership skills and the ability to work independently, with a remote team and external partners, are a must! This role includes translating data and insights into executive level storytelling and influencing. Finally, youll develop process improvements using strategic problem-solving skills.RESPONSIBILITIES Key contributor providing leadership with clear insights into drivers of business growth, risks, and opportunities. Own the forecast, budget and long-range planning. Lead FP&A activities including reporting, budgeting, forecasting, decision support to provide output and recommendations to help improve business operations. Work directly with cross functional teams on gathering and validating information to support FP&A activities and provide critical thinking to requests. Gather, consolidate and analyze operating and financial results for all financial statements including prepared internal and external reporting deliverables and analyzing and explaining trends and drivers, including but not limited to those relative to previously prepared budgets and forecasts. Assist with ad hoc strategic and operational projects as required. Develop and run complex reports, models and approaches using analysis and problem-solving skills providing recommendations to support projects based on requirements where there may be incomplete or conflicting data. Expertise in Power BI, Tableau, Looker or equivalent is preferred. Analyze financial information to ensure that information is accurate, that provisions are financially sound and correctly allocated, providing detailed explanations on variances that have occurred against budget and where errors are found, provide information and analysis. Investigate data quality issues and utilize data warehouse and analysis tools to help to resolve such issues and provide analysis and insights. Full budget management experience across all three financial statements (P&L, Balance Sheet and Cash Flow). Participate in preparation of board meeting presentations, with the ability to identify key metrics to report on and analytics to assist in communication of business results. Analyze current trends in key performance indicators and causes of unexpected variances. Propose improvements to finance activities, processes and procedures.YEAR ONE KEY SUCCESS FACTORSThe Vice President of Strategy will be responsible for the following: Quickly gain an understanding of the industry, profitability, and key operational metrics to develop and establish accurate and timely reporting to the CFO, broader executive team, and the Board. Lead the development and execution of the companys long-term strategic plan, ensuring alignment with overall business objectives. Partner with executive leadership and business unit heads to identify growth opportunities, new markets, and strategic partnerships. Enhance and optimize the financial reporting process and effectively generate monthly, quarterly, and year-end financial statements. Experience optimizing and enhancing Power BI and NetSuite. Develop and maintain dashboard reporting as well as monthly and quarterly scorecards. Ability to extract and present accurate data for decision making. Leverage strong analytical skills to design and implement revenue forecasting models (daily, weekly, and monthly), analyze historical trends, and develop processes that optimize financial planning in a data-rich environment. Utilize Power BI and CRM-integrated reporting tools to analyze diverse data sets, identify key performance indicators, and generate actionable insights on metrics such as: claims filed, conversion rates, and profitability, while maintaining proficiency in P&L analysis.THE CANDIDATEThe successful candidate will have a verifiable track record of achievement as either an FP&A professional coming from another private equity-backed business, a private equity associate, a recent MBA graduate, or a background in investment banking. The ideal candidate will be an operationally-focused, hands-on professional who possesses the ability to collaborate across an organization. He/she will have the ability to integrate into and establish credibility with the management and ownership team as well as founders of the companies we have acquired. Previous experience in a fast-paced, constantly changing environment is desired, along with a proven track record of driving process improvement and reporting in a company that is experiencing significant growth. He/She will be a hard-working, take-charge professional.EDUCATION AND EXPERIENCEThe ideal candidate will have a demonstrated track record in a fast-paced, growth-oriented, services industry. Ideal experience includes: Bachelors degree in Finance, Business, Statistics, Accounting or related field. 6-10 years of experience working in finance, financial planning and analysis, or business school Prior or current experience working in investment banking, a private equity firm, or an MBA graduate. Experience with financial statements analysis and a knowledge of corporate finance concepts. Advanced Excel skills with proficiency in managing large data sets, building and maintaining complex models. Outstanding communication and relationship building with a team focus. Strong analytical aptitude and critical thinking skills. Detail oriented and experience multi-tasking and shifting priorities quickly under pressure and tight deadlines. Experience managing multiple workstreams end-to-end. Comfortable with building models independently. Experience with one or more data visualization/analysis tools. Experience with Power BI is a plus. Hyper-organized, detail-oriented, excellent communicator. You love working in a fast-paced, start-up environment and rolling up your sleeves to get things done. Youre efficient and focused on getting things done well and on schedule.Additional key characteristics include: Operates with high integrity, builds trust, quickly wins, and sustains credibility in relationships with others; personally approachable. Well-developed problem-solving skills that result in effective decision making. A self-starter who needs little direction, is highly self-motivated and results-oriented. Excellent communication skills, both oral and written. Strong sense of responsibility and accountability. Strong attention to detail.*THIS IS NOT AN INTERNAL CBIZ ADVISORY ROLE*

Created: 2025-09-22