Senior Consultant | FP&A Solutions

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

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.

Essential Functions and Primary Duties

• Lead/Support the implementation of Planful Solutions for clients, from initial scoping to final delivery.
• Analyze client business processes and requirements to effectively integrate Planful into their budgeting and reporting process.
• Configure and customize the Planful platform to meet the specific needs of each client.
• Manage project timelines and deliverables to ensure on-time and on-budget completion of implementations.
• Develop and maintain strong client relationships through regular communication and by providing outstanding service.
• Troubleshoot and resolve any issues that arise during the implementation process.
• Prepare documentation and conduct knowledge transfer sessions for clients to ensure sustainable use of the system.
• Stay up-to-date with Planful software updates and enhancements to offer the latest solutions to clients.
• Additional responsibilities as assigned.

Preferred Qualifications

• Hands on experience with Planful Solution
• Experience with Excel and financial modeling.
• Strong understanding of financial processes and systems, including budgeting, forecasting, and reporting.
• Excellent project management skills and the ability to manage multiple projects simultaneously.
• Professional level communication and excellent interpersonal skills, with the ability to interact effectively with stakeholders at all levels.
• Bachelor's degree in Finance, Accounting, Business, Information Technology, or a related field.
• Certifications related to Planful Solutions.
• Experience in a consulting or client-facing role.

Minimum Qualifications

• Bachelor's degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs

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