Hybrid Financial Planning & Optimization Director

at CBIZ

• Job title: Financial Planning & Optimization Director
• Job type: Full Time
• Experience level: Lead
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Tulsa, United States

About the role

• Financial Planning & Optimization Director serving as primary financial partner to Risk & Advisory Services. Involves financial analysis, budgeting, and resource optimization.

Responsibilities

• Serve as the primary financial contact for RAS, partnering closely with corporate finance and management.
• Facilitate and complete monthly close procedures, including:
• Processing SuiteProjects Pro charges for invoicing.
• Preparing, analyzing, and communicating revenue accruals and financial data.
• Reconciling SuiteProjects Pro hours to revenue accruals.
• Preparing and communicating balance sheet reconciliations.
• Perform detailed reviews of revenue and expenses to ensure accuracy and proper accounting treatment.
• Prepare monthly financial reports, variance analyses, and supporting documentation.
• Support annual budget preparation and perform ongoing budget-to-actual monitoring and analysis.
• Provide financial, profitability, utilization, and exception reporting to support leadership decision-making.
• Analyze project margins by evaluating staffing levels and leverage to support profitability-focused recommendations.
• Assist with accounts receivable processes, including invoice preparation, timesheet corrections, and monitoring unbilled and aged accounts.
• Monitor accounts payable processes and follow up as needed.
• Collaborate with Project Managers and Managing Directors to balance workloads and meet client deadlines.
• Communicate anticipated staffing needs, capacity gaps, and future availability to management.
• Serve as a point of contact to mediate resource conflicts and resolve staffing challenges.
• Recommend resource adjustments considering experience, technical expertise, industry knowledge, and geography that are appropriate for the client and project.
• Analyze scheduling, utilization, capacity, and forecasting reports to identify trends.
• Facilitate scheduling and staffing meetings, ensuring follow-up, and timely resolution of open items.
• Maintain and update the employee skills database in SuiteProjects Pro to support effective resource alignment.
• Participate in Small Group Scheduling meetings.
• Set up new clients and projects in SuiteProjects Pro.
• Oversee engagement letter tracking to ensure executed agreements are received, stored in the appropriate repository, and accurately maintained in the engagement letter tracker.

Requirements

• Bachelor's degree required
• Minimum of 5 years of managing sophisticated client service staff
• Ability to develop and implement operating plans aligned with budget
• 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