Financial Planning & Optimization Director
CBIZ, tulsa, ok, United States
Job Description
CBIZ is seeking a Financial Planning & Optimization Director to serve as the primary financial partner to Risk & Advisory Services (RAS) , blending financial analysis with workforce and resource optimization. This hybrid position is responsible for financial close, budgeting, forecasting, margin analysis, and reporting, while driving effective staffing decisions through utilization analysis, scheduling oversight, and capacity planning.
Essential Functions And Primary Duties
Financial Analysis & Reporting
- 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.
Resource Planning, Scheduling & Utilization
- 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.
Client Onboarding Support
- 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.
Minimum Qualifications
- 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