CFO Advisory, Accounting Advisory Senior Associate (FP&A)

Cherry Bekaert Advisory•Atlanta, GA

2d•Hybrid

About The Position

As a Senior Associate in FP&A Advisory Services , you will play a critical role in delivering financial planning and analysis engagements to middle-market clients, including private equity-backed portfolio companies. You will support CFOs and senior finance leaders in building scalable forecasting models, analyzing performance drivers, and enabling strategic decision-making. This role blends technical finance expertise, data analytics, and business acumen to drive value creation and operational efficiency. Key Responsibilities As a Senior Associate, you can expect to support the following types of projects: Development of 13-week cash flow forecasts and long-range financial models Budgeting and forecasting process design and optimization KPI and dashboard development for financial and operational metrics Scenario modeling and sensitivity analysis Margin and profitability analysis by product, customer, or business unit Working capital and liquidity analysis Department-level spend and revenue trend analysis Client interviews and stakeholder engagement to validate assumptions Data transformation and visualization using Excel and BI tools Support for M&A readiness and integration planning

Requirements

Bachelor’s Degree in Finance, Accounting, Economics, or related field
Minimum 3 years of relevant experience in FP&A, corporate finance, or consulting within a public accounting firm, private equity-backed company, or middle-market environment
Proficiency in Python, SQL, R, and other data languages
In-Depth understanding of probability & statistics
Strong understanding of financial statements and forecasting principles
Advanced Excel skills including dynamic formulas, pivot tables, and scenario modeling
Experience with budgeting tools and ERP systems (e.g., NetSuite, Sage Intacct, Adaptive Insights)
Strong organizational skills and attention to detail
Effective oral and written communication skills
Ability to travel up to 40% as needed

Nice To Haves

CPA, CFA, or MBA designation
Experience with Power BI, Tableau, or similar visualization tools
Familiarity with private equity operating models and reporting requirements
Experience with cash flow modeling and liquidity planning
Ability to troubleshoot and solve reconciliation and variance issues
Comfortable working in hybrid and deadline-driven environments

Responsibilities

Development of 13-week cash flow forecasts and long-range financial models
Budgeting and forecasting process design and optimization
KPI and dashboard development for financial and operational metrics
Scenario modeling and sensitivity analysis
Margin and profitability analysis by product, customer, or business unit
Working capital and liquidity analysis
Department-level spend and revenue trend analysis
Client interviews and stakeholder engagement to validate assumptions
Data transformation and visualization using Excel and BI tools
Support for M&A readiness and integration planning

Benefits

Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
The opportunity to innovate and do work that motivates and engages you
A collaborative environment focused on enabling you to further your career growth and continuous professional development
Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
Flexibility to do impactful work and the time to enjoy your life outside of work
Opportunities to connect and learn from professionals from different backgrounds and with different cultures
annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

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