FP&A Senior Manager

Cherry Bekaert AdvisoryRaleigh, NC

About The Position

Cherry Bekaert is a large accounting and consulting firm recognized as a Great Place to Work, offering innovative advisory, assurance, and tax services. They are seeking a Senior FP&A Manager to join their team. This role is responsible for financial planning, forecasting, and analytics for assigned service lines, partnering directly with leadership to provide financial insights, manage the planning cycle, and drive accountability. The position requires operating independently and influencing decisions. The role is expected to build FP&A infrastructure in a scaling or transforming organization.

Requirements

  • 8+ years of meaningful professional services experience (accounting firm, consulting, or advisory).
  • FP&A experience must reflect ownership of planning cycles, not purely reporting or model maintenance.
  • Accounting exposure or close partnership with accounting function required.
  • Bachelor's Degree in either Finance, Accounting or Economics preferred.
  • Advanced Knowledge of Microsoft Suite especially Excel.
  • Power BI knowledge.
  • Workday knowledge — working knowledge across financial reporting, HCM, and time tracking modules; ability to extract and interpret data across these functions to support financial analysis and workforce planning.
  • Workday Adaptive Planning — hands-on experience required (distinct from core Workday modules); must be capable of building and maintaining driver-based planning models, not just running reports.
  • Professional services industry experience required — accounting firm, consulting, or advisory environment strongly preferred; must understand billable vs. non-billable economics, utilization, and realization.
  • Accounting / close process familiarity — working knowledge of GAAP, accruals, WIP, AR reserves, and month-end close; direct accounting experience or close partnership with accounting function required.
  • Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Nice To Haves

  • Prior experience building FP&A infrastructure in a scaling or transforming organization strongly preferred.

Responsibilities

  • Develop and implement net-new analytical frameworks for the service line, such as capacity planning, leverage modeling, revenue and pipeline analytics, and similar forward-looking tools.
  • Serve as the primary financial business partner to assigned service line leadership, translating financial data into actionable insights and decision-relevant recommendations.
  • Collaborate with service line leaders to align on financial goals, connect performance to operational drivers, and support long-term strategic planning, including capacity planning.
  • Conduct profitability analysis, evaluating service line margins, pricing, and cost structure, and presenting findings with conclusions and recommended actions to leadership.
  • Own the full budget, forecast, and long-range planning cycle for assigned service line, maintaining a rolling forecast model and proactively identifying risks and opportunities.
  • Analyze historical financials and monitor service line KPIs, delivering variance explanations with clear business narratives.
  • Own the month-end and quarterly close reporting cycle, leading the standardization of reports and dashboards using Power BI and Adaptive to deliver meaningful, decision-ready data.
  • Manage the WIP and AR reserve process in coordination with accounting, ensuring accuracy of revenue recognition inputs and alignment with the close calendar.
  • Monitor, track, and analyze costs across the assigned service line, identifying variances and surfacing findings with context to leadership.
  • Develop and maintain financial models to forecast current and future performance, supporting ad hoc analysis and special projects as needed.
  • Build and maintain Power BI dashboards and Workday Adaptive Planning models, driving adoption of standardized, scalable reporting infrastructure.
  • Lead quality and process improvement initiatives, identifying and implementing efficiencies that reduce manual effort or improve forecast accuracy.
  • Mentor and develop FP&A analysts, establishing best practices and elevating team capability across planning, analysis, and communication.
  • Create and implement FP&A policies and procedures, driving consistency and quality standards across the team.

Benefits

  • annual bonus
  • medical
  • dental
  • vision care
  • disability and life insurance
  • generous Paid Time Off
  • retirement plans
  • Paid Care Leave
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