Senior Associate FP&A (CFO Advisory Services)

Cherry Bekaert • Atlanta, GA

1d

About The Position

As a Senior Associate in FP&A Advisory Services, you will help deliver financial planning and analysis engagements for middle-market clients, including private equity-backed portfolio companies. You will support CFOs and senior finance leaders by building scalable forecasting models, analyzing performance drivers, and enabling strategic decision-making. The role combines technical finance expertise, data analytics, and business acumen to support value creation and operational efficiency. Travel of up to 40% may be required as needed.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• At least 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 and 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 such as NetSuite, Sage Intacct, or 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.
• Comfort working in hybrid and deadline-driven environments.

Responsibilities

• Develop 13-week cash flow forecasts and long-range financial models.
• Design and optimize budgeting and forecasting processes.
• Develop KPIs and dashboards for financial and operational metrics.
• Perform scenario modeling and sensitivity analysis.
• Analyze margins and profitability by product, customer, or business unit.
• Conduct working capital and liquidity analysis.
• Analyze department-level spending and revenue trends.
• Interview clients and engage stakeholders to validate assumptions.
• Transform and visualize data using Excel and business intelligence tools.
• Support M&A readiness and integration planning.

Benefits

• Annual bonus.
• Medical, dental, and vision care.
• Disability and life insurance.
• Generous Paid Time Off.
• Retirement plans.
• Paid Care Leave.
• Other programs dedicated to enhancing personal and work life and providing financial protection.
• Competitive compensation and a total rewards package focused on wellbeing.
• Career growth and continuous professional development.
• Flexibility to do impactful work and enjoy life outside of work.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior