Senior Associate FP&A (CFO Advisory Services)
About The Position
As a Senior Associate in FP&A Advisory Services, you will deliver financial planning and analysis engagements to 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 help drive value creation and operational efficiency. The position includes client-facing advisory work, development of cash flow forecasts and long-range financial models, budgeting and forecasting process improvement, performance and liquidity analysis, data transformation and visualization, and support for M&A readiness and integration planning. Travel may be required up to 40% as needed. The position offers a salary range of $85,000 to $124,900 and a comprehensive benefits program. Cherry Bekaert describes its work environment as collaborative and focused on inclusion, career growth, professional development, flexibility, and employee wellbeing.
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.
- Conduct client interviews and engage stakeholders to validate assumptions.
- Transform and visualize data using Excel and BI 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.
- Comprehensive benefits programs supporting personal and work life and providing financial protection.
- Competitive compensation packages based on performance.
- Career growth and continuous professional development opportunities.
- Flexibility to do impactful work while enjoying life outside of work.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
