FP&A Senior Manager

About the role

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. We are seeking a Senior FP&A Manager to join our team.

Responsibilities

• Senior FP&A leader responsible for financial planning, forecasting, and analytics for assigned service line(s).
• Partners directly with service line leadership to deliver forward-looking financial insight, own the full planning cycle (budget, forecast, actuals), and drive accountability to financial goals.
• This role operates independently and is expected to influence decisions, not merely report on them.
• Develop and implement net-new analytical frameworks for the service line — capacity planning, leverage modeling, revenue and pipeline analytics, and similar forward-looking tools — in a function that is actively transitioning from reporting-centric to analytics-driven; prior experience building FP&A infrastructure in a scaling or transforming organization strongly preferred.
• Serve as primary financial business partner to assigned service line leadership; translate financial data into actionable insight 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.
• Profitability analysis — evaluate service line margins, pricing, and cost structure; present findings with conclusions and recommended actions to leadership.
• Own the full budget, forecast, and long-range planning cycle for assigned service line; maintain a rolling forecast model and proactively identify risks and opportunities.
• Analyze historical financials and monitor service line KPIs; deliver variance explanations with clear business narrative — not just numbers, but the story behind them.
• Own month-end and quarterly close reporting cycle; lead standardization of reports and dashboards using Power BI and Adaptive to deliver meaningful, decision-ready data.
• Manage WIP and AR reserve process in coordination with accounting; ensure accuracy of revenue recognition inputs and alignment with close calendar.
• Monitor, track, and analyze costs across assigned service line; identify variances and surface findings with context to leadership.
• Develop and maintain financial models to forecast current and future performance; support ad hoc analysis and special projects as needed.
• Lead quality and process improvement initiatives; identify and implement efficiencies that reduce manual effort or improve forecast accuracy.
• Mentor and develop FP&A analysts; establish best practices and elevate team capability across planning, analysis, and communication.
• Create and implement FP&A policies and procedures; drive consistency and quality standards across the team.

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.

Qualifications

• What You Bring To The Role

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. ( #ZR )

Benefits

Pay Range $140,000 - $170,000

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/

Cherry Bekaert

Cherry Bekaert, LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.