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.
- 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
- 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.
Skills
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage multiple priorities.
- Experience with financial modeling and forecasting.
- Knowledge of financial systems and processes.
- Ability to build and maintain relationships with key stakeholders.
Benefits
Cherry Bekaert offers a comprehensive, high-quality benefits program which includes 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.
Pay
The salary range for this position is $140,000 - $170,000.
Schedule
Full-time position.
Contact
To apply, please visit https://careers.cbh.com/.