Senior Associate FP&A (CFO Advisory Services)

About the role

As a Senior Associate in FP&A Advisory Services, you will play a critical role in delivering financial planning and analysis engagements to middle-market clients, including private equity-backed portfolio companies. You will support CFOs and senior finance leaders in building scalable forecasting models, analyzing performance drivers, and enabling strategic decision-making. This role blends technical finance expertise, data analytics, and business acumen to drive value creation and operational efficiency.

Responsibilities

• Development of 13-week cash flow forecasts and long-range financial models
• Budgeting and forecasting process design and optimization
• KPI and dashboard development for financial and operational metrics
• Scenario modeling and sensitivity analysis
• Margin and profitability analysis by product, customer, or business unit
• Working capital and liquidity analysis
• Department-level spend and revenue trend analysis
• Client interviews and stakeholder engagement to validate assumptions
• Data transformation and visualization using Excel and BI tools
• Support for M&A readiness and integration planning

Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, or related field
• Minimum 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 & 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 (e.g., NetSuite, Sage Intacct, Adaptive Insights)
• Strong organizational skills and attention to detail
• Effective oral and written communication skills
• Ability to travel up to 40% as needed

Preferred qualifications

• 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
• Comfortable working in hybrid and deadline-driven environments

Benefits

• Shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• Opportunity to innovate and do work that motivates and engages you
• Collaborative environment focused on enabling you to further your career growth and continuous professional development
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
• Flexibility to do impactful work and the time to enjoy your life outside of work
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Cherry Bekaert offers competitive compensation packages based on performance. The comprehensive benefits program includes annual bonus; medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay

Salary range: $85,000 to $124,900. Individual salaries within this range are determined by factors including role, function, associated responsibilities, work experience, education, knowledge, skills, and geographic location.

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. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association.