Senior Associate FP&A; CFO Advisory Services

Position: Senior Associate FP&A (CFO Advisory Services)
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.

Key Responsibilities As a Senior Associate, you can expect to support the following types of projects:

Development of 13-week cash flow forecasts and long-range financial models

Budgeting and forecasting process design and optimizationKPI 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

Qualifications

Required:

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., Net Suite, 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:

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

What you can expect from us:
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect

The opportunity to innovate and do work that motivates and engages youA 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

Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.

In addition, we offer 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…