Senior Associate FP&A (CFO Advisory Services)

Senior Associate In Fp&A Advisory ServicesAs 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 ResponsibilitiesAs a Senior Associate, you can expect to support the following types of projects:Development of 13-week cash flow forecasts and long-range financial modelsBudgeting and forecasting process design and optimizationKPI and dashboard development for financial and operational metricsScenario modeling and sensitivity analysisMargin and profitability analysis by product, customer, or business unitWorking capital and liquidity analysisDepartment-level spend and revenue trend analysisClient interviews and stakeholder engagement to validate assumptionsData transformation and visualization using Excel and BI toolsSupport for M&A readiness and integration planningQualificationsRequired:Bachelor's Degree in Finance, Accounting, Economics, or related fieldMinimum 3 years of relevant experience in FP&A, corporate finance, or consulting within a public accounting firm, private equity-backed company, or middle-market environmentProficiency in Python, SQL, R, and other data languagesIn-Depth understanding of probability & statisticsStrong understanding of financial statements and forecasting principlesAdvanced Excel skills including dynamic formulas, pivot tables, and scenario modelingExperience with budgeting tools and ERP systems (e.g., NetSuite, Sage Intacct, Adaptive Insights)Strong organizational skills and attention to detailEffective oral and written communication skillsAbility to travel up to 40% as neededPreferred:CPA, CFA, or MBA designationExperience with Power BI, Tableau, or similar visualization toolsFamiliarity with private equity operating models and reporting requirementsExperience with cash flow modeling and liquidity planningAbility to troubleshoot and solve reconciliation and variance issuesComfortable working in hybrid and deadline-driven environmentsWhat You Can Expect From UsOur shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respectThe 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 developmentCompetitive compensation and a total rewards package that focuses on all aspects of your wellbeingFlexibility to do impactful work and the time to enjoy your life outside of workOpportunities to connect and learn from professionals from different backgrounds and with different culturesPay From: $85,000 to $124,900