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 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 us: Our 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 culturesBenefits 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 and providing you and your family with a measure of financial protection.Pay Range: Pay From: $85,000 to $124,900About Cherry BekaertCherry 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 Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.   Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at  and follow us on LinkedIn, Instagram, Twitter and Facebook.  2026 Cherry Bekaert. All Rights Reserved.SummaryLocation: Atlanta, GA; Richmond, VA; Raleigh, NC; Tysons Corner, VA - Crescent Plaza; Ft. Lauderdale, FL; Austin, TX; Orlando, FL; Charlotte, NC; Houston, TX; Nashville - Broadway; Greenville, SC; Dallas; Tampa, FL; Virginia Beach, VA; Chicago, IL - Adams StreetType: Full time