Senior Associate FP&A (CFO Advisory Services)

C010 Cherry Bekaert Advisory LLC; Atlanta (GA); On-site; USD 85,000 - 125,000; Full time

Job summary

Cherry Bekaert Advisory LLC in Atlanta seeks a Senior Associate in FP&A Advisory Services to deliver financial planning and analysis engagements for middle-market clients, including private equity-backed portfolios. You will support CFOs in building scalable forecasting models and enabling strategic decision-making.

You will develop 13-week cash flow forecasts, design budgeting processes, KPI dashboards, scenario modeling, and liquidity analysis to drive value creation across client teams.

Qualifications

• Bachelor's degree required with 3+ years FP&A/corporate finance/consulting in mid-market or PE-backed environment.
• Proficiency in Python/SQL/R and data languages; strong Excel and modeling skills.
• Experience with budgeting tools and ERP systems (NetSuite, Sage Intacct, Adaptive Insights) is preferred.

Responsibilities

• Develop 13-week cash flow forecasts and long-range financial models.
• Design and optimize budgeting and forecasting processes.
• Create KPI dashboards and financial/operational metrics.
• Perform scenario modeling and sensitivity analysis.
• Analyze margins and profitability by product, customer, or business unit.
• Conduct working capital and liquidity analysis.
• Analyze department-level spend and revenue trends.
• Conduct client interviews and stakeholder engagement to validate assumptions.
• Transform data and visualize insights using Excel and BI tools.
• Support M&A readiness and integration planning.

Skills

Python

SQL

R

Advanced Excel

Statistical analysis

Data visualization

Communication

Problem solving

Education

Bachelor's Degree in Finance/Accounting/Economics

Tools

NetSuite

Sage Intacct

Adaptive Insights

Power BI

Tableau

Job description

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 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

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., 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:

• 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 you A 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

Pay Range: Pay From: $85,000 to $124,900

• 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.

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. For more details, visit https://www.cbh.com/disclosure/

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.

https://careers.cbh.com/legal-disclosures/ 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 https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.

2026 Cherry Bekaert. All Rights Reserved.

At Cherry Bekaert, your career is about you. With growing industry expertise, a strong support system, and our team’s shared values, we encourage you to choose your path. Join the Firm that acknowledges and recognizes the power of the individual.