Senior Associate FP&A (CFO Advisory Services)

Cherry Bekaert LLP; Austin (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Cherry Bekaert LLP is seeking a Senior Associate in FP&A Advisory Services to deliver budgeting, forecasting, and financial modeling for middle-market clients, including private equity-backed portfolios.

You will support CFOs with 13-week cash flow forecasts, KPI dashboards, scenario modeling, and liquidity analysis using Excel, Python/SQL, and BI tools. Travel up to 40% may be required. This role blends finance expertise with data analytics in a hybrid, deadline-driven environment.

Qualifications

• Bachelor's degree in finance, accounting, economics or related field.
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Responsibilities

• Develop 13-week cash flow forecasts and long-range financial models.

Skills

Python

SQL

R

Advanced Excel

Forecasting principles

Communication skills

Data languages

Probability & statistics

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 issuesComfortable 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

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 $124,900

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 worksponsorship 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 onLinkedIn,Instagram, Twitterand Facebook.

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